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Avantis US Small Cap Equity ETF

60 hedge funds and large institutions have $674M invested in Avantis US Small Cap Equity ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 1 closing their positions.

Holders
60
Holders Change
+8
Holders Change %
+15.38%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
29
Reduced
14
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BPA
26
Beacon Pointe Advisors
California
$675K +$146K +3,289 +28%
CPIG
27
Chicago Partners Investment Group
Illinois
$646K +$222K +5,334 +52%
PWA
28
PCG Wealth Advisors
Kansas
$544K +$41.8K +945 +8%
EWA
29
EverSource Wealth Advisors
Alabama
$525K +$26.3K +593 +5%
WP
30
WMS Partners
Maryland
$510K -$109K -2,456 -18%
Creative Planning
31
Creative Planning
Kansas
$504K -$1.68K -38 -0.3%
LFA
32
Level Financial Advisors
New York
$489K +$111K +2,511 +29%
TIM
33
Tortoise Investment Management
New York
$470K +$52.1K +1,176 +12%
AA
34
Aire Advisors
California
$434K +$620 +14 +0.1%
CFS
35
CRA Financial Services
New Jersey
$402K +$53.8K +1,216 +15%
T
36
TRUADVICE
Florida
$401K -$63.4K -1,483 -14%
CG
37
Caprock Group
Idaho
$389K -$487 -11 -0.1%
LPL Financial
38
LPL Financial
California
$377K +$377K +8,526 New
CWA
39
Canvas Wealth Advisors
Kansas
$373K +$48.5K +1,155 +15%
Citadel Advisors
40
Citadel Advisors
Florida
$361K -$360K -8,139 -50%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$351K +$351K +7,931 New
MIAS
42
Mason Investment Advisory Services
Virginia
$292K +$25.9K +584 +10%
Morgan Stanley
43
Morgan Stanley
New York
$243K +$24.5K +553 +11%
GAM
44
GEM Asset Management
Michigan
$235K +$531 +12 +0.2%
IFA
45
Index Fund Advisors
California
$208K +$208K +4,703 New
SFG
46
Steward Financial Group
Texas
$204K +$204K +4,609 New
AFS
47
Annapolis Financial Services
Maryland
$166K
RWM
48
Ruedi Wealth Management
Illinois
$130K
HI
49
Harbour Investments
Wisconsin
$108K -$27K -611 -20%
CPA
50
Cardiff Park Advisors
California
$92K