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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.

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 Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$175M 3,826,596 +3,578,277 +1,441%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$169M 3,696,616 +3,696,616 New
EGWAG
3
Elwood & Goetz Wealth Advisory Group
Georgia
$19.9M 436,336 +36,741 +9%
American Century Companies
4
American Century Companies
Missouri
$9.29M 203,626 +38,499 +23%
WCA
5
Waypoint Capital Advisors
Minnesota
$8.13M 178,207 +8,011 +5%
BHWM
6
Beaird Harris Wealth Management
Texas
$6.5M 142,446 +4,518 +3%
OIA
7
OneDigital Investment Advisors
Kansas
$6.38M 139,731 +139,731 New
Corient Private Wealth
8
Corient Private Wealth
Florida
$5.73M 125,643 +9,829 +8%
WFA
9
Websterrogers Financial Advisors
South Carolina
$5.46M 119,681 +10,022 +9%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$5.21M 114,197 -14,663 -11%
ACP
11
Aveo Capital Partners
Colorado
$4.85M 106,217 +106,217 New
FIA
12
Foundations Investment Advisors
Arizona
$4M 87,644 +31,196 +55%
PAS
13
Park Avenue Securities
New York
$2.64M 57,755 +11,402 +25%
MRWM
14
ML&R Wealth Management
Texas
$1.57M 34,315 +2,966 +9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.37M 30,058 +30,058 New
PL
16
Plancorp LLC
Missouri
$1.34M 29,295
Mariner
17
Mariner
Kansas
$1.2M 26,315 +325 +1%
AW
18
Atlas Wealth
Ohio
$1M 20,781 -890 -4%
MFT
19
Moisand Fitzgerald Tamayo
Florida
$1,000K 21,905 -4,619 -17%
THL
20
Tillman Hartley LLC
Colorado
$936K 20,508
LA
21
LexAurum Advisors
Kansas
$920K 20,163 +2,655 +15%
FFA
22
Farther Finance Advisors
California
$809K 17,726 +5,757 +48%
MML Investors Services
23
MML Investors Services
Massachusetts
$804K 17,625 +17,625 New
Citadel Advisors
24
Citadel Advisors
Florida
$744K 16,300 -2,739 -14%
NA
25
NewEdge Advisors
Louisiana
$711K 15,573 +15,573 New