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Avantis US Small Cap Equity ETF
AVSC

122 hedge funds and large institutions have $1.22B invested in Avantis US Small Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

281% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 16

25% more capital invested

Capital invested by funds: $976M → $1.22B (+$243M)

18% more funds holding

Funds holding: 103 → 122 (+19)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

0.15% less ownership

Funds ownership: 90.26% → 90.11% (-0.15%)

Holders
122
Holders Change
+19
Holders Change %
+18.45%
% of All Funds
1.75%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
26
Increased
61
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$70.3M
2
AWM
AE Wealth Management
Kansas
+$15.7M
3
BFG
Berger Financial Group
Minnesota
+$10.5M
4
FIM
Freedom Investment Management
Connecticut
+$9.3M
5
PLFA
Pacific Life Fund Advisors
California
+$8.87M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.65M
2
AW
Atlas Wealth
Ohio
-$1.03M
3
JP Morgan Chase
JP Morgan Chase
New York
-$589K
4
Jane Street
Jane Street
New York
-$386K
5
GB
Goepper Burkhardt
South Carolina
-$227K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$646M +$70.3M +1,331,635 +13%
MIAS
2
Mason Investment Advisory Services
Virginia
$180M +$590K +11,177 +0.3%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$43.7M +$3.96M +75,117 +10%
EGWAG
4
Elwood & Goetz Wealth Advisory Group
Georgia
$29.2M +$1.84M +34,776 +7%
AUB
5
Atlantic Union Bankshares
Virginia
$29M +$1.66M +31,515 +6%
AWM
6
AE Wealth Management
Kansas
$16M +$15.7M +297,066 New
American Century Companies
7
American Century Companies
Missouri
$15.3M +$1.46M +27,641 +11%
LPL Financial
8
LPL Financial
California
$15M +$861K +16,317 +6%
PLFA
9
Pacific Life Fund Advisors
California
$14.4M +$8.87M +168,005 +169%
WPA
10
West Paces Advisors
Georgia
$13.7M +$324K +6,137 +2%
FWP
11
FAS Wealth Partners
Kansas
$13.1M +$288K +5,459 +2%
Corient Private Wealth
12
Corient Private Wealth
Florida
$12.2M +$1.74M +33,053 +17%
WAG
13
Wheelhouse Advisory Group
Missouri
$10.8M +$351K +6,657 +6%
BFG
14
Berger Financial Group
Minnesota
$10.8M +$10.5M +199,739 New
OIA
15
OneDigital Investment Advisors
Kansas
$10M +$194K +3,671 +2%
WCA
16
Waypoint Capital Advisors
Minnesota
$10M +$31.5K +597 +0.3%
FIM
17
Freedom Investment Management
Connecticut
$9.52M +$9.3M +176,230 New
ACP
18
Aveo Capital Partners
Colorado
$9M +$476K +9,017 +6%
FIA
19
Foundations Investment Advisors
Arizona
$8.68M +$1.69M +32,020 +25%
SW
20
Simplicity Wealth
New Jersey
$8.16M +$7.11M +134,770 +823%
PIWA
21
Prevail Innovative Wealth Advisors
Kansas
$7.99M +$2.23M +42,182 +40%
PAS
22
Park Avenue Securities
New York
$6.83M +$739K +13,995 +12%
BHWM
23
Beaird Harris Wealth Management
Texas
$6.8M -$50.1K -949 -0.7%
WFA
24
Websterrogers Financial Advisors
South Carolina
$5.26M +$67.4K +1,277 +1%
CPL
25
CAP Partners LLC
Tennessee
$4.67M +$181K +3,433 +4%
1
2 3 4 5

AVSC Hedge Fund Activity: Q3 2024 in Review

122 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Equity ETF (AVSC) for Q3 2024, worth a combined $1.22B — up 25% from $976M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new AVSC positions and 6 closed out — a net gain of 20 holders — while 61 added to existing stakes and 16 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $70.3M. The largest seller was Susquehanna International Group, cutting an estimated $1.65M.

  • 122 institutional investors held Avantis US Small Cap Equity ETF (AVSC) as of Q3 2024, up from 103 in Q2 2024.
  • Funds reported $1.22B of Avantis US Small Cap Equity ETF stock for Q3 2024, up 25% quarter-over-quarter.
  • 26 funds opened new Avantis US Small Cap Equity ETF positions in Q3 2024 and 6 closed out, a net change of +20 holders.
  • The largest Avantis US Small Cap Equity ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $70.3M added.
  • The largest Avantis US Small Cap Equity ETF seller in Q3 2024 was Susquehanna International Group, an estimated $1.65M sold.

Based on aggregated 13F filings for Q3 2024.