Avantis US Small Cap Value ETF
AVUV
10 hedge funds and large institutions have $34.5M invested in Avantis US Small Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.
326% more capital invested
Capital invested by funds: $8.1M → $34.5M (+$26.4M)
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
100% more funds holding
Funds holding: 5 → 10 (+5)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
41% less ownership
Funds ownership: 101.01% → 60.01% (-41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$24.8M |
| 2 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
+$4.41M |
| 3 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
+$471K |
| 4 |
EK
Evensky & Katz
Coral Gables,
Florida
|
+$354K |
| 5 |
BF
BOK Financial
Tulsa,
Oklahoma
|
+$340K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$2M |
| 3 |
SG Americas Securities
New York
|
-$889K |
| 4 |
JP Morgan Chase
New York
|
-$752K |
AVUV Hedge Fund Activity: Q4 2019 in Review
10 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q4 2019, worth a combined $34.5M — up 326% from $8.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AVUV positions and 3 closed out — a net gain of 5 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was American Century Companies, opening a new position worth an estimated $24.8M. The largest seller was Bank of America, exiting entirely with an estimated $2M sold.
- 10 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q4 2019, up from 5 in Q3 2019.
- Funds reported $34.5M of Avantis US Small Cap Value ETF stock for Q4 2019, up 326% quarter-over-quarter.
- 8 funds opened new Avantis US Small Cap Value ETF positions in Q4 2019 and 3 closed out, a net change of +5 holders.
- The largest Avantis US Small Cap Value ETF buyer in Q4 2019 was American Century Companies, an estimated $24.8M added.
- The largest Avantis US Small Cap Value ETF seller in Q4 2019 was Bank of America, an estimated $2M sold.
Based on aggregated 13F filings for Q4 2019.