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.
1,704% more capital inflows, than outflows
Capital inflows: $293M | Capital outflows: $16.3M
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
44% more funds holding
Funds holding: 78 → 112 (+34)
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
13.61% less ownership
Funds ownership: 75.38% → 61.76% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
+$70.1M |
| 2 |
Truepoint Inc
Cincinnati,
Ohio
|
+$55.2M |
| 3 |
TCI Wealth Advisors
Tucson,
Arizona
|
+$29.2M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$15.7M |
| 5 |
Allworth Financial
Folsom,
California
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Venturi Wealth Management
Austin,
Texas
|
-$4.78M |
| 2 |
Synergy Asset Management
Vancouver,
Washington
|
-$3.04M |
| 3 |
Old Mission Capital
Chicago,
Illinois
|
-$2.68M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.22M |
| 5 |
Soundmark Wealth Management
Kirkland,
Washington
|
-$711K |
AVUV Hedge Fund Activity: Q2 2021 in Review
112 of the 5,769 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.