Avantis US Small Cap Value ETF
AVUV
421 hedge funds and large institutions have $4.12B invested in Avantis US Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 247 increasing their positions, 97 reducing their positions, and 31 closing their positions.
236% more capital inflows, than outflows
Capital inflows: $670M | Capital outflows: $199M
155% more repeat investments, than reductions
Existing positions increased: 247 | Existing positions reduced: 97
65% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 31
3% more funds holding
Funds holding: 407 → 421 (+14)
3.38% more ownership
Funds ownership: 67.02% → 70.39% (+3.4%)
3% less funds holding in top 10
Funds holding in top 10: 70 → 68 (-2)
98% less call options, than puts
Call options by funds: $698K | Put options by funds: $31M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP Wealth Advisors
Torrance,
California
|
+$159M |
| 2 |
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$84.5M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$22.7M |
| 4 |
Brown University
Providence,
Rhode Island
|
+$18.1M |
| 5 |
Mason Investment Advisory Services
Reston,
Virginia
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Litman Gregory Wealth Management
Larkspur,
California
|
-$45.2M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$15.4M |
| 3 |
Avestar Capital
New York
|
-$9.08M |
| 4 |
RiverTree Advisors
Winter Park,
Florida
|
-$7.85M |
| 5 |
BDWCC
B&D White Capital Company
Lakeway,
Texas
|
-$7.51M |
AVUV Hedge Fund Activity: Q2 2023 in Review
421 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q2 2023, worth a combined $4.12B — up 13% from $3.64B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new AVUV positions and 31 closed out — a net gain of 20 holders — while 247 added to existing stakes and 97 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $159M. The largest seller was Litman Gregory Wealth Management, exiting entirely with an estimated $45.2M sold.
- 421 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q2 2023, up from 407 in Q1 2023.
- Funds reported $4.12B of Avantis US Small Cap Value ETF stock for Q2 2023, up 13% quarter-over-quarter.
- 51 funds opened new Avantis US Small Cap Value ETF positions in Q2 2023 and 31 closed out, a net change of +20 holders.
- The largest Avantis US Small Cap Value ETF buyer in Q2 2023 was EP Wealth Advisors, an estimated $159M added.
- The largest Avantis US Small Cap Value ETF seller in Q2 2023 was Litman Gregory Wealth Management, an estimated $45.2M sold.
Based on aggregated 13F filings for Q2 2023.