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Avantis US Small Cap Value ETF

225 hedge funds and large institutions have $1.75B invested in Avantis US Small Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 9

188% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 42

41% more funds holding in top 10

Funds holding in top 10: 2231 (+9)

19% more capital invested

Capital invested by funds: $1.47B → $1.75B (+$283M)

15% more funds holding

Funds holding: 195225 (+30)

4.03% less ownership

Funds ownership: 65.03%61% (-4%)

Holders
225
Holders Change
+30
Holders Change %
+15.38%
% of All Funds
3.55%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.49%
New
42
Increased
121
Reduced
42
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIAS
1
Mason Investment Advisory Services
Virginia
$181M +$7.08M +89,332 +4%
TI
2
Truepoint Inc
Ohio
$171M +$5.61M +70,853 +3%
Creative Planning
3
Creative Planning
Kansas
$123M +$24.6M +311,068 +25%
MWM
4
Merriman Wealth Management
Washington
$105M -$1.98M -24,986 -2%
WFA
5
Wipfli Financial Advisors
Wisconsin
$92.6M +$8.44M +106,593 +10%
UA
6
Unison Advisors
District of Columbia
$71.6M -$104K -1,310 -0.1%
AAS
7
Annex Advisory Services
Wisconsin
$49.4M +$1.42M +17,991 +3%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$47.2M +$37.2M +469,038 +386%
American Century Companies
9
American Century Companies
Missouri
$46.3M -$713 -9 -0%
PPW
10
Parcion Private Wealth
Washington
$45.7M +$7.34M +92,666 +19%
TWA
11
TCI Wealth Advisors
Arizona
$43M +$2.07M +26,195 +5%
LPL Financial
12
LPL Financial
California
$42.9M +$16M +201,595 +60%
CCM
13
Carlson Capital Management
Minnesota
$32.1M +$10.1M +127,066 +46%
HighTower Advisors
14
HighTower Advisors
Illinois
$25.7M +$6.71M +84,697 +36%
BDWCC
15
B&D White Capital Company
Texas
$22.7M +$8.09M +102,115 +56%
MAM
16
Marquette Asset Management
Minnesota
$22.6M -$189K -2,391 -0.8%
PP
17
PrairieView Partners
Minnesota
$22.3M -$407K -5,136 -2%
EVM
18
Eaton Vance Management
Massachusetts
$21.6M +$396K +5,002 +2%
TA
19
TruWealth Advisors
Louisiana
$20.5M +$4.95M +62,444 +32%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$18.6M +$2.73M +34,438 +17%
CL
21
CPWM LLC
Washington
$18.5M -$252K -3,181 -1%
HIGP
22
Hill Investment Group Partners
Missouri
$18.4M +$14M +176,433 +324%
AWM
23
AE Wealth Management
Kansas
$15.6M -$990K -12,502 -6%
EWA
24
EP Wealth Advisors
California
$14.5M -$231K -2,913 -2%
AWM
25
Aprio Wealth Management
Georgia
$14.4M +$1.1M +13,834 +8%

AVUV Hedge Fund Activity: Q1 2022 in Review

225 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q1 2022, worth a combined $1.75B — up 19% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new AVUV positions and 9 closed out — a net gain of 33 holders — while 121 added to existing stakes and 42 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $37.2M. The largest seller was Stewardship Advisors, cutting an estimated $5.53M.

  • 225 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q1 2022, up from 195 in Q4 2021.
  • Funds reported $1.75B of Avantis US Small Cap Value ETF stock for Q1 2022, up 19% quarter-over-quarter.
  • 42 funds opened new Avantis US Small Cap Value ETF positions in Q1 2022 and 9 closed out, a net change of +33 holders.
  • The largest Avantis US Small Cap Value ETF buyer in Q1 2022 was Northwestern Mutual Wealth Management, an estimated $37.2M added.
  • The largest Avantis US Small Cap Value ETF seller in Q1 2022 was Stewardship Advisors, an estimated $5.53M sold.

Based on aggregated 13F filings for Q1 2022.