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Avantis US Small Cap Value ETF

702 hedge funds and large institutions have $9.22B invested in Avantis US Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 418 increasing their positions, 130 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+59
Holders Change %
+9.18%
% of All Funds
10.15%
Holding in Top 10
124
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+9.73%
% of All Funds
1.79%
New
99
Increased
418
Reduced
130
Closed
33
Calls
$1.73M
Puts
$1.18M
Net Calls
+$547K
Net Calls Change
-$368K
Name Holding Trade Value Shares
Change
Shares
Change %
PMG
276
ProVise Management Group
Florida
$5.11M +$5.11M +53,212 New
FM
277
Foster & Motley
Ohio
$5.1M +$528K +5,498 +12%
LOIM
278
Liberty One Investment Management
Illinois
$5.06M +$1.63K +17 +0%
KAM
279
KEB Asset Management
Illinois
$5.05M +$1.12M +11,714 +29%
VH
280
Visionary Horizons
Tennessee
$4.99M +$1.59M +16,565 +47%
LFAS
281
Level Four Advisory Services
Texas
$4.98M -$221K -2,329 -4%
SWP
282
Stratos Wealth Partners
Ohio
$4.97M +$865K +9,010 +21%
RRWA
283
Rainey & Randall Wealth Advisors
Florida
$4.93M +$416K +4,337 +9%
SHFA
284
SC&H Financial Advisors
Maryland
$4.89M +$367K +3,827 +8%
KAS
285
KPP Advisory Services
Kentucky
$4.88M -$119K -1,239 -2%
CBT
286
CoreFirst Bank & Trust
Kansas
$4.88M +$173K +1,798 +4%
SW
287
SkyOak Wealth
Michigan
$4.87M +$4.87M +50,774 New
PWM
288
Perigon Wealth Management
California
$4.87M +$285K +2,973 +6%
LA
289
LexAurum Advisors
Kansas
$4.79M +$197K +2,058 +4%
LWA
290
Lantern Wealth Advisors
New York
$4.75M +$207K +2,161 +5%
CSIA
291
Conrad Siegel Investment Advisors
Pennsylvania
$4.75M -$22.2K -231 -0.5%
SCM
292
Sterneck Capital Management
Missouri
$4.74M -$120K -1,246 -2%
EW
293
Enzi Wealth
Texas
$4.72M +$350K +3,602 +8%
DWM
294
Dogwood Wealth Management
Kansas
$4.69M +$314K +3,269 +7%
WW
295
Waterfront Wealth
Kansas
$4.67M +$510K +5,324 +12%
Truist Financial
296
Truist Financial
North Carolina
$4.65M -$91.1K -949 -2%
DPI
297
Diversified Portfolios Inc
Michigan
$4.55M +$785K +8,180 +21%
LCM
298
Liberty Capital Management
Michigan
$4.47M +$192K +2,003 +4%
CFO
299
CVA Family Office
Colorado
$4.4M +$161K +1,680 +4%
Janney Montgomery Scott
300
Janney Montgomery Scott
Pennsylvania
$4.4M -$28.1K -293 -0.6%