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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$350M 6,864,106 +429,421 +7%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$343M 6,713,733 +457,910 +7%
MIAS
3
Mason Investment Advisory Services
Virginia
$131M 2,567,964 +2,561,374 +38,868%
EGWAG
4
Elwood & Goetz Wealth Advisory Group
Georgia
$22.6M 442,179 +16,094 +4%
FWP
5
FAS Wealth Partners
Kansas
$11.4M 222,572 +5,613 +3%
American Century Companies
6
American Century Companies
Missouri
$10.7M 209,128 -44,853 -18%
WCA
7
Waypoint Capital Advisors
Minnesota
$9.68M 189,598 -14,598 -7%
OIA
8
OneDigital Investment Advisors
Kansas
$8.85M 173,402 +12,294 +8%
AUB
9
Atlantic Union Bankshares
Virginia
$8.76M 171,477 +171,477 New
Corient Private Wealth
10
Corient Private Wealth
Florida
$8.54M 167,259 +24,134 +17%
WAG
11
Wheelhouse Advisory Group
Missouri
$7.97M 88,700 +88,700 New
ACP
12
Aveo Capital Partners
Colorado
$7.46M 146,044 +40,365 +38%
BHWM
13
Beaird Harris Wealth Management
Texas
$7.22M 141,367 -436 -0.3%
FIA
14
Foundations Investment Advisors
Arizona
$5.69M 115,627 +6,068 +6%
WFA
15
Websterrogers Financial Advisors
South Carolina
$5.27M 103,227 -1,865 -2%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$5.15M 100,920 +99,312 +6,176%
BDWCC
17
B&D White Capital Company
Texas
$4.55M 89,114 +89,114 New
PAS
18
Park Avenue Securities
New York
$4.2M 82,314 +7,451 +10%
CPL
19
CAP Partners LLC
Tennessee
$3.77M 73,903 +73,903 New
PCM
20
Passive Capital Management
Maryland
$3.19M 62,500 +62,500 New
DWM
21
Dogwood Wealth Management
Kansas
$3.15M 61,641 +61,641 New
Jane Street
22
Jane Street
New York
$3.01M 59,000 +59,000 New
LPL Financial
23
LPL Financial
California
$2.67M 52,352 +43,826 +514%
AA
24
AlphaQ Advisors
Florida
$2.17M 42,577 +42,577 New
MML Investors Services
25
MML Investors Services
Massachusetts
$1.97M 38,553 +12,637 +49%