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Avantis US Small Cap Equity ETF
AVSC

152 hedge funds and large institutions have $1.98B invested in Avantis US Small Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 62 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 8

121% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 28

63% more capital invested

Capital invested by funds: $1.22B → $1.98B (+$763M)

44.41% more ownership

Funds ownership: 90.11% → 134.52% (+44%)

25% more funds holding

Funds holding: 122 → 152 (+30)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

Holders
152
Holders Change
+30
Holders Change %
+24.59%
% of All Funds
2%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
41
Increased
62
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$641M
2
Morgan Stanley
Morgan Stanley
New York
+$22M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$20M
4
PP
PrairieView Partners
Minnesota
+$19.2M
5
FPAS
Focus Partners Advisor Solutions
Missouri
+$4.74M

Top Sellers

Rank Fund Capital Flow
1
SW
Simplicity Wealth
New Jersey
-$8.16M
2
PLFA
Pacific Life Fund Advisors
California
-$6.69M
3
JP Morgan Chase
JP Morgan Chase
New York
-$2.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.22M
5
ACP
Aveo Capital Partners
Colorado
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
26
Websterrogers Financial Advisors
South Carolina
$5.34M +$46K +824 +0.8%
FPAS
27
Focus Partners Advisor Solutions
Missouri
$4.84M +$4.74M +84,862 +2,024%
NWM
28
Northwest Wealth Management
Iowa
$4.84M +$4.74M +84,852 +2,027%
CPL
29
CAP Partners LLC
Tennessee
$4.7M +$335 +6 +0%
BDWCC
30
B&D White Capital Company
Texas
$4.07M +$2.05M +36,708 +96%
DWM
31
Dogwood Wealth Management
Kansas
$3.76M -$157K -2,805 -4%
MML Investors Services
32
MML Investors Services
Massachusetts
$3.5M +$224K +4,013 +7%
HP
33
Haven Private
Florida
$3.45M +$3.55M +63,552 New
PCM
34
Passive Capital Management
Maryland
$3.4M – – –
LFA
35
Level Financial Advisors
New York
$3.17M +$650K +11,646 +25%
FOR
36
Family Office Research
Maryland
$3.09M +$3.17M +56,841 New
CPIG
37
Chicago Partners Investment Group
Illinois
$2.99M +$193K +3,450 +7%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$2.79M +$283K +5,069 +11%
FDW
39
Fourth Dimension Wealth
Ohio
$2.59M +$2.66M +47,679 New
CPWM
40
Cypress Point Wealth Management
Texas
$2.49M +$136K +2,444 +6%
FFA
41
Farther Finance Advisors
California
$2.49M +$511K +9,158 +25%
KFP
42
KMG Fiduciary Partners
Ohio
$2.45M +$154K +2,749 +6%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$2.31M +$783K +14,021 +49%
Creative Planning
44
Creative Planning
Kansas
$2.18M +$175K +3,131 +8%
AWM
45
Ariadne Wealth Management
California
$2.08M +$289K +5,175 +16%
Two Sigma Investments
46
Two Sigma Investments
New York
$1.87M +$1.92M +34,400 New
AA
47
Aire Advisors
California
$1.61M -$40.8K -731 -2%
PL
48
Plancorp LLC
Missouri
$1.59M – – –
KAM
49
Knightsbridge Asset Management
California
$1.5M +$36.3K +650 +2%
MFT
50
Moisand Fitzgerald Tamayo
Florida
$1.44M -$70.9K -1,270 -5%
1
2
3 4 5

AVSC Hedge Fund Activity: Q4 2024 in Review

152 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Equity ETF (AVSC) for Q4 2024, worth a combined $1.98B — up 63% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AVSC positions and 8 closed out — a net gain of 33 holders — while 62 added to existing stakes and 28 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $641M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $8.16M sold.

  • 152 institutional investors held Avantis US Small Cap Equity ETF (AVSC) as of Q4 2024, up from 122 in Q3 2024.
  • Funds reported $1.98B of Avantis US Small Cap Equity ETF stock for Q4 2024, up 63% quarter-over-quarter.
  • 41 funds opened new Avantis US Small Cap Equity ETF positions in Q4 2024 and 8 closed out, a net change of +33 holders.
  • The largest Avantis US Small Cap Equity ETF buyer in Q4 2024 was Mercer Global Advisors, an estimated $641M added.
  • The largest Avantis US Small Cap Equity ETF seller in Q4 2024 was Simplicity Wealth, an estimated $8.16M sold.

Based on aggregated 13F filings for Q4 2024.