We are live on ! Find out more
AVSC icon

Avantis US Small Cap Equity ETF
AVSC

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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

150% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 18

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

9% more funds holding

Funds holding: 81 → 88 (+7)

9% less capital invested

Capital invested by funds: $1.01B → $919M (-$91.1M)

36.32% less ownership

Funds ownership: 140.24% → 103.92% (-36%)

Holders
88
Holders Change
+7
Holders Change %
+8.64%
% of All Funds
1.27%
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
Envestnet Asset Management
Illinois
+$134M
2
MIAS
Mason Investment Advisory Services
Virginia
+$35.2M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$31.7M
4
AUB
Atlantic Union Bankshares
Virginia
+$14.1M
5
LPL Financial
LPL Financial
California
+$9.09M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$343M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$8.02M
3
BDWCC
B&D White Capital Company
Texas
-$3.96M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.86M
5
Jane Street
Jane Street
New York
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
Cambridge Associates
Massachusetts
$538K +$514K +10,284 New
KAS
52
Kestra Advisory Services
Texas
$533K +$284K +5,681 +126%
HA
53
Herold Advisors
New York
$515K +$492K +9,839 New
BDWCC
54
B&D White Capital Company
Texas
$514K -$3.96M -79,297 -89%
ZF
55
Zhang Financial
Michigan
$504K +$80.4K +1,608 +20%
Two Sigma Investments
56
Two Sigma Investments
New York
$456K +$435K +8,700 New
CG
57
Caprock Group
Idaho
$453K +$6.95K +139 +2%
EAM
58
Evanson Asset Management
California
$411K +$393K +7,855 New
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$397K +$380K +7,591 New
Creative Planning
60
Creative Planning
Kansas
$392K -$175K -3,499 -32%
Corient Private Wealth
61
Corient Private Wealth
Florida
$364K -$8.02M -160,309 -96%
LSA
62
Lion Street Advisors
Texas
$285K – – –
Bank of New York Mellon
63
Bank of New York Mellon
New York
$278K +$265K +5,309 New
IFA
64
Index Fund Advisors
California
$271K +$16.4K +327 +7%
GAM
65
GEM Asset Management
Michigan
$256K +$400 +8 +0.2%
AWM
66
Arista Wealth Management
Nevada
$225K – – –
MWM
67
Mattern Wealth Management
Kansas
$221K +$550 +11 +0.3%
EFP
68
EnRich Financial Partners
Wisconsin
$215K -$9.65K -193 -4%
WPA
69
West Paces Advisors
Georgia
$157K +$150K +3,000 New
RWM
70
Ruedi Wealth Management
Illinois
$154K – – –
Bank of America
71
Bank of America
North Carolina
$147K +$118K +2,361 +525%
HI
72
Harbour Investments
Wisconsin
$132K -$2.7K -54 -2%
MFA
73
Morling Financial Advisors
California
$117K +$111K +2,227 New
CPA
74
Cardiff Park Advisors
California
$109K – – –
SPIA
75
Steward Partners Investment Advisory
New York
$96.9K – – –
1 2
3
4

AVSC Hedge Fund Activity: Q1 2024 in Review

88 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Equity ETF (AVSC) for Q1 2024, worth a combined $919M — down 9% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AVSC positions and 5 closed out — a net gain of 10 holders — while 45 added to existing stakes and 18 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $134M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $343M sold.

  • 88 institutional investors held Avantis US Small Cap Equity ETF (AVSC) as of Q1 2024, up from 81 in Q4 2023.
  • Funds reported $919M of Avantis US Small Cap Equity ETF stock for Q1 2024, down 9% quarter-over-quarter.
  • 15 funds opened new Avantis US Small Cap Equity ETF positions in Q1 2024 and 5 closed out, a net change of +10 holders.
  • The largest Avantis US Small Cap Equity ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $134M added.
  • The largest Avantis US Small Cap Equity ETF seller in Q1 2024 was Mercer Global Advisors, an estimated $343M sold.

Based on aggregated 13F filings for Q1 2024.