Ken Griffin
AVSC icon

Ken Griffin’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Ken Griffin’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-22,214
Closed -$1.2M – 14473
2024
Q3 		$1.2M Buy
22,214
+10,119
+84% +$534K ﹤0.01% 6494
2024
Q2 		$604K Buy
+12,095
New +$608K ﹤0.01% 7659
2023
Q4 		– Sell
-8,161
Closed -$361K – 14245
2023
Q3 		$361K Sell
8,161
-8,139
-50% -$379K ﹤0.01% 8770
2023
Q2 		$744K Sell
16,300
-2,739
-14% -$119K ﹤0.01% 7072
2023
Q1 		$840K Buy
+19,039
New +$872K ﹤0.01% 7176

Other funds holding AVSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ken Griffin's AVSC Position: Q4 2024 in Review

Ken Griffin sold out of Avantis US Small Cap Equity ETF (AVSC) in Q4 2024, closing a stake of 22,214 shares — an estimated $1.2M sold.

Ken Griffin first reported a position in AVSC in Q1 2023 and held it in 5 quarters. The position peaked at $1.2M in Q3 2024. 152 funds tracked by Wall St. Rank hold AVSC as of Q4 2024.

  • Ken Griffin reported no remaining Avantis US Small Cap Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Ken Griffin sold 22,214 Avantis US Small Cap Equity ETF shares in Q4 2024, an estimated $1.2M.
  • Ken Griffin first reported a position in Avantis US Small Cap Equity ETF in Q1 2023 and held it in 5 quarters.
  • Ken Griffin's Avantis US Small Cap Equity ETF position peaked at $1.2M in Q3 2024.
  • 152 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q4 2024.

Based on Citadel Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.