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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 %
WPA
376
West Paces Advisors
Georgia
$24.8K
CAL
377
Capital Analysts LLC
Pennsylvania
$23K +$23K +311 New
SIC
378
SJS Investment Consulting
Ohio
$22.2K
MPWT
379
MassMutual Private Wealth & Trust
Connecticut
$21.5K +$21.5K +290 New
National Bank of Canada
380
National Bank of Canada
Quebec, Canada
$18.5K
Fifth Third Bancorp
381
Fifth Third Bancorp
Ohio
$18.5K
HNB
382
Huntington National Bank
Ohio
$17.6K
Carson Wealth (CWM LLC)
383
Carson Wealth (CWM LLC)
Nebraska
$15K
MFC
384
Morris Financial Concepts
South Carolina
$15K -$74 -1 -0.5%
GWSG
385
GPS Wealth Strategies Group
Colorado
$14.8K +$14.8K +200 New
SS
386
Sunbelt Securities
Texas
$14.8K +$14.8K +203 New
CA
387
Clearstead Advisors
Ohio
$11.9K +$11.9K +160 New
GWM
388
Geneos Wealth Management
Colorado
$11.1K
AWM
389
Abound Wealth Management
Tennessee
$10.4K
TAM
390
Tucker Asset Management
Colorado
$9.92K
US Bancorp
391
US Bancorp
Minnesota
$8.37K
BWP
392
Baldwin Wealth Partners
Massachusetts
$8.15K
SWM
393
Spire Wealth Management
Virginia
$7.63K
Fidelity Investments
394
Fidelity Investments
Massachusetts
$6.52K +$6.3K +85 +2,833%
BAM
395
Belpointe Asset Management
Nevada
$5.41K -$1.85K -25 -26%
PB
396
Pinnacle Bancorp
Nebraska
$5.18K
AF
397
Advisornet Financial
Minnesota
$4.44K +$4.44K +60 New
JWM
398
Janiczek Wealth Management
Colorado
$1.48K +$296 +4 +25%
NMG
399
New Millennium Group
Utah
$632 +$70 +1 +13%
NECFA
400
New England Capital Financial Advisors
Connecticut
$596