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Avantis US Small Cap Equity ETF

81 hedge funds and large institutions have $1.01B invested in Avantis US Small Cap Equity ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
81
Holders Change
+21
Holders Change %
+35%
% of All Funds
1.19%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
27
Increased
37
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$655K 12,836 +4,905 +62%
EWA
52
EverSource Wealth Advisors
Alabama
$626K 12,266 +399 +3%
PWA
53
PCG Wealth Advisors
Kansas
$591K 11,574 -725 -6%
GB
54
Goepper Burkhardt
South Carolina
$584K 11,715 +11,715 New
TIM
55
Tortoise Investment Management
New York
$571K 11,176 +555 +5%
CFS
56
CRA Financial Services
New Jersey
$568K 11,126 +2,045 +23%
Creative Planning
57
Creative Planning
Kansas
$561K 10,992 -397 -3%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$517K 10,123 +10,123 New
CG
59
Caprock Group
Idaho
$434K 8,509 -270 -3%
ZF
60
Zhang Financial
Michigan
$409K 8,015 +8,015 New
LSA
61
Lion Street Advisors
Texas
$285K 5,587 +5,587 New
GAM
62
GEM Asset Management
Michigan
$272K 5,328 +10 +0.2%
IFA
63
Index Fund Advisors
California
$248K 4,852 +149 +3%
KAS
64
Kestra Advisory Services
Texas
$230K 4,499 +4,499 New
AWM
65
Arista Wealth Management
Nevada
$220K 4,306 +4,306 New
EFP
66
EnRich Financial Partners
Wisconsin
$220K 4,305 +4,305 New
MWM
67
Mattern Wealth Management
Kansas
$215K 4,213 +4,213 New
PA
68
Parallel Advisors
California
$174K 3,416 +2,216 +185%
Morgan Stanley
69
Morgan Stanley
New York
$154K 3,018 -2,460 -45%
RWM
70
Ruedi Wealth Management
Illinois
$150K 2,947
HI
71
Harbour Investments
Wisconsin
$131K 2,567 +132 +5%
CPA
72
Cardiff Park Advisors
California
$106K 2,078
SPIA
73
Steward Partners Investment Advisory
New York
$94.5K 1,850 +1,850 New
RFG
74
REAP Financial Group
Texas
$42.2K 827 +827 New
Osaic Holdings
75
Osaic Holdings
Arizona
$37.1K 726 +673 +1,270%