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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
AIC
76
Allodium Investment Consultants
Minnesota
$783K +$804K +14,396 New
AA
77
Armis Advisers
Georgia
$758K +$779K +13,952 New
Jane Street
78
Jane Street
New York
$755K +$775K +13,883 New
KAS
79
Kestra Advisory Services
Texas
$730K +$305K +5,454 +68%
D.E. Shaw & Co
80
D.E. Shaw & Co
New York
$684K -$34.1K -610 -5%
LG
81
LAM Group
Oregon
$657K +$181K +3,250 +37%
CW
82
Curio Wealth
Maryland
$651K +$669K +11,972 New
CAL
83
Capital Analysts LLC
Pennsylvania
$606K +$439K +7,858 +238%
CA
84
CoreCap Advisors
Michigan
$578K +$531K +9,511 +855%
AWP
85
Axis Wealth Partners
Rhode Island
$576K +$591K +10,591 New
CA
86
Clune & Associates
Illinois
$573K +$589K +10,543 New
CA
87
Cambridge Associates
Massachusetts
$559K
CG
88
Caprock Group
Idaho
$522K +$949 +17 +0.2%
JP Morgan Chase
89
JP Morgan Chase
New York
$512K -$2.3M -41,272 -81%
MWM
90
Mattern Wealth Management
Kansas
$493K -$1.39M -24,952 -73%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$492K -$66.4K -1,190 -12%
ZF
92
Zhang Financial
Michigan
$473K +$168 +3 +0%
HA
93
Herold Advisors
New York
$458K
LSA
94
Lion Street Advisors
Texas
$443K +$20.2K +361 +5%
DFA
95
DHK Financial Advisors
New Hampshire
$435K -$53.5K -958 -11%
IFA
96
Index Fund Advisors
California
$420K +$25.6K +458 +6%
EAM
97
Evanson Asset Management
California
$418K +$36.5K +653 +9%
Osaic Holdings
98
Osaic Holdings
Arizona
$404K -$6.87K -123 -2%
BH
99
Burk Holdings
Oklahoma
$401K +$412K +7,384 New
QCM
100
QRG Capital Management
Illinois
$358K +$368K +6,589 New

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.