We are live on ! Find out more
AVSC icon

Avantis US Small Cap Equity ETF
AVSC

40 hedge funds and large institutions have $93.9M invested in Avantis US Small Cap Equity ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

240% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 5

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

63% more capital invested

Capital invested by funds: $57.7M → $93.9M (+$36.2M)

54% more funds holding

Funds holding: 26 → 40 (+14)

2.38% more ownership

Funds ownership: 82.1% → 84.48% (+2.4%)

Holders
40
Holders Change
+14
Holders Change %
+53.85%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
17
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
+$18.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.47M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$3.44M
4
American Century Companies
American Century Companies
Missouri
+$3.39M
5
FWP
FAS Wealth Partners
Kansas
+$2.9M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$5.78M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$1.34M
3
MFT
Moisand Fitzgerald Tamayo
Florida
-$247K
4
WCA
Waypoint Capital Advisors
Minnesota
-$228K
5
MRWM
ML&R Wealth Management
Texas
-$160K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$445K +$462K +10,083 New
MIAS
27
Mason Investment Advisory Services
Virginia
$399K +$414K +9,040 New
TIM
28
Tortoise Investment Management
New York
$355K +$198K +4,325 +116%
LFA
29
Level Financial Advisors
New York
$319K +$46.3K +1,011 +16%
CPIG
30
Chicago Partners Investment Group
Illinois
$314K +$332K +7,248 New
CWA
31
Canvas Wealth Advisors
Kansas
$303K +$329K +7,186 New
IFA
32
Index Fund Advisors
California
$264K +$275K +5,993 New
GAM
33
GEM Asset Management
Michigan
$234K +$458 +10 +0.2%
HI
34
Harbour Investments
Wisconsin
$116K +$22.7K +496 +23%
CPA
35
Cardiff Park Advisors
California
$91.6K – – –
AFS
36
Annapolis Financial Services
Maryland
$77.2K +$35K +765 +78%
VWM
37
Venturi Wealth Management
Texas
$18.5K +$19.2K +420 New
LG
38
LAM Group
Oregon
$3.31K +$687 +15 +25%
PP
39
PrairieView Partners
Minnesota
$2K – – –
OCM
40
Orion Capital Management
California
$662 +$687 +15 New
MWM
41
Merriman Wealth Management
Washington
– -$5.78M -133,357 Closed
Bank of Nova Scotia
42
Bank of Nova Scotia
Ontario, Canada
– -$1.34M -30,912 Closed
1
2

AVSC Hedge Fund Activity: Q1 2023 in Review

40 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Equity ETF (AVSC) for Q1 2023, worth a combined $93.9M — up 63% from $57.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new AVSC positions and 2 closed out — a net gain of 14 holders — while 17 added to existing stakes and 5 trimmed.

The largest buyer was Elwood & Goetz Wealth Advisory Group, opening a new position worth an estimated $18.3M. The largest seller was Merriman Wealth Management, exiting entirely with an estimated $5.78M sold.

  • 40 institutional investors held Avantis US Small Cap Equity ETF (AVSC) as of Q1 2023, up from 26 in Q4 2022.
  • Funds reported $93.9M of Avantis US Small Cap Equity ETF stock for Q1 2023, up 63% quarter-over-quarter.
  • 16 funds opened new Avantis US Small Cap Equity ETF positions in Q1 2023 and 2 closed out, a net change of +14 holders.
  • The largest Avantis US Small Cap Equity ETF buyer in Q1 2023 was Elwood & Goetz Wealth Advisory Group, an estimated $18.3M added.
  • The largest Avantis US Small Cap Equity ETF seller in Q1 2023 was Merriman Wealth Management, an estimated $5.78M sold.

Based on aggregated 13F filings for Q1 2023.