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Avantis US Small Cap Equity ETF
AVSC

16 hedge funds and large institutions have $14.3M invested in Avantis US Small Cap Equity ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

704% more capital invested

Capital invested by funds: $1.78M → $14.3M (+$12.5M)

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

300% more funds holding

Funds holding: 4 → 16 (+12)

60.25% more ownership

Funds ownership: 45.24% → 105.49% (+60%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
16
Holders Change
+12
Holders Change %
+300%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
1
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCA
Waypoint Capital Advisors
Minnesota
+$7.33M
2
BHWM
Beaird Harris Wealth Management
Texas
+$2.11M
3
MRWM
ML&R Wealth Management
Texas
+$1.52M
4
JMPWA
JP Morgan Private Wealth Advisors
California
+$912K
5
CL
CPWM LLC
Washington
+$734K

Top Sellers

1
KWM
Kolinsky Wealth Management
New Jersey
-$1.19M
2
American Century Companies
American Century Companies
Missouri
-$239K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1
Waypoint Capital Advisors
Minnesota
$6.78M +$7.33M +165,312 New
BHWM
2
Beaird Harris Wealth Management
Texas
$1.95M +$2.11M +47,509 New
MRWM
3
ML&R Wealth Management
Texas
$1.41M +$1.52M +34,404 New
JMPWA
4
JP Morgan Private Wealth Advisors
California
$1.14M +$912K +20,582 +287%
CL
5
CPWM LLC
Washington
$679K +$734K +16,562 New
PL
6
Plancorp LLC
Missouri
$628K +$679K +15,315 New
CFO
7
Collective Family Office
Pennsylvania
$481K +$520K +11,724 New
MFT
8
Moisand Fitzgerald Tamayo
Florida
$453K +$490K +11,054 New
BA
9
Bridgewater Advisors
New York
$388K +$420K +9,467 New
CPA
10
Cardiff Park Advisors
California
$96K +$103K +2,330 New
TIM
11
Tortoise Investment Management
New York
$96K +$104K +2,350 New
HI
12
Harbour Investments
Wisconsin
$86K +$92.6K +2,090 New
LFA
13
Level Financial Advisors
New York
$43K +$46.2K +1,042 New
UBS Group
14
UBS Group
Switzerland
$24K +$25.5K +575 New
LPP
15
Life Planning Partners
Florida
$24K +$26.1K +590 New
PP
16
PrairieView Partners
Minnesota
$3K – – –
KWM
17
Kolinsky Wealth Management
New Jersey
– -$1.19M -14,922 Closed
American Century Companies
18
American Century Companies
Missouri
– -$239K -5,000 Closed

AVSC Hedge Fund Activity: Q2 2022 in Review

16 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Equity ETF (AVSC) for Q2 2022, worth a combined $14.3M — up 704% from $1.78M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AVSC positions and 2 closed out — a net gain of 12 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Waypoint Capital Advisors, opening a new position worth an estimated $7.33M. The largest seller was Kolinsky Wealth Management, exiting entirely with an estimated $1.19M sold.

  • 16 institutional investors held Avantis US Small Cap Equity ETF (AVSC) as of Q2 2022, up from 4 in Q1 2022.
  • Funds reported $14.3M of Avantis US Small Cap Equity ETF stock for Q2 2022, up 704% quarter-over-quarter.
  • 14 funds opened new Avantis US Small Cap Equity ETF positions in Q2 2022 and 2 closed out, a net change of +12 holders.
  • The largest Avantis US Small Cap Equity ETF buyer in Q2 2022 was Waypoint Capital Advisors, an estimated $7.33M added.
  • The largest Avantis US Small Cap Equity ETF seller in Q2 2022 was Kolinsky Wealth Management, an estimated $1.19M sold.

Based on aggregated 13F filings for Q2 2022.