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Avantis US Small Cap Equity ETF

152 hedge funds and large institutions have $1.98B invested in Avantis US Small Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 62 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
152
Holders Change
+30
Holders Change %
+24.59%
% of All Funds
2.02%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
41
Increased
62
Reduced
28
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
$670M 12,321,560 +358,936 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$624M 11,484,250 +11,484,250 New
MIAS
3
Mason Investment Advisory Services
Virginia
$183M 3,361,437 +24,750 +0.7%
WMN
4
Wealth Management Nebraska
Nebraska
$51.2M 529,923 +529,923 New
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$45.7M 841,140 +32,531 +4%
AUB
6
Atlantic Union Bankshares
Virginia
$30.8M 565,887 +29,061 +5%
EGWAG
7
Elwood & Goetz Wealth Advisory Group
Georgia
$30.7M 564,006 +24,005 +4%
PP
8
PrairieView Partners
Minnesota
$23.2M 426,111 +344,238 +420%
Morgan Stanley
9
Morgan Stanley
New York
$21.6M 396,662 +393,989 +14,740%
LPL Financial
10
LPL Financial
California
$17.9M 329,039 +50,519 +18%
AWM
11
AE Wealth Management
Kansas
$17.3M 317,709 +20,643 +7%
American Century Companies
12
American Century Companies
Missouri
$16.5M 304,189 +20,428 +7%
Corient Private Wealth
13
Corient Private Wealth
Florida
$13.2M 243,385 +17,950 +8%
FWP
14
FAS Wealth Partners
Kansas
$12.7M 234,146 -8,639 -4%
WPA
15
West Paces Advisors
Georgia
$12.6M 232,221 -20,755 -8%
BFG
16
Berger Financial Group
Minnesota
$12M 220,327 +20,588 +10%
WAG
17
Wheelhouse Advisory Group
Missouri
$11.4M 118,185 +5,436 +5%
OIA
18
OneDigital Investment Advisors
Kansas
$10.5M 193,874 +8,232 +4%
PIWA
19
Prevail Innovative Wealth Advisors
Kansas
$9.16M 168,432 +20,530 +14%
FIA
20
Foundations Investment Advisors
Arizona
$9.04M 166,386 +5,688 +4%
FIM
21
Freedom Investment Management
Connecticut
$8.98M 165,126 -11,104 -6%
PAS
22
Park Avenue Securities
New York
$8.44M 155,206 +28,847 +23%
PLFA
23
Pacific Life Fund Advisors
California
$8.01M 147,404 -119,786 -45%
ACP
24
Aveo Capital Partners
Colorado
$7.08M 130,191 -36,413 -22%
BHWM
25
Beaird Harris Wealth Management
Texas
$6.76M 124,286 -1,578 -1%