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Avantis US Small Cap Value ETF
AVUV

112 hedge funds and large institutions have $836M invested in Avantis US Small Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 52 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

680% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 5

247% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 15

58% more capital invested

Capital invested by funds: $530M → $836M (+$306M)

44% more funds holding

Funds holding: 78 → 112 (+34)

33% more funds holding in top 10

Funds holding in top 10: 9 → 12 (+3)

4.94% more ownership

Funds ownership: 56.82% → 61.76% (+4.9%)

Holders
112
Holders Change
+34
Holders Change %
+43.59%
% of All Funds
1.95%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
39
Increased
52
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WFA
Wipfli Financial Advisors
Wisconsin
+$70.1M
2
TI
Truepoint Inc
Ohio
+$55.2M
3
TWA
TCI Wealth Advisors
Arizona
+$29.2M
4
Creative Planning
Creative Planning
Kansas
+$15.7M
5
AF
Allworth Financial
California
+$12.6M

Top Sellers

1
VWM
Venturi Wealth Management
Texas
-$4.78M
2
SAM
Synergy Asset Management
Washington
-$3.04M
3
OMC
Old Mission Capital
Illinois
-$2.68M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.22M
5
SWM
Soundmark Wealth Management
Washington
-$711K
Name Holding Trade Value Shares
Change 		Change in
Stake
UA
1
Unison Advisors
District of Columbia
$171M +$1.48M +19,626 +0.9%
MWM
2
Merriman Wealth Management
Washington
$78.5M +$1.44M +19,040 +2%
WFA
3
Wipfli Financial Advisors
Wisconsin
$70.6M +$70.1M +928,440 New
TI
4
Truepoint Inc
Ohio
$59.2M +$55.2M +730,995 +1,531%
Creative Planning
5
Creative Planning
Kansas
$49.9M +$15.7M +208,444 +47%
American Century Companies
6
American Century Companies
Missouri
$46.4M +$10.6M +140,368 +30%
TWA
7
TCI Wealth Advisors
Arizona
$33.1M +$29.2M +385,926 +778%
MAM
8
Marquette Asset Management
Minnesota
$21.6M +$740K +9,789 +4%
PP
9
PrairieView Partners
Minnesota
$20.5M -$566K -7,487 -3%
AF
10
Allworth Financial
California
$17.1M +$12.6M +167,105 +291%
CL
11
CPWM LLC
Washington
$16.6M +$967K +12,794 +6%
SWM
12
Soundmark Wealth Management
Washington
$16.5M -$711K -9,405 -4%
LPL Financial
13
LPL Financial
California
$13.2M +$5.56M +73,583 +74%
PL
14
Plancorp LLC
Missouri
$13M +$431K +5,701 +3%
AWM
15
AE Wealth Management
Kansas
$12.9M +$1.49M +19,686 +13%
TA
16
TruWealth Advisors
Louisiana
$12.7M +$12.6M +167,051 New
BDWCC
17
B&D White Capital Company
Texas
$11.4M +$8.53M +112,907 +304%
SRC
18
Sage Rhino Capital
California
$10.7M +$101K +1,335 +1%
AWM
19
Aprio Wealth Management
Georgia
$10.6M +$10.5M +139,385 New
CCM
20
Carlson Capital Management
Minnesota
$10.5M +$3.31M +43,790 +46%
BSW
21
Buckingham Strategic Wealth
Missouri
$8.92M +$1.05M +13,849 +13%
SFG
22
SNS Financial Group
Minnesota
$8.4M +$994K +13,154 +14%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$7.15M +$1.34M +17,695 +23%
OCM
24
Oakwood Capital Management
California
$6.82M -$216K -2,859 -3%
FPGK
25
Financial Partners Group (Kansas)
Kansas
$5.5M +$5.47M +72,346 New
1
2 3 4 5

AVUV Hedge Fund Activity: Q2 2021 in Review

112 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q2 2021, worth a combined $836M — up 58% from $530M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new AVUV positions and 5 closed out — a net gain of 34 holders — while 52 added to existing stakes and 15 trimmed.

The largest buyer was Wipfli Financial Advisors, opening a new position worth an estimated $70.1M. The largest seller was Venturi Wealth Management, exiting entirely with an estimated $4.78M sold.

  • 112 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q2 2021, up from 78 in Q1 2021.
  • Funds reported $836M of Avantis US Small Cap Value ETF stock for Q2 2021, up 58% quarter-over-quarter.
  • 39 funds opened new Avantis US Small Cap Value ETF positions in Q2 2021 and 5 closed out, a net change of +34 holders.
  • The largest Avantis US Small Cap Value ETF buyer in Q2 2021 was Wipfli Financial Advisors, an estimated $70.1M added.
  • The largest Avantis US Small Cap Value ETF seller in Q2 2021 was Venturi Wealth Management, an estimated $4.78M sold.

Based on aggregated 13F filings for Q2 2021.