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Avantis US Small Cap Equity ETF

103 hedge funds and large institutions have $976M invested in Avantis US Small Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
103
Holders Change
+15
Holders Change %
+17.05%
% of All Funds
1.5%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
24
Increased
52
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$531M 10,630,989 +1,086,543 +11%
MIAS
2
Mason Investment Advisory Services
Virginia
$166M 3,325,510 +53,052 +2%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$36.6M 733,492 +79,488 +12%
AUB
4
Atlantic Union Bankshares
Virginia
$25.2M 505,311 +51,637 +11%
EGWAG
5
Elwood & Goetz Wealth Advisory Group
Georgia
$25.2M 505,225 +43,494 +9%
LPL Financial
6
LPL Financial
California
$13.1M 262,203 +28,115 +12%
American Century Companies
7
American Century Companies
Missouri
$12.8M 256,120 +23,602 +10%
WPA
8
West Paces Advisors
Georgia
$12.3M 246,839 +243,839 +8,128%
FWP
9
FAS Wealth Partners
Kansas
$11.8M 237,326 +7,165 +3%
Corient Private Wealth
10
Corient Private Wealth
Florida
$9.6M 192,382 +185,432 +2,668%
WAG
11
Wheelhouse Advisory Group
Missouri
$9.5M 106,092 +8,894 +9%
WCA
12
Waypoint Capital Advisors
Minnesota
$9.24M 185,036 -10,882 -6%
OIA
13
OneDigital Investment Advisors
Kansas
$9.08M 181,971 +4,704 +3%
ACP
14
Aveo Capital Partners
Colorado
$7.87M 157,587 +10,445 +7%
FIA
15
Foundations Investment Advisors
Arizona
$6.42M 128,678 +6,234 +5%
BHWM
16
Beaird Harris Wealth Management
Texas
$6.33M 126,813 -11,570 -8%
PAS
17
Park Avenue Securities
New York
$5.61M 112,364 +19,291 +21%
PIWA
18
Prevail Innovative Wealth Advisors
Kansas
$5.28M 105,720 +6,600 +7%
PLFA
19
Pacific Life Fund Advisors
California
$4.95M 99,185 +99,185 New
WFA
20
Websterrogers Financial Advisors
South Carolina
$4.79M 96,049 +2,743 +3%
CPL
21
CAP Partners LLC
Tennessee
$4.14M 82,937 +7,661 +10%
DWM
22
Dogwood Wealth Management
Kansas
$3.64M 72,928 +4,836 +7%
PCM
23
Passive Capital Management
Maryland
$3.12M 62,500
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$3.09M 61,846 -42,775 -41%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.75M 55,154 -9,108 -14%