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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EGWAG
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
+$18.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.47M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$3.44M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$3.39M |
| 5 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$2.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$5.78M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$1.34M |
| 3 |
MFT
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
-$247K |
| 4 |
WCA
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
-$228K |
| 5 |
MRWM
ML&R Wealth Management
Austin,
Texas
|
-$160K |
AVSC Hedge Fund Activity: Q1 2023 in Review
40 of the 6,283 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.