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Avantis US Small Cap Value ETF
AVUV

78 hedge funds and large institutions have $530M invested in Avantis US Small Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,350% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 2

136% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 14

50% more funds holding

Funds holding: 52 → 78 (+26)

36% more capital invested

Capital invested by funds: $388M → $530M (+$142M)

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

13.18% less ownership

Funds ownership: 70.01% → 56.82% (-13%)

Holders
78
Holders Change
+26
Holders Change %
+50%
% of All Funds
1.37%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
29
Increased
33
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$15.4M
2
LPL Financial
LPL Financial
California
+$6.68M
3
SFG
SNS Financial Group
Minnesota
+$6.53M
4
VWM
Venturi Wealth Management
Texas
+$4.44M
5
OMC
Old Mission Capital
Illinois
+$4.32M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$9.32M
2
SS
Simplicity Solutions
Minnesota
-$9.29M
3
SAM
Synergy Asset Management
Washington
-$2.82M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.38M
5
SRC
Sage Rhino Capital
California
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
UA
1
Unison Advisors
District of Columbia
$161M -$87.2K -1,301 -0.1%
MWM
2
Merriman Wealth Management
Washington
$73.2M +$1.77M +26,352 +3%
American Century Companies
3
American Century Companies
Missouri
$34M -$9.32M -139,027 -23%
Creative Planning
4
Creative Planning
Kansas
$32.3M +$15.4M +229,977 +106%
PP
5
PrairieView Partners
Minnesota
$20.1M -$1.12M -16,766 -6%
MAM
6
Marquette Asset Management
Minnesota
$19.9M +$1.55M +23,165 +9%
SWM
7
Soundmark Wealth Management
Washington
$16.5M +$331K +4,941 +2%
CL
8
CPWM LLC
Washington
$14.9M +$180K +2,684 +1%
PL
9
Plancorp LLC
Missouri
$11.9M +$6.7K +100 +0.1%
AWM
10
AE Wealth Management
Kansas
$10.9M -$1.06M -15,790 -9%
SRC
11
Sage Rhino Capital
California
$10M -$1.26M -18,742 -12%
BSW
12
Buckingham Strategic Wealth
Missouri
$7.48M +$593K +8,844 +9%
LPL Financial
13
LPL Financial
California
$7.2M +$6.68M +99,687 New
SFG
14
SNS Financial Group
Minnesota
$7.03M +$6.53M +97,380 New
CCM
15
Carlson Capital Management
Minnesota
$6.83M +$2.06M +30,786 +48%
OCM
16
Oakwood Capital Management
California
$6.68M -$165K -2,460 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.52M +$578K +8,631 +13%
WFA
18
Websterrogers Financial Advisors
South Carolina
$5.47M +$134K +2,000 +3%
VWM
19
Venturi Wealth Management
Texas
$4.78M +$4.44M +66,250 New
OMC
20
Old Mission Capital
Illinois
$4.65M +$4.32M +64,389 New
MFT
21
Moisand Fitzgerald Tamayo
Florida
$4.45M +$98.7K +1,472 +2%
IC
22
Innealta Capital
Texas
$4.33M +$4.02M +60,000 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.32M +$3.87M +57,755 +2,817%
AF
24
Allworth Financial
California
$4.14M +$3.84M +57,357 New
TWA
25
TCI Wealth Advisors
Arizona
$3.58M +$2.46M +36,722 +285%
1
2 3 4

AVUV Hedge Fund Activity: Q1 2021 in Review

78 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q1 2021, worth a combined $530M — up 36% from $388M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AVUV positions and 2 closed out — a net gain of 27 holders — while 33 added to existing stakes and 14 trimmed.

The largest buyer was Creative Planning, adding an estimated $15.4M. The largest seller was American Century Companies, cutting an estimated $9.32M.

  • 78 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q1 2021, up from 52 in Q4 2020.
  • Funds reported $530M of Avantis US Small Cap Value ETF stock for Q1 2021, up 36% quarter-over-quarter.
  • 29 funds opened new Avantis US Small Cap Value ETF positions in Q1 2021 and 2 closed out, a net change of +27 holders.
  • The largest Avantis US Small Cap Value ETF buyer in Q1 2021 was Creative Planning, an estimated $15.4M added.
  • The largest Avantis US Small Cap Value ETF seller in Q1 2021 was American Century Companies, an estimated $9.32M sold.

Based on aggregated 13F filings for Q1 2021.