We are live on ! Find out more
AVSC icon

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
GAM
101
GEM Asset Management
Michigan
$345K +$838 +15 +0.2%
BCI
102
Brinker Capital Investments
Pennsylvania
$325K -$2.07K -37 -0.6%
OPS
103
Orion Portfolio Solutions
Nebraska
$325K -$2.07K -37 -0.6%
MPW
104
Magnolia Private Wealth
Pennsylvania
$319K +$327K +5,865 New
Focus Partners Wealth
105
Focus Partners Wealth
Massachusetts
$314K +$323K +5,782 New
Mariner
106
Mariner
Kansas
$299K +$33.8K +605 +12%
SWP
107
Stratos Wealth Partners
Ohio
$283K +$290K +5,200 New
CAM
108
Cresset Asset Management
Illinois
$278K -$1K -18 -0.4%
DA
109
Dover Advisors
Virginia
$251K
SAM
110
Sequent Asset Management
Texas
$235K +$25.4K +455 +12%
EFP
111
EnRich Financial Partners
Wisconsin
$233K -$2.79K -50 -1%
FNBSF
112
First National Bank Sioux Falls
South Dakota
$231K +$237K +4,243 New
PAM
113
Pacific Asset Management
Washington
$218K +$224K +4,012 New
AWP
114
Astra Wealth Partners
New Jersey
$218K +$224K +4,004 New
Envestnet Portfolio Solutions
115
Envestnet Portfolio Solutions
Illinois
$215K +$11.6K +208 +6%
LWM
116
Lionshead Wealth Management
New York
$214K +$219K +3,930 New
HKIMG
117
Hutchens & Kramer Investment Management Group
Indiana
$208K -$13.7K -245 -6%
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$201K +$206K +3,689 New
RWM
119
Ruedi Wealth Management
Illinois
$160K
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$130K
Jones Financial Companies
121
Jones Financial Companies
Missouri
$128K -$64.7K -1,158 -33%
CPA
122
Cardiff Park Advisors
California
$113K
AWM
123
Accredited Wealth Management
Kentucky
$109K +$112K +2,011 New
S
124
SignatureFD
Georgia
$91.8K +$93.8K +1,679 +16,790%
SAM
125
Smartleaf Asset Management
Massachusetts
$74K

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.