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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 %
USCWA
326
U.S. Capital Wealth Advisors
Texas
$3.37M +$968K +10,090 +40%
MAG
327
Mayfair Advisory Group
Alabama
$3.36M +$857K +8,945 +34%
TCM
328
Telos Capital Management
California
$3.34M +$64.8K +675 +2%
MHS
329
M Holdings Securities
Oregon
$3.3M +$48K +500 +1%
BFG
330
Beacon Financial Group
Texas
$3.28M -$529K -5,515 -14%
THL
331
Tillman Hartley LLC
Colorado
$3.27M -$67.4K -702 -2%
PPWP
332
Premier Path Wealth Partners
New Jersey
$3.25M +$171K +1,777 +6%
LFG
333
Larson Financial Group
Missouri
$3.23M +$2.01M +20,958 +166%
BSG
334
Black Swift Group
Colorado
$3.22M +$2.29M +23,895 +247%
LFS
335
Legacy Financial Strategies
Kansas
$3.12M +$77.2K +805 +3%
NEPWA
336
New England Private Wealth Advisors
Massachusetts
$3.1M +$71.1K +741 +2%
CPA
337
Cardiff Park Advisors
California
$3.08M -$77K -802 -2%
GWP
338
Gateway Wealth Partners
Wisconsin
$3.04M +$92.1K +960 +3%
SP
339
Symmetry Partners
Connecticut
$3.03M -$15.9M -165,872 -84%
PCA
340
Prosperity Capital Advisors
Ohio
$3.01M +$465K +4,851 +18%
HBCM
341
Heron Bay Capital Management
Michigan
$2.95M +$824K +8,587 +39%
SPC
342
Sigma Planning Corp
Michigan
$2.95M +$41.4K +431 +1%
IWM
343
IHT Wealth Management
Illinois
$2.92M +$748K +7,794 +34%
WIM
344
Westside Investment Management
California
$2.88M +$811K +8,455 +39%
Financial Engines Advisors
345
Financial Engines Advisors
California
$2.86M -$301K -3,140 -10%
PPW
346
Pasadena Private Wealth
California
$2.83M +$2.83M +29,535 New
PCM
347
Peirce Capital Management
Texas
$2.82M -$177K -1,840 -6%
DFC
348
DBK Financial Counsel
Ohio
$2.81M +$56.4K +588 +2%
GLA
349
Good Life Advisors
Pennsylvania
$2.8M +$225K +2,343 +9%
CB
350
Community Bank
New York
$2.8M +$369K +3,849 +15%