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Avantis US Small Cap Equity ETF
AVSC

Overview Fund Activity

88 hedge funds and large institutions have $919M invested in Avantis US Small Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
88
Holders Change
+7
Holders Change %
+8.64%
% of All Funds
1.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
15
Increased
45
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$500M
2
MIAS
2
Mason Investment Advisory Services
Virginia
$171M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$34.2M
4
AUB
4
Atlantic Union Bankshares
Virginia
$23.8M
5
LPL Financial
5
LPL Financial
California
$12.3M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$0
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$364K
3
BDWCC
3
B&D White Capital Company
Texas
$514K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$0
5
Jane Street
5
Jane Street
New York
$1.33M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
51
Cambridge Associates
Massachusetts
$538K 10,284 +10,284 New
KAS
52
Kestra Advisory Services
Texas
$533K 10,180 +5,681 +126%
HA
53
Herold Advisors
New York
$515K 9,839 +9,839 New
BDWCC
54
B&D White Capital Company
Texas
$514K 9,817 -79,297 -89%
ZF
55
Zhang Financial
Michigan
$504K 9,623 +1,608 +20%
Two Sigma Investments
56
Two Sigma Investments
New York
$456K 8,700 +8,700 New
CG
57
Caprock Group
Idaho
$453K 8,648 +139 +2%
EAM
58
Evanson Asset Management
California
$411K 7,855 +7,855 New
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$397K 7,591 +7,591 New
Creative Planning
60
Creative Planning
Kansas
$392K 7,493 -3,499 -32%
Corient Private Wealth
61
Corient Private Wealth
Florida
$364K 6,950 -160,309 -96%
LSA
62
Lion Street Advisors
Texas
$285K 5,587 – –
Bank of New York Mellon
63
Bank of New York Mellon
New York
$278K 5,309 +5,309 New
IFA
64
Index Fund Advisors
California
$271K 5,179 +327 +7%
GAM
65
GEM Asset Management
Michigan
$256K 5,336 +8 +0.2%
AWM
66
Arista Wealth Management
Nevada
$225K 4,306 – –
MWM
67
Mattern Wealth Management
Kansas
$221K 4,224 +11 +0.3%
EFP
68
EnRich Financial Partners
Wisconsin
$215K 4,112 -193 -4%
WPA
69
West Paces Advisors
Georgia
$157K 3,000 +3,000 New
RWM
70
Ruedi Wealth Management
Illinois
$154K 2,947 – –
Bank of America
71
Bank of America
North Carolina
$147K 2,811 +2,361 +525%
HI
72
Harbour Investments
Wisconsin
$132K 2,513 -54 -2%
MFA
73
Morling Financial Advisors
California
$117K 2,227 +2,227 New
CPA
74
Cardiff Park Advisors
California
$109K 2,078 – –
SPIA
75
Steward Partners Investment Advisory
New York
$96.9K 1,850 – –
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