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Avantis US Small Cap Equity ETF

40 hedge funds and large institutions have $93.9M invested in Avantis US Small Cap Equity ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
40
Holders Change
+14
Holders Change %
+53.85%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
17
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EGWAG
1
Elwood & Goetz Wealth Advisory Group
Georgia
$17.6M 399,595 +399,595 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11M 248,319 +75,722 +44%
FWP
3
FAS Wealth Partners
Kansas
$9.34M 211,825 +63,393 +43%
WCA
4
Waypoint Capital Advisors
Minnesota
$7.51M 170,196 -4,973 -3%
American Century Companies
5
American Century Companies
Missouri
$7.28M 165,127 +74,006 +81%
BHWM
6
Beaird Harris Wealth Management
Texas
$6.08M 137,928 -1,546 -1%
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$5.68M 128,860 +18,271 +17%
Corient Private Wealth
8
Corient Private Wealth
Florida
$5.11M 115,814 +75,061 +184%
WFA
9
Websterrogers Financial Advisors
South Carolina
$4.84M 109,659 +10,515 +11%
FIA
10
Foundations Investment Advisors
Arizona
$2.49M 56,448 +56,448 New
PAS
11
Park Avenue Securities
New York
$2.04M 46,353 +46,353 New
MRWM
12
ML&R Wealth Management
Texas
$1.38M 31,349 -3,490 -10%
PL
13
Plancorp LLC
Missouri
$1.29M 29,295 +2,250 +8%
MFT
14
Moisand Fitzgerald Tamayo
Florida
$1.17M 26,524 -5,382 -17%
Mariner
15
Mariner
Kansas
$1.15M 25,990 +25,990 New
AW
16
Atlas Wealth
Ohio
$956K 21,671 +88 +0.4%
THL
17
Tillman Hartley LLC
Colorado
$904K 20,508 +1,056 +5%
Jane Street
18
Jane Street
New York
$872K 19,778 +19,778 New
Citadel Advisors
19
Citadel Advisors
Florida
$840K 19,039 +19,039 New
LA
20
LexAurum Advisors
Kansas
$772K 17,508 +17,508 New
WP
21
WMS Partners
Maryland
$617K 13,980 -557 -4%
FFA
22
Farther Finance Advisors
California
$528K 11,969 +5,174 +76%
Creative Planning
23
Creative Planning
Kansas
$520K 11,802 +8 +0.1%
EWA
24
EverSource Wealth Advisors
Alabama
$512K 11,604 +11,604 New
T
25
TRUADVICE
Florida
$455K 10,672 +10,672 New