Avantis US Small Cap Equity ETF
AVSC
60 hedge funds and large institutions have $674M invested in Avantis US Small Cap Equity ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
107% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 14
53% more capital invested
Capital invested by funds: $442M → $674M (+$232M)
15% more funds holding
Funds holding: 52 → 60 (+8)
12.93% more ownership
Funds ownership: 142.82% → 155.75% (+13%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$121M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$119M |
| 3 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$10.1M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$2.34M |
| 5 |
WCA
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.36M |
| 2 |
WFA
Websterrogers Financial Advisors
Florence,
South Carolina
|
-$679K |
| 3 |
EGWAG
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
-$477K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$425K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$379K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
JP Morgan Chase
New York
| $71.2K | +$74.9K | +1,608 | New |
|
|
PA
52
Parallel Advisors
San Francisco,
California
| $53.1K | +$32.6K | +700 | +140% |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $50K | +$52.6K | +1,130 | New |
|
|
54
Royal Bank of Canada
Toronto,
Ontario, Canada
| $39K | -$1.36M | -29,181 | -97% |
|
55
Bank of America
Charlotte,
North Carolina
| $19.9K | -$60.5K | -1,300 | -74% |
|
|
VWM
56
Valley Wealth Managers
Paramus,
New Jersey
| $4.34K | +$4.56K | +98 | New |
|
|
LG
57
LAM Group
Lake Oswego,
Oregon
| $3.1K | – | – | – |
|
58
Osaic Holdings
Scottsdale,
Arizona
| $2.35K | +$2.47K | +53 | New |
|
|
PP
59
PrairieView Partners
St. Paul,
Minnesota
| $2K | -$186 | -4 | -6% |
|
60
Fidelity Investments
Boston,
Massachusetts
| $44 | +$47 | +1 | New |
|
|
61
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$425K | -9,306 | Closed |
|
AVSC Hedge Fund Activity: Q3 2023 in Review
60 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Equity ETF (AVSC) for Q3 2023, worth a combined $674M — up 53% from $442M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new AVSC positions and 1 closed out — a net gain of 9 holders — while 29 added to existing stakes and 14 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $121M. The largest seller was Royal Bank of Canada, cutting an estimated $1.36M.
- 60 institutional investors held Avantis US Small Cap Equity ETF (AVSC) as of Q3 2023, up from 52 in Q2 2023.
- Funds reported $674M of Avantis US Small Cap Equity ETF stock for Q3 2023, up 53% quarter-over-quarter.
- 10 funds opened new Avantis US Small Cap Equity ETF positions in Q3 2023 and 1 closed out, a net change of +9 holders.
- The largest Avantis US Small Cap Equity ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $121M added.
- The largest Avantis US Small Cap Equity ETF seller in Q3 2023 was Royal Bank of Canada, an estimated $1.36M sold.
Based on aggregated 13F filings for Q3 2023.