Avantis US Small Cap Value ETF
AVUV
359 hedge funds and large institutions have $3.32B invested in Avantis US Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 181 increasing their positions, 57 reducing their positions, and 7 closing their positions.
1,300% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 7
218% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 57
67% more funds holding in top 10
Funds holding in top 10: 42 → 70 (+28)
57% more capital invested
Capital invested by funds: $2.12B → $3.32B (+$1.2B)
29% more funds holding
Funds holding: 278 → 359 (+81)
7.63% more ownership
Funds ownership: 62.92% → 70.55% (+7.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$201M |
| 2 |
EK
Evensky & Katz
Coral Gables,
Florida
|
+$39.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$29.7M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$29.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$26.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$8.44M |
| 2 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
-$6.19M |
| 3 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$3.92M |
| 4 |
CPA
Cardiff Park Advisors
Carlsbad,
California
|
-$1.81M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.67M |
AVUV Hedge Fund Activity: Q4 2022 in Review
359 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q4 2022, worth a combined $3.32B — up 57% from $2.12B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new AVUV positions and 7 closed out — a net gain of 91 holders — while 181 added to existing stakes and 57 trimmed.
The largest buyer was Creative Planning, adding an estimated $201M. The largest seller was American Century Companies, cutting an estimated $8.44M.
- 359 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q4 2022, up from 278 in Q3 2022.
- Funds reported $3.32B of Avantis US Small Cap Value ETF stock for Q4 2022, up 57% quarter-over-quarter.
- 98 funds opened new Avantis US Small Cap Value ETF positions in Q4 2022 and 7 closed out, a net change of +91 holders.
- The largest Avantis US Small Cap Value ETF buyer in Q4 2022 was Creative Planning, an estimated $201M added.
- The largest Avantis US Small Cap Value ETF seller in Q4 2022 was American Century Companies, an estimated $8.44M sold.
Based on aggregated 13F filings for Q4 2022.