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Avantis US Small Cap Value ETF

562 hedge funds and large institutions have $6.46B invested in Avantis US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 298 increasing their positions, 104 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+114
Holders Change %
+25.45%
% of All Funds
8.24%
Holding in Top 10
111
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+50%
% of All Funds
1.63%
New
130
Increased
298
Reduced
104
Closed
9
Calls
$557K
Puts
$395K
Net Calls
+$162K
Net Calls Change
+$668K
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
251
Dogwood Wealth Management
Kansas
$3.13M +$3.13M +34,855 New
AC
252
Apella Capital
Connecticut
$3.11M -$351K -4,025 -10%
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$3.1M +$3.1M +34,485 New
PCM
254
Peirce Capital Management
Texas
$3.05M +$3.05M +33,938 New
RPCA
255
Running Point Capital Advisors
California
$3.03M +$3.03M +33,776 New
ARC
256
Advisor Resource Council
Texas
$3.01M +$2.47M +27,499 +456%
MRWM
257
ML&R Wealth Management
Texas
$2.93M +$119K +1,324 +4%
PHWM
258
Pine Harbor Wealth Management
Maryland
$2.92M +$2.92M +32,498 New
MFG
259
Midwest Financial Group
Kansas
$2.9M +$868K +9,661 +43%
PCMC
260
Paragon Capital Management (Colorado)
Colorado
$2.87M +$76.2K +848 +3%
CM
261
Cornerstone Management
Georgia
$2.85M -$22.9K -255 -0.8%
CL
262
CSS LLC
Illinois
$2.83M +$449K +5,000 +19%
EWMCB
263
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.82M +$2.82M +31,430 New
AFS
264
Annapolis Financial Services
Maryland
$2.79M +$112K +1,247 +4%
SF
265
Slagle Financial
Illinois
$2.75M +$1.54M +34,224 +126%
KAM
266
KEB Asset Management
Illinois
$2.71M +$2.4M +26,736 +769%
LNWWM
267
Laird Norton Wetherby Wealth Management
California
$2.69M
CA
268
Cetera Advisors
Colorado
$2.69M -$36.9K -411 -1%
THL
269
Tillman Hartley LLC
Colorado
$2.69M +$9.7K +108 +0.4%
MA
270
Mutual Advisors
Nebraska
$2.68M +$222K +2,472 +9%
IAS
271
IMA Advisory Services
Colorado
$2.67M -$1.35K -15 -0.1%
GSWM
272
Greenup Street Wealth Management
Michigan
$2.67M +$53.8K +599 +2%
TC
273
Trilogy Capital
California
$2.63M +$729K +8,119 +38%
FAM
274
Flaharty Asset Management
Florida
$2.63M -$161K -1,795 -6%
Betterment LLC
275
Betterment LLC
New York
$2.62M +$75.1K +836 +3%