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Avantis US Small Cap Equity ETF

88 hedge funds and large institutions have $919M invested in Avantis US Small Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
88
Holders Change
+7
Holders Change %
+8.64%
% of All Funds
1.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
15
Increased
45
Reduced
18
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
$500M 9,544,446 +2,680,340 +39%
MIAS
2
Mason Investment Advisory Services
Virginia
$171M 3,272,458 +704,494 +27%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$34.2M 654,004 +634,228 +3,207%
EGWAG
4
Elwood & Goetz Wealth Advisory Group
Georgia
$24.2M 461,731 +19,552 +4%
AUB
5
Atlantic Union Bankshares
Virginia
$23.8M 453,674 +282,197 +165%
LPL Financial
6
LPL Financial
California
$12.3M 234,088 +181,736 +347%
American Century Companies
7
American Century Companies
Missouri
$12.2M 232,518 +23,390 +11%
FWP
8
FAS Wealth Partners
Kansas
$12.1M 230,161 +7,589 +3%
WCA
9
Waypoint Capital Advisors
Minnesota
$10.3M 195,918 +6,320 +3%
OIA
10
OneDigital Investment Advisors
Kansas
$9.28M 177,267 +3,865 +2%
WAG
11
Wheelhouse Advisory Group
Missouri
$9.11M 97,198 +8,498 +10%
ACP
12
Aveo Capital Partners
Colorado
$7.41M 147,142 +1,098 +0.8%
BHWM
13
Beaird Harris Wealth Management
Texas
$7.25M 138,383 -2,984 -2%
FIA
14
Foundations Investment Advisors
Arizona
$6.41M 122,444 +6,817 +6%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$5.48M 104,621 +3,701 +4%
PIWA
16
Prevail Innovative Wealth Advisors
Kansas
$5.19M 99,120 +72,851 +277%
WFA
17
Websterrogers Financial Advisors
South Carolina
$4.89M 93,306 -9,921 -10%
PAS
18
Park Avenue Securities
New York
$4.87M 93,073 +10,759 +13%
CPL
19
CAP Partners LLC
Tennessee
$3.94M 75,276 +1,373 +2%
DWM
20
Dogwood Wealth Management
Kansas
$3.57M 68,092 +6,451 +10%
MML Investors Services
21
MML Investors Services
Massachusetts
$3.37M 64,262 +25,709 +67%
AA
22
AlphaQ Advisors
Florida
$3.29M 62,884 +20,307 +48%
PCM
23
Passive Capital Management
Maryland
$3.27M 62,500
CPIG
24
Chicago Partners Investment Group
Illinois
$2.1M 42,119 +10,286 +32%
CPWM
25
Cypress Point Wealth Management
Texas
$2.01M 38,314 +9,976 +35%