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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 %
GFG
351
Goldstone Financial Group
Illinois
$1.99M +$364K +4,053 +22%
HBCM
352
Heron Bay Capital Management
Michigan
$1.99M -$116K -1,297 -6%
CAM
353
Cozad Asset Management
Illinois
$1.96M +$332K +3,695 +20%
CFP
354
Cascade Financial Partners
California
$1.94M +$358K +3,991 +23%
WIM
355
Westside Investment Management
California
$1.94M +$153K +1,700 +9%
DWM
356
Dopkins Wealth Management
New York
$1.91M +$377K +4,197 +24%
RFN
357
RDA Financial Network
Iowa
$1.88M +$176K +1,965 +10%
MAM
358
McLean Asset Management
Virginia
$1.86M +$386K +4,324 +26%
FDDB
359
Fidelity D&D Bancorp
Pennsylvania
$1.85M +$1.85M +20,630 New
MWM
360
Mattern Wealth Management
Kansas
$1.84M +$1.12M +12,475 +155%
JTWM
361
Jackson Thornton Wealth Management
Alabama
$1.84M +$6.01K +67 +0.3%
MCWA
362
Meadow Creek Wealth Advisors
Georgia
$1.82M +$136K +1,518 +8%
RW
363
REDW Wealth
New Mexico
$1.8M +$37.8K +421 +2%
AA
364
Ancora Advisors
Ohio
$1.8M +$188K +2,100 +12%
ADL
365
Asset Dedication LLC
California
$1.74M -$231K -2,572 -12%
TCWM
366
Total Clarity Wealth Management
Illinois
$1.73M +$729K +8,126 +72%
AFP
367
Ausdal Financial Partners
Iowa
$1.73M +$108K +1,199 +7%
MWA
368
Merkkuri Wealth Advisors
New York
$1.72M +$1.72M +19,173 New
FA
369
Faithward Advisors
Pennsylvania
$1.72M +$1.72M +19,173 New
IAA
370
Independent Advisor Alliance
North Carolina
$1.72M +$278K +3,096 +19%
LG
371
LAM Group
Oregon
$1.71M -$17.9K -200 -1%
TWP
372
Total Wealth Planning
Ohio
$1.71M -$37.1K -378 -2%
AWM
373
Austin Wealth Management
Texas
$1.69M +$86.7K +937 +5%
KW
374
KWB Wealth
California
$1.67M -$53.3K -569 -3%
EWA
375
Etesian Wealth Advisors
Oregon
$1.66M +$289K +3,219 +21%