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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 %
RJT
326
Raymond James Trust
Florida
$371K
GLA
327
Good Life Advisors
Pennsylvania
$356K +$356K +4,813 New
SXL
328
Summit X LLC
Missouri
$347K +$347K +4,681 New
ARC
329
Advisor Resource Council
Texas
$340K +$340K +4,598 New
PTC
330
Private Trust Company
Ohio
$337K +$94.2K +1,272 +39%
TCM
331
Tandem Capital Management
New Jersey
$325K +$92.9K +1,255 +40%
Mercer Global Advisors
332
Mercer Global Advisors
Colorado
$321K -$2.33M -31,440 -88%
LIM
333
Leavell Investment Management
Alabama
$315K +$18.9K +255 +6%
SG
334
Strid Group
Pennsylvania
$314K
Bank of New York Mellon
335
Bank of New York Mellon
New York
$307K -$58.4K -788 -16%
GTAM
336
Global Trust Asset Management
Florida
$307K +$29.6K +400 +11%
MCM
337
Mattern Capital Management
Colorado
$298K +$298K +4,023 New
IC
338
IEQ Capital
California
$296K
API
339
Advisor Partners II
California
$293K
BWS
340
BCR Wealth Strategies
Alabama
$280K
CB
341
Commerce Bank
Missouri
$276K
LWM
342
Liberty Wealth Management
California
$270K +$270K +3,652 New
GSC
343
Grey Street Capital
Illinois
$268K +$268K +3,620 New
KWM
344
Kingsview Wealth Management
Oregon
$268K -$2.45M -33,126 -90%
GWM
345
Grand Wealth Management
Michigan
$266K
BWM
346
BlackDiamond Wealth Management
New York
$265K +$265K +3,706 New
OC
347
Oppenheimer & Co
New York
$265K
WEG
348
World Equity Group
Illinois
$257K +$257K +5,898 New
WIM
349
Westside Investment Management
California
$246K +$103K +1,385 +72%
SIMM
350
Stillwater Investment Management (Minnesota)
Minnesota
$237K