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Avantis US Small Cap Value ETF

643 hedge funds and large institutions have $7.66B invested in Avantis US Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 388 increasing their positions, 143 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+15
Holders Change %
+2.39%
% of All Funds
9.35%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
1.64%
New
68
Increased
388
Reduced
143
Closed
44
Calls
$1.29M
Puts
$377K
Net Calls
+$915K
Net Calls Change
-$529K
Name Holding Trade Value Shares
Change
Shares
Change %
PSCM
226
Per Stirling Capital Management
Texas
$5.57M -$284K -3,170 -5%
IPW
227
Intergy Private Wealth
Colorado
$5.55M +$202K +2,253 +4%
ACP
228
Aveo Capital Partners
Colorado
$5.54M +$523K +5,834 +10%
JSW
229
Journey Strategic Wealth
New Jersey
$5.49M +$519K +5,784 +10%
NCM
230
NCM Capital Management
New Jersey
$5.46M +$406K +4,520 +8%
ASFA
231
All Season Financial Advisors
Colorado
$5.33M +$433K +4,827 +9%
BIP
232
Blue Investment Partners
California
$5.31M -$16.5K -184 -0.3%
VWA
233
Visionary Wealth Advisors
Illinois
$5.3M -$13.2K -147 -0.2%
Susquehanna International Group
234
Susquehanna International Group
Pennsylvania
$5.29M +$5.29M +58,969 New
BWP
235
BSW Wealth Partners
Colorado
$5.25M +$1.18M +13,119 +29%
FNBSF
236
First National Bank Sioux Falls
South Dakota
$5.19M +$316K +3,523 +6%
CPA
237
Capital Performance Advisors
California
$5.19M +$268K +2,986 +5%
WFS
238
Widmann Financial Services
Maryland
$5.16M +$45.6K +508 +0.9%
SDWIA
239
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.13M +$473K +5,277 +10%
MHB
240
Midwest Heritage Bank
Iowa
$5.11M -$16.2K -181 -0.3%
ACA
241
Aspire Capital Advisors
Washington
$5.06M +$99.9K +1,114 +2%
SOS
242
Silver Oak Securities
Tennessee
$5.02M +$372K +4,146 +8%
IA
243
IFP Advisors
Florida
$4.99M +$344K +3,834 +7%
WPIC
244
White Pine Investment Company
Michigan
$4.97M +$430K +4,787 +9%
SFA
245
Sequoia Financial Advisors
Ohio
$4.95M +$4.95M +55,144 New
PCM
246
Passive Capital Management
Maryland
$4.94M +$5.29K +59 +0.1%
LFAS
247
Level Four Advisory Services
Texas
$4.92M +$124K +1,384 +3%
LFA
248
Longview Financial Advisors
Alabama
$4.92M +$28.7K +320 +0.6%
PWA
249
PCG Wealth Advisors
Kansas
$4.89M +$237K +2,647 +5%
ICM
250
Islay Capital Management
Texas
$4.85M +$140K +1,555 +3%