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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 %
QWM
351
Quadcap Wealth Management
Texas
$2.79M +$1.99M +20,754 +249%
SHF
352
Safe Harbor Fiduciary
Florida
$2.79M +$2.79M +29,028 New
LFA
353
Level Financial Advisors
New York
$2.78M +$31.1K +324 +1%
LNWWM
354
Laird Norton Wetherby Wealth Management
California
$2.77M +$24K +250 +0.9%
TA
355
TFB Advisors
Kansas
$2.75M +$592K +6,168 +27%
CTWM
356
Cherry Tree Wealth Management
Minnesota
$2.75M -$443K -4,620 -14%
AWM
357
Axxcess Wealth Management
California
$2.72M +$952K +9,925 +54%
CM
358
Cornerstone Management
Georgia
$2.7M -$273K -2,842 -9%
OC
359
Oppenheimer & Co
New York
$2.69M +$2.33M +24,250 +645%
HWMO
360
Heritage Wealth Management (Ohio)
Ohio
$2.68M +$4.8K +50 +0.2%
RIM
361
RW Investment Management
Idaho
$2.65M +$2.65M +27,630 New
TP
362
Tranquility Partners
Tennessee
$2.62M +$45.9K +478 +2%
IBOK
363
Independence Bank of Kentucky
Kentucky
$2.6M +$83.2K +867 +3%
TCA
364
Transcend Capital Advisors
New Jersey
$2.57M +$294K +3,067 +13%
EH
365
Equitable Holdings
New York
$2.57M +$1.31M +13,703 +105%
FWM
366
FMB Wealth Management
California
$2.48M +$80.1K +835 +3%
GFG
367
Goldstone Financial Group
Illinois
$2.47M +$336K +3,505 +16%
EB
368
Emprise Bank
Kansas
$2.47M +$13.9K +145 +0.6%
ASFA
369
All Season Financial Advisors
Colorado
$2.43M -$3.27M -34,122 -57%
VCM
370
Versant Capital Management
Arizona
$2.37M +$3.65K +38 +0.2%
CFP
371
Cascade Financial Partners
California
$2.37M +$297K +3,091 +14%
DAS
372
Dynamic Advisor Solutions
Arizona
$2.36M +$164K +1,709 +7%
LG
373
LAM Group
Oregon
$2.35M +$518K +5,400 +28%
CAPTRUST Financial Advisors
374
CAPTRUST Financial Advisors
North Carolina
$2.34M +$79.6K +830 +4%
First Manhattan
375
First Manhattan
New York
$2.31M