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Avantis US Small Cap Value ETF

404 hedge funds and large institutions have $3.58B invested in Avantis US Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 212 increasing their positions, 88 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+46
Holders Change %
+12.85%
% of All Funds
6.47%
Holding in Top 10
69
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.1%
New
67
Increased
212
Reduced
88
Closed
17
Calls
$267K
Puts
$27.3M
Net Calls
-$27M
Net Calls Change
-$27M
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
276
Balboa Wealth Partners
Arizona
$705K +$705K +9,519 New
WWP
277
WR Wealth Planners
Missouri
$702K +$31K +419 +5%
LEFP
278
Leading Edge Financial Planning
Tennessee
$700K +$239K +3,221 +52%
Jane Street
279
Jane Street
New York
$697K -$8.07M -108,977 -92%
AIP
280
Almanack Investment Partners
Pennsylvania
$692K +$233K +3,151 +51%
KA
281
Klingman & Associates
New York
$683K +$2.37K +32 +0.3%
AAS
282
Avantax Advisory Services
Texas
$675K +$49.1K +663 +8%
TC
283
Trilogy Capital
California
$667K +$212K +2,859 +47%
BPA
284
Beacon Pointe Advisors
California
$666K +$666K +8,985 New
SSWM
285
Sheets Smith Wealth Management
North Carolina
$662K +$420K +5,671 +174%
MAM
286
McLean Asset Management
Virginia
$660K -$182K -2,460 -22%
EWA
287
EverSource Wealth Advisors
Alabama
$643K -$146K -1,973 -19%
CWA
288
Canvas Wealth Advisors
Kansas
$610K -$232K -3,232 -28%
ASFA
289
All Season Financial Advisors
Colorado
$598K +$77.5K +1,046 +15%
CPIA
290
Cornell Pochily Investment Advisors
New York
$596K +$385K +5,197 +182%
GFG
291
Goldstone Financial Group
Illinois
$575K +$575K +7,764 New
AW
292
Atlas Wealth
Ohio
$571K -$14.7K -199 -3%
OWM
293
Orgel Wealth Management
Wisconsin
$569K
Northern Trust
294
Northern Trust
Illinois
$569K +$569K +7,677 New
JSW
295
Journey Strategic Wealth
New Jersey
$569K -$11.1K -150 -2%
PCA
296
Prosperity Capital Advisors
Ohio
$567K +$567K +7,650 New
SC
297
Savant Capital
Illinois
$553K +$553K +7,472 New
Cetera Investment Advisers
298
Cetera Investment Advisers
Illinois
$552K +$108K +1,455 +24%
LSA
299
L & S Advisors
California
$541K +$541K +7,311 New
CAMG
300
CWA Asset Management Group
Florida
$524K +$22.2K +300 +4%