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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 Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$285M 6,434,685 +2,608,089 +68%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$277M 6,255,823 +2,559,207 +69%
EGWAG
3
Elwood & Goetz Wealth Advisory Group
Georgia
$18.9M 426,085 -10,251 -2%
American Century Companies
4
American Century Companies
Missouri
$11.2M 253,981 +50,355 +25%
FWP
5
FAS Wealth Partners
Kansas
$9.6M 216,959 +216,959 New
WCA
6
Waypoint Capital Advisors
Minnesota
$9.04M 204,196 +25,989 +15%
OIA
7
OneDigital Investment Advisors
Kansas
$7.13M 161,108 +21,377 +15%
Corient Private Wealth
8
Corient Private Wealth
Florida
$6.34M 143,125 +17,482 +14%
BHWM
9
Beaird Harris Wealth Management
Texas
$6.28M 141,803 -643 -0.5%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$5.33M 120,390 +6,193 +5%
FIA
11
Foundations Investment Advisors
Arizona
$4.85M 109,559 +21,915 +25%
ACP
12
Aveo Capital Partners
Colorado
$4.68M 105,679 -538 -0.5%
WFA
13
Websterrogers Financial Advisors
South Carolina
$4.65M 105,092 -14,589 -12%
PAS
14
Park Avenue Securities
New York
$3.31M 74,863 +17,108 +30%
MRWM
15
ML&R Wealth Management
Texas
$1.55M 34,985 +670 +2%
FFA
16
Farther Finance Advisors
California
$1.32M 29,705 +11,979 +68%
PL
17
Plancorp LLC
Missouri
$1.3M 29,295
Mariner
18
Mariner
Kansas
$1.19M 26,801 +486 +2%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.15M 25,916 +8,291 +47%
LA
20
LexAurum Advisors
Kansas
$930K 20,998 +835 +4%
AW
21
Atlas Wealth
Ohio
$920K 20,781
THL
22
Tillman Hartley LLC
Colorado
$908K 20,508
MFT
23
Moisand Fitzgerald Tamayo
Florida
$888K 20,067 -1,838 -8%
CPWM
24
Cypress Point Wealth Management
Texas
$877K 19,817 +14,607 +280%
NA
25
NewEdge Advisors
Louisiana
$736K 16,628 +1,055 +7%