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Avantis US Small Cap Equity ETF

152 hedge funds and large institutions have $1.98B invested in Avantis US Small Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 62 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 8

121% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 28

63% more capital invested

Capital invested by funds: $1.22B → $1.98B (+$763M)

44.41% more ownership

Funds ownership: 90.11%134.52% (+44%)

25% more funds holding

Funds holding: 122152 (+30)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

Holders
152
Holders Change
+30
Holders Change %
+24.59%
% of All Funds
2%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
41
Increased
62
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$670M +$20M +358,936 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$624M +$641M +11,484,250 New
MIAS
3
Mason Investment Advisory Services
Virginia
$183M +$1.38M +24,750 +0.7%
WMN
4
Wealth Management Nebraska
Nebraska
$51.2M +$29.6M +529,923 New
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$45.7M +$1.82M +32,531 +4%
AUB
6
Atlantic Union Bankshares
Virginia
$30.8M +$1.62M +29,061 +5%
EGWAG
7
Elwood & Goetz Wealth Advisory Group
Georgia
$30.7M +$1.34M +24,005 +4%
PP
8
PrairieView Partners
Minnesota
$23.2M +$19.2M +344,238 +420%
Morgan Stanley
9
Morgan Stanley
New York
$21.6M +$22M +393,989 +14,740%
LPL Financial
10
LPL Financial
California
$17.9M +$2.82M +50,519 +18%
AWM
11
AE Wealth Management
Kansas
$17.3M +$1.15M +20,643 +7%
American Century Companies
12
American Century Companies
Missouri
$16.5M +$1.14M +20,428 +7%
Corient Private Wealth
13
Corient Private Wealth
Florida
$13.2M +$1M +17,950 +8%
FWP
14
FAS Wealth Partners
Kansas
$12.7M -$482K -8,639 -4%
WPA
15
West Paces Advisors
Georgia
$12.6M -$1.16M -20,755 -8%
BFG
16
Berger Financial Group
Minnesota
$12M +$1.15M +20,588 +10%
WAG
17
Wheelhouse Advisory Group
Missouri
$11.4M +$304K +5,436 +5%
OIA
18
OneDigital Investment Advisors
Kansas
$10.5M +$460K +8,232 +4%
PIWA
19
Prevail Innovative Wealth Advisors
Kansas
$9.16M +$1.15M +20,530 +14%
FIA
20
Foundations Investment Advisors
Arizona
$9.04M +$318K +5,688 +4%
FIM
21
Freedom Investment Management
Connecticut
$8.98M -$620K -11,104 -6%
PAS
22
Park Avenue Securities
New York
$8.44M +$1.61M +28,847 +23%
PLFA
23
Pacific Life Fund Advisors
California
$8.01M -$6.69M -119,786 -45%
ACP
24
Aveo Capital Partners
Colorado
$7.08M -$2.03M -36,413 -22%
BHWM
25
Beaird Harris Wealth Management
Texas
$6.76M -$88.1K -1,578 -1%

AVSC Hedge Fund Activity: Q4 2024 in Review

152 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis US Small Cap Equity ETF (AVSC) for Q4 2024, worth a combined $1.98B — up 63% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AVSC positions and 8 closed out — a net gain of 33 holders — while 62 added to existing stakes and 28 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $641M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $8.16M sold.

  • 152 institutional investors held Avantis US Small Cap Equity ETF (AVSC) as of Q4 2024, up from 122 in Q3 2024.
  • Funds reported $1.98B of Avantis US Small Cap Equity ETF stock for Q4 2024, up 63% quarter-over-quarter.
  • 41 funds opened new Avantis US Small Cap Equity ETF positions in Q4 2024 and 8 closed out, a net change of +33 holders.
  • The largest Avantis US Small Cap Equity ETF buyer in Q4 2024 was Mercer Global Advisors, an estimated $641M added.
  • The largest Avantis US Small Cap Equity ETF seller in Q4 2024 was Simplicity Wealth, an estimated $8.16M sold.

Based on aggregated 13F filings for Q4 2024.