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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 %
CIA
251
Concurrent Investment Advisors
Florida
$4.82M +$50K +557 +1%
EFL
252
ERn Financial LLC
Wisconsin
$4.76M +$1.13M +12,568 +31%
CWM
253
Castle Wealth Management
Florida
$4.73M -$169K -1,881 -3%
LOIM
254
Liberty One Investment Management
Illinois
$4.73M -$83.7K -933 -2%
PHWM
255
Pine Harbor Wealth Management
Maryland
$4.7M +$570K +6,349 +14%
CFG
256
Carr Financial Group
Massachusetts
$4.7M +$4.7M +52,348 New
KAS
257
KPP Advisory Services
Kentucky
$4.68M +$528K +5,887 +13%
WWP
258
WR Wealth Planners
Missouri
$4.65M -$278K -3,095 -6%
MFG
259
Midwest Financial Group
Kansas
$4.65M +$691K +7,706 +17%
SCM
260
Sterneck Capital Management
Missouri
$4.54M +$798K +8,899 +21%
CSIA
261
Conrad Siegel Investment Advisors
Pennsylvania
$4.46M -$27K -301 -0.6%
Truist Financial
262
Truist Financial
North Carolina
$4.43M -$13.1M -146,480 -75%
CBT
263
CoreFirst Bank & Trust
Kansas
$4.4M +$151K +1,687 +4%
SWM
264
Seed Wealth Management
Illinois
$4.39M +$67.7K +755 +2%
SC
265
Savant Capital
Illinois
$4.39M -$234K -2,613 -5%
LA
266
LexAurum Advisors
Kansas
$4.3M +$423K +4,713 +11%
PWM
267
Perigon Wealth Management
California
$4.29M +$87.1K +971 +2%
FM
268
Foster & Motley
Ohio
$4.27M +$358K +3,987 +9%
LWA
269
Lantern Wealth Advisors
New York
$4.25M +$11.9K +133 +0.3%
CPWM
270
Cypress Point Wealth Management
Texas
$4.24M -$74.3K -828 -2%
UWM
271
USAdvisors Wealth Management
Minnesota
$4.24M -$180K -2,004 -4%
SHFA
272
SC&H Financial Advisors
Maryland
$4.23M -$10.2K -114 -0.2%
RRWA
273
Rainey & Randall Wealth Advisors
Florida
$4.22M +$867K +9,659 +26%
BPA
274
Beacon Pointe Advisors
California
$4.18M +$147K +1,638 +4%
Janney Montgomery Scott
275
Janney Montgomery Scott
Pennsylvania
$4.14M +$4.76K +53 +0.1%