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Avantis US Small Cap Equity ETF
AVSC

Overview Fund Activity

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
Holders
122
Holders Change
+19
Holders Change %
+18.45%
% of All Funds
1.76%
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
1
Envestnet Asset Management
Illinois
$646M
2
AWM
2
AE Wealth Management
Kansas
$16M
3
BFG
3
Berger Financial Group
Minnesota
$10.8M
4
FIM
4
Freedom Investment Management
Connecticut
$9.52M
5
PLFA
5
Pacific Life Fund Advisors
California
$14.4M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$592K
2
AW
2
Atlas Wealth
Ohio
$902K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.74M
4
Jane Street
4
Jane Street
New York
$0
5
GB
5
Goepper Burkhardt
South Carolina
$987K
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
26
PrairieView Partners
Minnesota
$4.42M +$4.42M +81,849 +341,038%
DWM
27
Dogwood Wealth Management
Kansas
$3.89M -$52K -962 -1%
PCM
28
Passive Capital Management
Maryland
$3.38M – – –
MML Investors Services
29
MML Investors Services
Massachusetts
$3.27M +$286K +5,297 +10%
CPIG
30
Chicago Partners Investment Group
Illinois
$2.77M +$318K +5,952 +13%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$2.74M -$603K -11,162 -18%
LFA
32
Level Financial Advisors
New York
$2.52M +$623K +11,533 +33%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.5M +$219K +4,063 +10%
CPWM
34
Cypress Point Wealth Management
Texas
$2.35M +$225K +4,164 +11%
KFP
35
KMG Fiduciary Partners
Ohio
$2.28M +$1.79M +33,102 +360%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$2.16M +$2.16M +39,962 New
MWM
37
Mattern Wealth Management
Kansas
$2.15M +$1.7M +26,802 +371%
BDWCC
38
B&D White Capital Company
Texas
$2.06M +$1.52M +28,091 +280%
Creative Planning
39
Creative Planning
Kansas
$2M +$39.1K +723 +2%
FFA
40
Farther Finance Advisors
California
$1.98M +$1.08K +20 +0.1%
AWM
41
Ariadne Wealth Management
California
$1.89M +$160K +2,771 +9%
AA
42
Aire Advisors
California
$1.64M +$41.2K +762 +3%
PL
43
Plancorp LLC
Missouri
$1.58M – – –
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$1.53M +$490K +9,070 +47%
MFT
45
Moisand Fitzgerald Tamayo
Florida
$1.5M -$10.4K -192 -0.7%
KAM
46
Knightsbridge Asset Management
California
$1.46M +$64K +1,185 +5%
BPA
47
Beacon Pointe Advisors
California
$1.36M +$57K +1,056 +4%
WP
48
WMS Partners
Maryland
$1.28M +$3.51K +65 +0.3%
THL
49
Tillman Hartley LLC
Colorado
$1.27M – – –
LA
50
LexAurum Advisors
Kansas
$1.26M +$74.3K +1,376 +6%
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