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Avantis US Small Cap Equity ETF
AVSC

Overview Fund Activity

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
Holders
152
Holders Change
+30
Holders Change %
+24.59%
% of All Funds
2.02%
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

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$624M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$670M
4
PP
4
PrairieView Partners
Minnesota
$23.2M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$4.84M

Top Sellers

1
SW
1
Simplicity Wealth
New Jersey
$0
2
PLFA
2
Pacific Life Fund Advisors
California
$8.01M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$512K
5
ACP
5
Aveo Capital Partners
Colorado
$7.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
26
Websterrogers Financial Advisors
South Carolina
$5.34M +$44.8K +824 +0.8%
FPAS
27
Focus Partners Advisor Solutions
Missouri
$4.84M +$4.61M +84,862 +2,024%
NWM
28
Northwest Wealth Management
Iowa
$4.84M +$4.61M +84,852 +2,027%
CPL
29
CAP Partners LLC
Tennessee
$4.7M +$326 +6 +0%
BDWCC
30
B&D White Capital Company
Texas
$4.07M +$2M +36,708 +96%
DWM
31
Dogwood Wealth Management
Kansas
$3.76M -$152K -2,805 -4%
MML Investors Services
32
MML Investors Services
Massachusetts
$3.5M +$218K +4,013 +7%
HP
33
Haven Private
Florida
$3.45M +$3.45M +63,552 New
PCM
34
Passive Capital Management
Maryland
$3.4M – – –
LFA
35
Level Financial Advisors
New York
$3.17M +$633K +11,646 +25%
FOR
36
Family Office Research
Maryland
$3.09M +$3.09M +56,841 New
CPIG
37
Chicago Partners Investment Group
Illinois
$2.99M +$186K +3,450 +7%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$2.79M +$276K +5,069 +11%
FDW
39
Fourth Dimension Wealth
Ohio
$2.59M +$2.59M +47,679 New
CPWM
40
Cypress Point Wealth Management
Texas
$2.49M +$133K +2,444 +6%
FFA
41
Farther Finance Advisors
California
$2.49M +$498K +9,158 +25%
KFP
42
KMG Fiduciary Partners
Ohio
$2.45M +$149K +2,749 +6%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$2.31M +$762K +14,021 +49%
Creative Planning
44
Creative Planning
Kansas
$2.18M +$170K +3,131 +8%
AWM
45
Ariadne Wealth Management
California
$2.08M +$285K +5,175 +16%
Two Sigma Investments
46
Two Sigma Investments
New York
$1.87M +$1.87M +34,400 New
AA
47
Aire Advisors
California
$1.61M -$39.7K -731 -2%
PL
48
Plancorp LLC
Missouri
$1.59M – – –
KAM
49
Knightsbridge Asset Management
California
$1.5M +$35.3K +650 +2%
MFT
50
Moisand Fitzgerald Tamayo
Florida
$1.44M -$69K -1,270 -5%
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