Avantis US Small Cap Equity ETF
AVSC
134 hedge funds and large institutions have $1.82B invested in Avantis US Small Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 31 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 43
5.53% less ownership
Funds ownership: 134.52% → 128.99% (-5.5%)
8% less capital invested
Capital invested by funds: $1.98B → $1.82B (-$160M)
12% less funds holding
Funds holding: 152 → 134 (-18)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
52% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$60.4M |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$10.5M |
| 3 |
WMN
Wealth Management Nebraska
Norfolk,
Nebraska
|
+$8.4M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$6.65M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$6.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$44.7M |
| 2 |
PAS
Park Avenue Securities
New York
|
-$8.44M |
| 3 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
-$8.01M |
| 4 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
-$2.38M |
| 5 |
PP
PrairieView Partners
St. Paul,
Minnesota
|
-$1.88M |
AVSC Hedge Fund Activity: Q1 2025 in Review
134 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Equity ETF (AVSC) for Q1 2025, worth a combined $1.82B — down 8.1% from $1.98B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of AVSC and 15 opened new positions — a net loss of 16 holders — while 43 trimmed existing stakes and 57 added.
The largest buyer was Mercer Global Advisors, adding an estimated $60.4M. The largest seller was Envestnet Asset Management, cutting an estimated $44.7M.
- 134 institutional investors held Avantis US Small Cap Equity ETF (AVSC) as of Q1 2025, down from 152 in Q4 2024.
- Funds reported $1.82B of Avantis US Small Cap Equity ETF stock for Q1 2025, down 8.1% quarter-over-quarter.
- 15 funds opened new Avantis US Small Cap Equity ETF positions in Q1 2025 and 31 closed out, a net change of -16 holders.
- The largest Avantis US Small Cap Equity ETF buyer in Q1 2025 was Mercer Global Advisors, an estimated $60.4M added.
- The largest Avantis US Small Cap Equity ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $44.7M sold.
Based on aggregated 13F filings for Q1 2025.