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Avantis US Small Cap Equity ETF

122 hedge funds and large institutions have $1.22B invested in Avantis US Small Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
122
Holders Change
+19
Holders Change %
+18.45%
% of All Funds
1.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
26
Increased
61
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$646M 11,962,624 +1,331,635 +13%
MIAS
2
Mason Investment Advisory Services
Virginia
$180M 3,336,687 +11,177 +0.3%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$43.7M 808,609 +75,117 +10%
EGWAG
4
Elwood & Goetz Wealth Advisory Group
Georgia
$29.2M 540,001 +34,776 +7%
AUB
5
Atlantic Union Bankshares
Virginia
$29M 536,826 +31,515 +6%
AWM
6
AE Wealth Management
Kansas
$16M 297,066 +297,066 New
American Century Companies
7
American Century Companies
Missouri
$15.3M 283,761 +27,641 +11%
LPL Financial
8
LPL Financial
California
$15M 278,520 +16,317 +6%
PLFA
9
Pacific Life Fund Advisors
California
$14.4M 267,190 +168,005 +169%
WPA
10
West Paces Advisors
Georgia
$13.7M 252,976 +6,137 +2%
FWP
11
FAS Wealth Partners
Kansas
$13.1M 242,785 +5,459 +2%
Corient Private Wealth
12
Corient Private Wealth
Florida
$12.2M 225,435 +33,053 +17%
WAG
13
Wheelhouse Advisory Group
Missouri
$10.8M 112,749 +6,657 +6%
BFG
14
Berger Financial Group
Minnesota
$10.8M 199,739 +199,739 New
OIA
15
OneDigital Investment Advisors
Kansas
$10M 185,642 +3,671 +2%
WCA
16
Waypoint Capital Advisors
Minnesota
$10M 185,633 +597 +0.3%
FIM
17
Freedom Investment Management
Connecticut
$9.52M 176,230 +176,230 New
ACP
18
Aveo Capital Partners
Colorado
$9M 166,604 +9,017 +6%
FIA
19
Foundations Investment Advisors
Arizona
$8.68M 160,698 +32,020 +25%
SW
20
Simplicity Wealth
New Jersey
$8.16M 151,138 +134,770 +823%
PIWA
21
Prevail Innovative Wealth Advisors
Kansas
$7.99M 147,902 +42,182 +40%
PAS
22
Park Avenue Securities
New York
$6.83M 126,359 +13,995 +12%
BHWM
23
Beaird Harris Wealth Management
Texas
$6.8M 125,864 -949 -0.7%
WFA
24
Websterrogers Financial Advisors
South Carolina
$5.26M 97,326 +1,277 +1%
CPL
25
CAP Partners LLC
Tennessee
$4.67M 86,370 +3,433 +4%