Avantis US Small Cap Equity ETF
AVSC
52 hedge funds and large institutions have $442M invested in Avantis US Small Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 5 closing their positions.
371% more capital invested
Capital invested by funds: $93.9M → $442M (+$348M)
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
133% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 9
58.34% more ownership
Funds ownership: 84.48% → 142.82% (+58%)
30% more funds holding
Funds holding: 40 → 52 (+12)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$161M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$156M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$6.08M |
| 4 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$4.62M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$9.34M |
| 2 |
Jane Street
New York
|
-$872K |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$638K |
| 4 |
IFA
Index Fund Advisors
Irvine,
California
|
-$264K |
| 5 |
MFT
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
-$201K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LG
51
LAM Group
Lake Oswego,
Oregon
| $3.19K | -$217 | -5 | -7% |
|
|
PP
52
PrairieView Partners
St. Paul,
Minnesota
| $3K | – | – | – |
|
|
FWP
53
FAS Wealth Partners
Leawood,
Kansas
| – | -$9.34M | -211,825 | Closed |
|
|
54
Jane Street
New York
| – | -$872K | -19,778 | Closed |
|
|
IFA
55
Index Fund Advisors
Irvine,
California
| – | -$264K | -5,993 | Closed |
|
|
VWM
56
Venturi Wealth Management
Austin,
Texas
| – | -$18.5K | -420 | Closed |
|
|
OCM
57
Orion Capital Management
Coronado,
California
| – | -$662 | -15 | Closed |
|
AVSC Hedge Fund Activity: Q2 2023 in Review
52 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Equity ETF (AVSC) for Q2 2023, worth a combined $442M — up 371% from $93.9M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new AVSC positions and 5 closed out — a net gain of 12 holders — while 21 added to existing stakes and 9 trimmed.
The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $161M. The largest seller was FAS Wealth Partners, exiting entirely with an estimated $9.34M sold.
- 52 institutional investors held Avantis US Small Cap Equity ETF (AVSC) as of Q2 2023, up from 40 in Q1 2023.
- Funds reported $442M of Avantis US Small Cap Equity ETF stock for Q2 2023, up 371% quarter-over-quarter.
- 17 funds opened new Avantis US Small Cap Equity ETF positions in Q2 2023 and 5 closed out, a net change of +12 holders.
- The largest Avantis US Small Cap Equity ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $161M added.
- The largest Avantis US Small Cap Equity ETF seller in Q2 2023 was FAS Wealth Partners, an estimated $9.34M sold.
Based on aggregated 13F filings for Q2 2023.