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Avantis US Small Cap Equity ETF
AVSC

40 hedge funds and large institutions have $93.9M invested in Avantis US Small Cap Equity ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

240% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 5

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

63% more capital invested

Capital invested by funds: $57.7M → $93.9M (+$36.2M)

54% more funds holding

Funds holding: 26 → 40 (+14)

2.38% more ownership

Funds ownership: 82.1% → 84.48% (+2.4%)

Holders
40
Holders Change
+14
Holders Change %
+53.85%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
17
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
+$18.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.47M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$3.44M
4
American Century Companies
American Century Companies
Missouri
+$3.39M
5
FWP
FAS Wealth Partners
Kansas
+$2.9M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$5.78M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$1.34M
3
MFT
Moisand Fitzgerald Tamayo
Florida
-$247K
4
WCA
Waypoint Capital Advisors
Minnesota
-$228K
5
MRWM
ML&R Wealth Management
Texas
-$160K
Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
1
Elwood & Goetz Wealth Advisory Group
Georgia
$17.6M +$18.3M +399,595 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11M +$3.47M +75,722 +44%
FWP
3
FAS Wealth Partners
Kansas
$9.34M +$2.9M +63,393 +43%
WCA
4
Waypoint Capital Advisors
Minnesota
$7.51M -$228K -4,973 -3%
American Century Companies
5
American Century Companies
Missouri
$7.28M +$3.39M +74,006 +81%
BHWM
6
Beaird Harris Wealth Management
Texas
$6.08M -$70.8K -1,546 -1%
JMPWA
7
JP Morgan Private Wealth Advisors
California
$5.68M +$837K +18,271 +17%
Corient Private Wealth
8
Corient Private Wealth
Florida
$5.11M +$3.44M +75,061 +184%
WFA
9
Websterrogers Financial Advisors
South Carolina
$4.84M +$482K +10,515 +11%
FIA
10
Foundations Investment Advisors
Arizona
$2.49M +$2.59M +56,448 New
PAS
11
Park Avenue Securities
New York
$2.04M +$2.12M +46,353 New
MRWM
12
ML&R Wealth Management
Texas
$1.38M -$160K -3,490 -10%
PL
13
Plancorp LLC
Missouri
$1.29M +$103K +2,250 +8%
MFT
14
Moisand Fitzgerald Tamayo
Florida
$1.17M -$247K -5,382 -17%
Mariner
15
Mariner
Kansas
$1.15M +$1.19M +25,990 New
AW
16
Atlas Wealth
Ohio
$956K +$4.03K +88 +0.4%
THL
17
Tillman Hartley LLC
Colorado
$904K +$48.4K +1,056 +5%
Jane Street
18
Jane Street
New York
$872K +$906K +19,778 New
Citadel Advisors
19
Citadel Advisors
Florida
$840K +$872K +19,039 New
LA
20
LexAurum Advisors
Kansas
$772K +$802K +17,508 New
WP
21
WMS Partners
Maryland
$617K -$25.5K -557 -4%
FFA
22
Farther Finance Advisors
California
$528K +$237K +5,174 +76%
Creative Planning
23
Creative Planning
Kansas
$520K +$366 +8 +0.1%
EWA
24
EverSource Wealth Advisors
Alabama
$512K +$532K +11,604 New
T
25
TRUADVICE
Florida
$455K +$489K +10,672 New
1
2

AVSC Hedge Fund Activity: Q1 2023 in Review

40 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Equity ETF (AVSC) for Q1 2023, worth a combined $93.9M — up 63% from $57.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new AVSC positions and 2 closed out — a net gain of 14 holders — while 17 added to existing stakes and 5 trimmed.

The largest buyer was Elwood & Goetz Wealth Advisory Group, opening a new position worth an estimated $18.3M. The largest seller was Merriman Wealth Management, exiting entirely with an estimated $5.78M sold.

  • 40 institutional investors held Avantis US Small Cap Equity ETF (AVSC) as of Q1 2023, up from 26 in Q4 2022.
  • Funds reported $93.9M of Avantis US Small Cap Equity ETF stock for Q1 2023, up 63% quarter-over-quarter.
  • 16 funds opened new Avantis US Small Cap Equity ETF positions in Q1 2023 and 2 closed out, a net change of +14 holders.
  • The largest Avantis US Small Cap Equity ETF buyer in Q1 2023 was Elwood & Goetz Wealth Advisory Group, an estimated $18.3M added.
  • The largest Avantis US Small Cap Equity ETF seller in Q1 2023 was Merriman Wealth Management, an estimated $5.78M sold.

Based on aggregated 13F filings for Q1 2023.