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Avantis US Small Cap Equity ETF
AVSC

88 hedge funds and large institutions have $919M invested in Avantis US Small Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

150% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 18

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

9% more funds holding

Funds holding: 81 → 88 (+7)

9% less capital invested

Capital invested by funds: $1.01B → $919M (-$91.1M)

36.32% less ownership

Funds ownership: 140.24% → 103.92% (-36%)

Holders
88
Holders Change
+7
Holders Change %
+8.64%
% of All Funds
1.27%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
15
Increased
45
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$134M
2
MIAS
Mason Investment Advisory Services
Virginia
+$35.2M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$31.7M
4
AUB
Atlantic Union Bankshares
Virginia
+$14.1M
5
LPL Financial
LPL Financial
California
+$9.09M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$343M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$8.02M
3
BDWCC
B&D White Capital Company
Texas
-$3.96M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.86M
5
Jane Street
Jane Street
New York
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$500M +$134M +2,680,340 +39%
MIAS
2
Mason Investment Advisory Services
Virginia
$171M +$35.2M +704,494 +27%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$34.2M +$31.7M +634,228 +3,207%
EGWAG
4
Elwood & Goetz Wealth Advisory Group
Georgia
$24.2M +$978K +19,552 +4%
AUB
5
Atlantic Union Bankshares
Virginia
$23.8M +$14.1M +282,197 +165%
LPL Financial
6
LPL Financial
California
$12.3M +$9.09M +181,736 +347%
American Century Companies
7
American Century Companies
Missouri
$12.2M +$1.17M +23,390 +11%
FWP
8
FAS Wealth Partners
Kansas
$12.1M +$379K +7,589 +3%
WCA
9
Waypoint Capital Advisors
Minnesota
$10.3M +$316K +6,320 +3%
OIA
10
OneDigital Investment Advisors
Kansas
$9.28M +$193K +3,865 +2%
WAG
11
Wheelhouse Advisory Group
Missouri
$9.11M +$425K +8,498 +10%
ACP
12
Aveo Capital Partners
Colorado
$7.41M +$54.9K +1,098 +0.8%
BHWM
13
Beaird Harris Wealth Management
Texas
$7.25M -$149K -2,984 -2%
FIA
14
Foundations Investment Advisors
Arizona
$6.41M +$341K +6,817 +6%
JP Morgan Chase
15
JP Morgan Chase
New York
$5.48M +$185K +3,701 +4%
PIWA
16
Prevail Innovative Wealth Advisors
Kansas
$5.19M +$3.64M +72,851 +277%
WFA
17
Websterrogers Financial Advisors
South Carolina
$4.89M -$496K -9,921 -10%
PAS
18
Park Avenue Securities
New York
$4.87M +$538K +10,759 +13%
CPL
19
CAP Partners LLC
Tennessee
$3.94M +$68.7K +1,373 +2%
DWM
20
Dogwood Wealth Management
Kansas
$3.57M +$323K +6,451 +10%
MML Investors Services
21
MML Investors Services
Massachusetts
$3.37M +$1.29M +25,709 +67%
AA
22
AlphaQ Advisors
Florida
$3.29M +$1.02M +20,307 +48%
PCM
23
Passive Capital Management
Maryland
$3.27M – – –
CPIG
24
Chicago Partners Investment Group
Illinois
$2.1M +$514K +10,286 +32%
CPWM
25
Cypress Point Wealth Management
Texas
$2.01M +$499K +9,976 +35%
1
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AVSC Hedge Fund Activity: Q1 2024 in Review

88 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Equity ETF (AVSC) for Q1 2024, worth a combined $919M — down 9% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AVSC positions and 5 closed out — a net gain of 10 holders — while 45 added to existing stakes and 18 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $134M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $343M sold.

  • 88 institutional investors held Avantis US Small Cap Equity ETF (AVSC) as of Q1 2024, up from 81 in Q4 2023.
  • Funds reported $919M of Avantis US Small Cap Equity ETF stock for Q1 2024, down 9% quarter-over-quarter.
  • 15 funds opened new Avantis US Small Cap Equity ETF positions in Q1 2024 and 5 closed out, a net change of +10 holders.
  • The largest Avantis US Small Cap Equity ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $134M added.
  • The largest Avantis US Small Cap Equity ETF seller in Q1 2024 was Mercer Global Advisors, an estimated $343M sold.

Based on aggregated 13F filings for Q1 2024.