Avantis US Small Cap Equity ETF
AVSC
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.
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: 122 → 152 (+30)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$641M |
| 2 |
Morgan Stanley
New York
|
+$22M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20M |
| 4 |
PP
PrairieView Partners
St. Paul,
Minnesota
|
+$19.2M |
| 5 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$4.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$8.16M |
| 2 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
-$6.69M |
| 3 |
JP Morgan Chase
New York
|
-$2.3M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.22M |
| 5 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$2.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
Q1WB
151
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| $2.17K | +$2.23K | +40 | New |
|
152
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | +$1.95K | +35 | New |
|
|
SW
153
Simplicity Wealth
Summit,
New Jersey
| – | -$8.16M | -151,138 | Closed |
|
154
Citadel Advisors
Miami,
Florida
| – | -$1.2M | -22,214 | Closed |
|
155
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$592K | -10,968 | Closed |
|
|
AWM
156
Arista Wealth Management
Las Vegas,
Nevada
| – | -$211K | -3,913 | Closed |
|
|
HI
157
Harbour Investments
Madison,
Wisconsin
| – | -$153K | -2,827 | Closed |
|
|
CPA
158
Capital Performance Advisors
Walnut Creek,
California
| – | -$66.2K | -1,225 | Closed |
|
|
NA
159
NewEdge Advisors
New Orleans,
Louisiana
| – | -$10.7K | -198 | Closed |
|
160
Fidelity Investments
Boston,
Massachusetts
| – | -$54 | -1 | Closed |
|
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.