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Avantis US Small Cap Value ETF

358 hedge funds and large institutions have $3.3B invested in Avantis US Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 180 increasing their positions, 57 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+81
Holders Change %
+29.24%
% of All Funds
5.78%
Holding in Top 10
69
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+68.29%
% of All Funds
1.11%
New
98
Increased
180
Reduced
57
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
326
Align Wealth Management
Oklahoma
$120K +$120K +1,810 New
BFEC
327
Benjamin F. Edwards & Company
Missouri
$89K -$19.9K -268 -18%
TC
328
Truvestments Capital
Florida
$66.4K +$66.4K +891 New
CTA
329
Colonial Trust Advisors
South Carolina
$49.9K +$49.9K +670 New
OCM
330
Orion Capital Management
California
$32K +$32K +430 New
RFA
331
Register Financial Advisors
Georgia
$28.1K +$28.1K +377 New
RFA
332
Resurgent Financial Advisors
Georgia
$26.8K +$26.8K +360 New
WPA
333
West Paces Advisors
Georgia
$25K +$2.61K +35 +12%
SIC
334
SJS Investment Consulting
Ohio
$22.4K
CT
335
Colonial Trust
South Carolina
$22.4K +$22.4K +300 New
Fifth Third Bancorp
336
Fifth Third Bancorp
Ohio
$18.6K
National Bank of Canada
337
National Bank of Canada
Quebec, Canada
$18.6K
PFBT
338
Parkside Financial Bank & Trust
Missouri
$17.9K
FA
339
Faithward Advisors
Pennsylvania
$17.6K
MFC
340
Morris Financial Concepts
South Carolina
$15.1K +$15.1K +203 New
Carson Wealth (CWM LLC)
341
Carson Wealth (CWM LLC)
Nebraska
$15K
AssetMark Inc
342
AssetMark Inc
California
$13.9K +$13.9K +187 New
GWM
343
Geneos Wealth Management
Colorado
$11.2K
AWM
344
Abound Wealth Management
Tennessee
$10.5K
TAM
345
Tucker Asset Management
Colorado
$10K
US Bancorp
346
US Bancorp
Minnesota
$8.42K -$27K -362 -76%
BWP
347
Baldwin Wealth Partners
Massachusetts
$8.2K
SWM
348
Spire Wealth Management
Virginia
$8K -$78 -1 -1%
WIM
349
Westside Investment Management
California
$7.52K +$7.52K +1,932 New
BAM
350
Belpointe Asset Management
Nevada
$7.3K +$7.3K +98 New