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Avantis US Small Cap Equity ETF

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

413% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 8

121% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 28

63% more capital invested

Capital invested by funds: $1.22B → $1.98B (+$763M)

44.41% more ownership

Funds ownership: 90.11%134.52% (+44%)

25% more funds holding

Funds holding: 122152 (+30)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

Holders
152
Holders Change
+30
Holders Change %
+24.59%
% of All Funds
2%
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
Name Holding Trade Value Shares
Change
Change in
Stake
EPW
51
Endeavor Private Wealth
Kansas
$1.42M +$1.46M +26,074 New
BPA
52
Beacon Pointe Advisors
California
$1.41M +$32.9K +589 +2%
LA
53
LexAurum Advisors
Kansas
$1.33M +$65.3K +1,169 +5%
THL
54
Tillman Hartley LLC
Colorado
$1.3M +$23.5K +420 +2%
WP
55
WMS Partners
Maryland
$1.26M -$30.1K -539 -2%
PRRFG
56
Paul R. Ried Financial Group
Washington
$1.25M +$1.28M +22,976 New
JTWM
57
Jackson Thornton Wealth Management
Alabama
$1.23M
DFS
58
Dixon Fnancial Services
California
$1.21M
TIM
59
Tortoise Investment Management
New York
$1.18M +$5.3K +95 +0.4%
S
60
Sunpointe
Missouri
$1.09M +$1.12M +20,046 New
WRPWM
61
Werba Rubin Papier Wealth Management
California
$1.06M +$63.4K +1,136 +6%
GIM
62
Guild Investment Management
California
$1.02M +$1.05M +18,840 New
CFS
63
CRA Financial Services
New Jersey
$1M +$174K +3,118 +20%
GWMR
64
GC Wealth Management RIA
Massachusetts
$994K -$247K -4,428 -19%
IAA
65
Independent Advisor Alliance
North Carolina
$955K +$981K +17,565 New
CWA
66
Centennial Wealth Advisory
Michigan
$955K +$7.04K +126 +0.7%
Raymond James Financial
67
Raymond James Financial
Florida
$932K +$958K +17,152 New
HCP
68
Hardin Capital Partners
South Carolina
$912K +$35.8K +641 +7%
AW
69
Atlas Wealth
Ohio
$908K
PWA
70
PCG Wealth Advisors
Kansas
$894K +$19K +340 +2%
IWM
71
IHT Wealth Management
Illinois
$894K -$54.7K -979 -6%
Wells Fargo
72
Wells Fargo
California
$846K +$304K +5,439 +54%
GB
73
Goepper Burkhardt
South Carolina
$836K -$161K -2,890 -16%
DI
74
Disciplined Investors
Texas
$791K +$835K +14,958 New
CA
75
Claro Advisors
Massachusetts
$790K +$52.8K +946 +7%

AVSC Hedge Fund Activity: Q4 2024 in Review

152 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Equity ETF (AVSC) for Q4 2024, worth a combined $1.98B — up 63% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AVSC positions and 8 closed out — a net gain of 33 holders — while 62 added to existing stakes and 28 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $641M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $8.16M sold.

  • 152 institutional investors held Avantis US Small Cap Equity ETF (AVSC) as of Q4 2024, up from 122 in Q3 2024.
  • Funds reported $1.98B of Avantis US Small Cap Equity ETF stock for Q4 2024, up 63% quarter-over-quarter.
  • 41 funds opened new Avantis US Small Cap Equity ETF positions in Q4 2024 and 8 closed out, a net change of +33 holders.
  • The largest Avantis US Small Cap Equity ETF buyer in Q4 2024 was Mercer Global Advisors, an estimated $641M added.
  • The largest Avantis US Small Cap Equity ETF seller in Q4 2024 was Simplicity Wealth, an estimated $8.16M sold.

Based on aggregated 13F filings for Q4 2024.