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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
SPIA
126
Steward Partners Investment Advisory
New York
$66.4K
PTC
127
Private Trust Company
Ohio
$53.8K +$33.7K +604 +157%
RFA
128
Reyes Financial Architecture
California
$52.6K +$54.1K +968 New
Comerica Bank
129
Comerica Bank
Texas
$52.2K +$168 +3 +0.3%
EWA
130
EverSource Wealth Advisors
Alabama
$36.1K
MG
131
Mather Group
Illinois
$25.4K
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$25.4K +$26.1K +467 New
Bank of America
133
Bank of America
North Carolina
$24.5K
RFG
134
REAP Financial Group
Texas
$19.1K
GRP
135
Global Retirement Partners
California
$18.8K -$3.57K -64 -16%
BL
136
BFSG LLC
California
$16K
AF
137
Allworth Financial
California
$15K +$13K +233 +647%
TAM
138
Tucker Asset Management
Colorado
$14.3K +$14.7K +263 New
1IA
139
1620 Investment Advisors
Massachusetts
$13.6K
ME
140
McIlrath & Eck
Washington
$12.1K
TCG
141
Transcendent Capital Group
Oklahoma
$10.9K +$56 +1 +0.5%
MFA
142
Morling Financial Advisors
California
$10.8K +$11.1K +199 New
OSAM
143
O'Shaughnessy Asset Management
Connecticut
$10.2K +$10.4K +187 New
ACA
144
American Capital Advisory
Idaho
$7.67K -$726 -13 -8%
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$7K -$2.22M -39,839 -100%
RIL
146
Rothschild Investment LLC
Illinois
$6.52K
OCM
147
Orion Capital Management
California
$5.27K +$5.42K +97 New
UBS Group
148
UBS Group
Switzerland
$4.57K +$4.69K +84 New
HGERS
149
Householder Group Estate & Retirement Specialist
Arizona
$4K +$4.52K +81 New
IA
150
IFP Advisors
Florida
$2.88K +$2.96K +53 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.