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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 %
EFN
276
Equita Financial Network
Pennsylvania
$4.11M -$251K -2,803 -6%
DWM
277
Dogwood Wealth Management
Kansas
$4.09M +$646K +7,200 +19%
RPCA
278
Running Point Capital Advisors
California
$4M +$442K +4,926 +12%
LCM
279
Liberty Capital Management
Michigan
$4M +$710K +7,909 +22%
CFO
280
CVA Family Office
Colorado
$3.97M -$583K -6,499 -13%
EW
281
Enzi Wealth
Texas
$3.96M +$559K +6,334 +16%
WW
282
Waterfront Wealth
Kansas
$3.9M +$526K +5,859 +16%
SRSA
283
S.R. Schill & Associates
Washington
$3.85M +$85.4K +952 +2%
FFA
284
Farther Finance Advisors
California
$3.84M -$44.3K -497 -1%
SWP
285
Stratos Wealth Partners
Ohio
$3.84M +$1.58M +17,569 +70%
W
286
WorthPointe
California
$3.75M +$231K +2,572 +7%
KAM
287
KEB Asset Management
Illinois
$3.67M +$651K +7,257 +22%
SPIA
288
Steward Partners Investment Advisory
New York
$3.67M +$126K +1,401 +4%
AC
289
Apella Capital
Connecticut
$3.64M +$356K +4,035 +11%
CL
290
CSS LLC
Illinois
$3.6M
AWS
291
Atria Wealth Solutions
New York
$3.58M +$17.6K +196 +0.5%
ME
292
McIlrath & Eck
Washington
$3.56M +$3.56M +39,703 New
BFG
293
Beacon Financial Group
Texas
$3.56M +$548K +6,103 +18%
DPI
294
Diversified Portfolios Inc
Michigan
$3.52M +$389K +4,336 +12%
CWA
295
Canvas Wealth Advisors
Kansas
$3.47M +$380K +3,837 +12%
NCM
296
Northland Capital Management
Minnesota
$3.46M +$846K +9,424 +32%
SF
297
Slagle Financial
Illinois
$3.44M +$436K +4,855 +15%
DWA
298
Delap Wealth Advisory
Oregon
$3.34M +$1.67M +18,644 +100%
Jones Financial Companies
299
Jones Financial Companies
Missouri
$3.34M +$1.68M +18,674 +101%
AAS
300
Annex Advisory Services
Wisconsin
$3.33M -$88.1M -981,436 -96%