Avantis US Small Cap Value ETF
AVUV
406 hedge funds and large institutions have $3.64B invested in Avantis US Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 212 increasing their positions, 89 reducing their positions, and 17 closing their positions.
300% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 17
138% more repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 89
13% more funds holding
Funds holding: 359 → 406 (+47)
10% more capital invested
Capital invested by funds: $3.31B → $3.64B (+$329M)
0% more funds holding in top 10
Funds holding in top 10: 70 → 70 (0)
3.5% less ownership
Funds ownership: 70.51% → 67.02% (-3.5%)
99% less call options, than puts
Call options by funds: $267K | Put options by funds: $27.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$47.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$42.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$26.5M |
| 4 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$20.6M |
| 5 |
MIAS
Mason Investment Advisory Services
Reston,
Virginia
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$57.2M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$16.6M |
| 3 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$15.3M |
| 4 |
BOC
Bull Oak Capital
San Diego,
California
|
-$14.1M |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$12.7M |
AVUV Hedge Fund Activity: Q1 2023 in Review
406 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q1 2023, worth a combined $3.64B — up 9.9% from $3.31B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new AVUV positions and 17 closed out — a net gain of 51 holders — while 212 added to existing stakes and 89 trimmed.
The largest buyer was Litman Gregory Wealth Management, opening a new position worth an estimated $47.7M. The largest seller was Creative Planning, cutting an estimated $57.2M.
- 406 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q1 2023, up from 359 in Q4 2022.
- Funds reported $3.64B of Avantis US Small Cap Value ETF stock for Q1 2023, up 9.9% quarter-over-quarter.
- 68 funds opened new Avantis US Small Cap Value ETF positions in Q1 2023 and 17 closed out, a net change of +51 holders.
- The largest Avantis US Small Cap Value ETF buyer in Q1 2023 was Litman Gregory Wealth Management, an estimated $47.7M added.
- The largest Avantis US Small Cap Value ETF seller in Q1 2023 was Creative Planning, an estimated $57.2M sold.
Based on aggregated 13F filings for Q1 2023.