Avantis US Small Cap Equity ETF
AVSC
26 hedge funds and large institutions have $57.7M invested in Avantis US Small Cap Equity ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 4 closing their positions.
450% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 2
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
194% more capital invested
Capital invested by funds: $19.6M → $57.7M (+$38M)
44% more funds holding
Funds holding: 18 → 26 (+8)
3.37% more ownership
Funds ownership: 78.73% → 82.1% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.55M |
| 2 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$6.49M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$5.83M |
| 4 |
WFA
Websterrogers Financial Advisors
Florence,
South Carolina
|
+$4.11M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$3.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFO
Collective Family Office
York,
Pennsylvania
|
-$601K |
| 2 |
Jane Street
New York
|
-$553K |
| 3 |
MRWM
ML&R Wealth Management
Austin,
Texas
|
-$322K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$256K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$12K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PP
26
PrairieView Partners
St. Paul,
Minnesota
| $2K | +$175 | +4 | +6% |
|
|
CFO
27
Collective Family Office
York,
Pennsylvania
| – | -$601K | -15,192 | Closed |
|
|
28
Jane Street
New York
| – | -$553K | -13,990 | Closed |
|
|
29
Truist Financial
Charlotte,
North Carolina
| – | -$256K | -6,459 | Closed |
|
|
30
UBS Group
Zurich,
Switzerland
| – | -$12K | -300 | Closed |
|
AVSC Hedge Fund Activity: Q4 2022 in Review
26 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Equity ETF (AVSC) for Q4 2022, worth a combined $57.7M — up 194% from $19.6M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AVSC positions and 4 closed out — a net gain of 9 holders — while 11 added to existing stakes and 2 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $7.55M. The largest seller was Collective Family Office, exiting entirely with an estimated $601K sold.
- 26 institutional investors held Avantis US Small Cap Equity ETF (AVSC) as of Q4 2022, up from 18 in Q3 2022.
- Funds reported $57.7M of Avantis US Small Cap Equity ETF stock for Q4 2022, up 194% quarter-over-quarter.
- 13 funds opened new Avantis US Small Cap Equity ETF positions in Q4 2022 and 4 closed out, a net change of +9 holders.
- The largest Avantis US Small Cap Equity ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $7.55M added.
- The largest Avantis US Small Cap Equity ETF seller in Q4 2022 was Collective Family Office, an estimated $601K sold.
Based on aggregated 13F filings for Q4 2022.