Avantis US Small Cap Value ETF
AVUV
632 hedge funds and large institutions have $7.43B invested in Avantis US Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 357 increasing their positions, 144 reducing their positions, and 23 closing their positions.
300% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 23
171% more call options, than puts
Call options by funds: $2.29M | Put options by funds: $843K
148% more repeat investments, than reductions
Existing positions increased: 357 | Existing positions reduced: 144
18% more capital invested
Capital invested by funds: $6.3B → $7.43B (+$1.13B)
11% more funds holding
Funds holding: 568 → 632 (+64)
4% more funds holding in top 10
Funds holding in top 10: 112 → 117 (+5)
5.26% less ownership
Funds ownership: 73.33% → 68.07% (-5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Churchill Management
Los Angeles,
California
|
+$193M |
| 2 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$77.8M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$40.6M |
| 4 |
Morgan Stanley
New York
|
+$37.8M |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$26.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$26.9M |
| 2 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
-$24.8M |
| 3 |
SF
Symphony Financial
Houston,
Texas
|
-$14.5M |
| 4 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$12.7M |
| 5 |
BOC
Bull Oak Capital
San Diego,
California
|
-$11.2M |
AVUV Hedge Fund Activity: Q1 2024 in Review
632 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q1 2024, worth a combined $7.43B — up 18% from $6.3B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new AVUV positions and 23 closed out — a net gain of 69 holders — while 357 added to existing stakes and 144 trimmed.
The largest buyer was Churchill Management, opening a new position worth an estimated $193M. The largest seller was Corient Private Wealth, cutting an estimated $26.9M.
- 632 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q1 2024, up from 568 in Q4 2023.
- Funds reported $7.43B of Avantis US Small Cap Value ETF stock for Q1 2024, up 18% quarter-over-quarter.
- 92 funds opened new Avantis US Small Cap Value ETF positions in Q1 2024 and 23 closed out, a net change of +69 holders.
- The largest Avantis US Small Cap Value ETF buyer in Q1 2024 was Churchill Management, an estimated $193M added.
- The largest Avantis US Small Cap Value ETF seller in Q1 2024 was Corient Private Wealth, an estimated $26.9M sold.
Based on aggregated 13F filings for Q1 2024.