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Avantis US Small Cap Equity ETF

52 hedge funds and large institutions have $442M invested in Avantis US Small Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+12
Holders Change %
+30%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
21
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
26
WMS Partners
Maryland
$638K
BPA
27
Beacon Pointe Advisors
California
$545K +$545K +11,953 New
Creative Planning
28
Creative Planning
Kansas
$521K -$17.1K -375 -3%
T
29
TRUADVICE
Florida
$520K +$9.62K +201 +2%
PWA
30
PCG Wealth Advisors
Kansas
$518K +$518K +11,354 New
EWA
31
EverSource Wealth Advisors
Alabama
$514K -$15.1K -330 -3%
CPIG
32
Chicago Partners Investment Group
Illinois
$496K +$143K +2,950 +41%
AA
33
Aire Advisors
California
$447K +$447K +9,797 New
TIM
34
Tortoise Investment Management
New York
$431K +$64.1K +1,405 +17%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$425K -$35.5K -777 -8%
CG
36
Caprock Group
Idaho
$401K +$401K +8,790 New
LFA
37
Level Financial Advisors
New York
$389K +$59.3K +1,299 +18%
CWA
38
Canvas Wealth Advisors
Kansas
$374K +$26.8K +554 +8%
CFS
39
CRA Financial Services
New Jersey
$359K +$359K +7,865 New
MIAS
40
Mason Investment Advisory Services
Virginia
$274K -$138K -3,034 -34%
GAM
41
GEM Asset Management
Michigan
$242K +$411 +9 +0.2%
CPWM
42
Cypress Point Wealth Management
Texas
$238K +$238K +5,210 New
Morgan Stanley
43
Morgan Stanley
New York
$225K +$225K +4,925 New
AFS
44
Annapolis Financial Services
Maryland
$171K +$91.5K +2,006 +115%
HI
45
Harbour Investments
Wisconsin
$139K +$18.6K +407 +15%
RWM
46
Ruedi Wealth Management
Illinois
$134K +$134K +2,947 New
CPA
47
Cardiff Park Advisors
California
$94.8K
Bank of America
48
Bank of America
North Carolina
$79.9K +$79.9K +1,750 New
PA
49
Parallel Advisors
California
$22.8K +$22.8K +500 New
TF
50
TimeScale Financial
Massachusetts
$3.83K +$3.83K +84 New