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Avantis US Small Cap Equity ETF
AVSC

122 hedge funds and large institutions have $1.22B invested in Avantis US Small Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

281% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 16

25% more capital invested

Capital invested by funds: $976M → $1.22B (+$243M)

18% more funds holding

Funds holding: 103 → 122 (+19)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

0.15% less ownership

Funds ownership: 90.26% → 90.11% (-0.15%)

Holders
122
Holders Change
+19
Holders Change %
+18.45%
% of All Funds
1.75%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
26
Increased
61
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.3M
2
AWM
AE Wealth Management
Kansas
+$15.7M
3
BFG
Berger Financial Group
Minnesota
+$10.5M
4
FIM
Freedom Investment Management
Connecticut
+$9.3M
5
PLFA
Pacific Life Fund Advisors
California
+$8.87M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.65M
2
AW
Atlas Wealth
Ohio
-$1.03M
3
JP Morgan Chase
JP Morgan Chase
New York
-$589K
4
Jane Street
Jane Street
New York
-$386K
5
GB
Goepper Burkhardt
South Carolina
-$227K
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
26
PrairieView Partners
Minnesota
$4.42M +$4.32M +81,849 +341,038%
DWM
27
Dogwood Wealth Management
Kansas
$3.89M -$50.8K -962 -1%
PCM
28
Passive Capital Management
Maryland
$3.38M – – –
MML Investors Services
29
MML Investors Services
Massachusetts
$3.27M +$280K +5,297 +10%
CPIG
30
Chicago Partners Investment Group
Illinois
$2.77M +$314K +5,952 +13%
JP Morgan Chase
31
JP Morgan Chase
New York
$2.74M -$589K -11,162 -18%
LFA
32
Level Financial Advisors
New York
$2.52M +$609K +11,533 +33%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.5M +$214K +4,063 +10%
CPWM
34
Cypress Point Wealth Management
Texas
$2.35M +$220K +4,164 +11%
KFP
35
KMG Fiduciary Partners
Ohio
$2.28M +$1.75M +33,102 +360%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$2.16M +$2.11M +39,962 New
MWM
37
Mattern Wealth Management
Kansas
$2.15M +$1.41M +26,802 +371%
BDWCC
38
B&D White Capital Company
Texas
$2.06M +$1.48M +28,091 +280%
Creative Planning
39
Creative Planning
Kansas
$2M +$38.2K +723 +2%
FFA
40
Farther Finance Advisors
California
$1.98M +$1.06K +20 +0.1%
AWM
41
Ariadne Wealth Management
California
$1.89M +$146K +2,771 +9%
AA
42
Aire Advisors
California
$1.64M +$40.2K +762 +3%
PL
43
Plancorp LLC
Missouri
$1.58M – – –
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$1.53M +$479K +9,070 +47%
MFT
45
Moisand Fitzgerald Tamayo
Florida
$1.5M -$10.1K -192 -0.7%
KAM
46
Knightsbridge Asset Management
California
$1.46M +$62.5K +1,185 +5%
BPA
47
Beacon Pointe Advisors
California
$1.36M +$55.7K +1,056 +4%
WP
48
WMS Partners
Maryland
$1.28M +$3.43K +65 +0.3%
THL
49
Tillman Hartley LLC
Colorado
$1.27M – – –
LA
50
LexAurum Advisors
Kansas
$1.26M +$72.6K +1,376 +6%
1
2
3 4 5

AVSC Hedge Fund Activity: Q3 2024 in Review

122 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Equity ETF (AVSC) for Q3 2024, worth a combined $1.22B — up 25% from $976M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new AVSC positions and 6 closed out — a net gain of 20 holders — while 61 added to existing stakes and 16 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $70.3M. The largest seller was Susquehanna International Group, cutting an estimated $1.65M.

  • 122 institutional investors held Avantis US Small Cap Equity ETF (AVSC) as of Q3 2024, up from 103 in Q2 2024.
  • Funds reported $1.22B of Avantis US Small Cap Equity ETF stock for Q3 2024, up 25% quarter-over-quarter.
  • 26 funds opened new Avantis US Small Cap Equity ETF positions in Q3 2024 and 6 closed out, a net change of +20 holders.
  • The largest Avantis US Small Cap Equity ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $70.3M added.
  • The largest Avantis US Small Cap Equity ETF seller in Q3 2024 was Susquehanna International Group, an estimated $1.65M sold.

Based on aggregated 13F filings for Q3 2024.