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Avantis US Small Cap Value ETF

261 hedge funds and large institutions have $1.95B invested in Avantis US Small Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 138 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+36
Holders Change %
+16%
% of All Funds
4.41%
Holding in Top 10
39
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25.81%
% of All Funds
0.66%
New
55
Increased
138
Reduced
46
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPP
226
Capasso Planning Partners
South Carolina
$205K +$19.6K +286 +11%
CB
227
Commerce Bank
Missouri
$205K +$205K +3,000 New
TCWA
228
Ten Capital Wealth Advisors
Washington
$183K
HCA
229
Heck Capital Advisors
Wisconsin
$147K -$1.13M -16,558 -89%
PTC
230
Private Trust Company
Ohio
$133K +$133K +1,944 New
SC
231
Stephens Consulting
Michigan
$122K +$122K +1,782 New
LFA
232
Level Financial Advisors
New York
$119K +$83.5K +1,225 +236%
TFS
233
TrustCore Financial Services
Tennessee
$96K +$96K +1,400 New
TRCT
234
Tower Research Capital (TRC)
New York
$92K +$36.4K +530 +65%
LFG
235
Larson Financial Group
Missouri
$68K -$1.03K -15 -1%
HI
236
Harbour Investments
Wisconsin
$50K +$50K +724 New
Bank of America
237
Bank of America
North Carolina
$45K -$5.68K -84 -11%
IWP
238
IAG Wealth Partners
Wisconsin
$45K +$45K +656 New
US Bancorp
239
US Bancorp
Minnesota
$44K -$8.12K -117 -16%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$44K -$1.57K -23 -3%
CFGS
241
Concourse Financial Group Securities
Alabama
$40K
AF
242
Advisornet Financial
Minnesota
$35K +$35K +506 New
HFS
243
Heritage Financial Services
Massachusetts
$26K +$26K +393 New
WPA
244
West Paces Advisors
Georgia
$20.5K
BFEC
245
Benjamin F. Edwards & Company
Missouri
$18K +$69 +1 +0.4%
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$17K
National Bank of Canada
247
National Bank of Canada
Quebec, Canada
$17K
PFBT
248
Parkside Financial Bank & Trust
Missouri
$16K +$16K +240 New
PFGIA
249
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$5.74K +83 +79%
BWP
250
Baldwin Wealth Partners
Massachusetts
$8K