Avantis US Small Cap Value ETF
AVUV
708 hedge funds and large institutions have $9.27B invested in Avantis US Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 422 increasing their positions, 132 reducing their positions, and 34 closing their positions.
627% more capital inflows, than outflows
Capital inflows: $1.38B | Capital outflows: $189M
220% more repeat investments, than reductions
Existing positions increased: 422 | Existing positions reduced: 132
188% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 34
46% more call options, than puts
Call options by funds: $1.73M | Put options by funds: $1.18M
10% more funds holding in top 10
Funds holding in top 10: 114 → 125 (+11)
9% more funds holding
Funds holding: 651 → 708 (+57)
0.15% more ownership
Funds ownership: 67.38% → 67.53% (+0.15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$163M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$121M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$91.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$83.3M |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$50.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Modern Wealth Management
Lenexa,
Kansas
|
-$17.4M |
| 2 |
Symmetry Partners
Glastonbury,
Connecticut
|
-$15.5M |
| 3 |
AE Wealth Management
Topeka,
Kansas
|
-$15.1M |
| 4 |
Avantax Planning Partners
Dubuque,
Iowa
|
-$11M |
| 5 |
Brass Tax Wealth Management
Cincinnati,
Ohio
|
-$10.1M |
AVUV Hedge Fund Activity: Q3 2024 in Review
708 of the 6,989 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Value ETF (AVUV) for Q3 2024, worth a combined $9.27B — up 20% from $7.71B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new AVUV positions and 34 closed out — a net gain of 64 holders — while 422 added to existing stakes and 132 trimmed.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $163M. The largest seller was Modern Wealth Management, exiting entirely with an estimated $17.4M sold.
- 708 institutional investors held Avantis US Small Cap Value ETF (AVUV) as of Q3 2024, up from 651 in Q2 2024.
- Funds reported $9.27B of Avantis US Small Cap Value ETF stock for Q3 2024, up 20% quarter-over-quarter.
- 98 funds opened new Avantis US Small Cap Value ETF positions in Q3 2024 and 34 closed out, a net change of +64 holders.
- The largest Avantis US Small Cap Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $163M added.
- The largest Avantis US Small Cap Value ETF seller in Q3 2024 was Modern Wealth Management, an estimated $17.4M sold.
Based on aggregated 13F filings for Q3 2024.