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Avantis US Small Cap Value ETF
AVUV

278 hedge funds and large institutions have $2.12B invested in Avantis US Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 156 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 62

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

9% more capital invested

Capital invested by funds: $1.95B → $2.12B (+$170M)

8% more funds holding in top 10

Funds holding in top 10: 39 → 42 (+3)

6% more funds holding

Funds holding: 263 → 278 (+15)

0.65% more ownership

Funds ownership: 62.26% → 62.92% (+0.65%)

Holders
278
Holders Change
+15
Holders Change %
+5.7%
% of All Funds
4.79%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.72%
New
36
Increased
156
Reduced
62
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Annex Advisory Services
Wisconsin
+$31.2M
2
LPL Financial
LPL Financial
California
+$28.1M
3
Creative Planning
Creative Planning
Kansas
+$19.3M
4
Morgan Stanley
Morgan Stanley
New York
+$17.5M
5
MWM
Merriman Wealth Management
Washington
+$14.5M

Top Sellers

1
PFO
Pathstone Family Office
New Jersey
-$19.2M
2
AWM
Aprio Wealth Management
Georgia
-$15.1M
3
American Century Companies
American Century Companies
Missouri
-$10.6M
4
BOC
Bull Oak Capital
California
-$7.27M
5
PL
Plancorp LLC
Missouri
-$4.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1
Merriman Wealth Management
Washington
$213M +$14.5M +198,643 +7%
MIAS
2
Mason Investment Advisory Services
Virginia
$156M +$1.25M +17,156 +0.7%
Creative Planning
3
Creative Planning
Kansas
$138M +$19.3M +265,351 +15%
TI
4
Truepoint Inc
Ohio
$127M -$3.72M -50,992 -3%
AAS
5
Annex Advisory Services
Wisconsin
$86.1M +$31.2M +427,780 +49%
WFA
6
Wipfli Financial Advisors
Wisconsin
$76.9M +$7.69M +105,421 +10%
UA
7
Unison Advisors
District of Columbia
$67.4M +$6.99M +95,801 +10%
LPL Financial
8
LPL Financial
California
$61.7M +$28.1M +385,762 +71%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$53.4M +$178K +2,438 +0.3%
TWA
10
TCI Wealth Advisors
Arizona
$38.9M +$1.48M +20,313 +4%
SAM
11
Satovsky Asset Management
New York
$37.3M +$937K +12,851 +2%
CCM
12
Carlson Capital Management
Minnesota
$35.4M +$4.81M +65,987 +14%
HighTower Advisors
13
HighTower Advisors
Illinois
$35M +$8.4M +115,268 +28%
PPW
14
Parcion Private Wealth
Washington
$34.4M +$2.25M +30,821 +6%
PL
15
Plancorp LLC
Missouri
$33.6M -$4.51M -61,849 -11%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$31.9M +$7.83M +107,326 +29%
American Century Companies
17
American Century Companies
Missouri
$28.8M -$10.6M -145,449 -25%
Morgan Stanley
18
Morgan Stanley
New York
$26.9M +$17.5M +239,544 +144%
BHWM
19
Beaird Harris Wealth Management
Texas
$22.5M +$3.26M +44,742 +15%
BSW
20
Buckingham Strategic Wealth
Missouri
$20.5M +$3.52M +48,269 +18%
EK
21
Evensky & Katz
Florida
$20.3M +$2.99M +40,990 +15%
TA
22
TruWealth Advisors
Louisiana
$20.2M +$1.77M +24,285 +9%
PP
23
PrairieView Partners
Minnesota
$19.8M +$489K +6,708 +2%
MAM
24
Marquette Asset Management
Minnesota
$19.7M +$442K +6,056 +2%
HIGP
25
Hill Investment Group Partners
Missouri
$19.4M +$688K +9,439 +3%
1
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AVUV Hedge Fund Activity: Q3 2022 in Review

278 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q3 2022, worth a combined $2.12B — up 8.7% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AVUV positions and 20 closed out — a net gain of 16 holders — while 156 added to existing stakes and 62 trimmed.

The largest buyer was Annex Advisory Services, adding an estimated $31.2M. The largest seller was Pathstone Family Office, cutting an estimated $19.2M.

  • 278 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q3 2022, up from 263 in Q2 2022.
  • Funds reported $2.12B of Avantis US Small Cap Value ETF stock for Q3 2022, up 8.7% quarter-over-quarter.
  • 36 funds opened new Avantis US Small Cap Value ETF positions in Q3 2022 and 20 closed out, a net change of +16 holders.
  • The largest Avantis US Small Cap Value ETF buyer in Q3 2022 was Annex Advisory Services, an estimated $31.2M added.
  • The largest Avantis US Small Cap Value ETF seller in Q3 2022 was Pathstone Family Office, an estimated $19.2M sold.

Based on aggregated 13F filings for Q3 2022.