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Avantis US Small Cap Value ETF

562 hedge funds and large institutions have $6.46B invested in Avantis US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 298 increasing their positions, 104 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+114
Holders Change %
+25.45%
% of All Funds
8.24%
Holding in Top 10
111
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+50%
% of All Funds
1.63%
New
130
Increased
298
Reduced
104
Closed
9
Calls
$557K
Puts
$395K
Net Calls
+$162K
Net Calls Change
+$668K
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
376
Cornerstone Wealth Management
Missouri
$1.03M +$4.04K +45 +0.4%
CPL
377
CAP Partners LLC
Tennessee
$1.02M +$1.02M +11,372 New
CPCM
378
Cardinal Point Capital Management
Ontario, Canada
$1M +$114K +1,270 +13%
Jones Financial Companies
379
Jones Financial Companies
Missouri
$1M +$865K +9,635 +622%
VCM
380
Vivaldi Capital Management
Illinois
$986K -$24K -278 -2%
BF
381
BOK Financial
Oklahoma
$920K
HIM
382
Harbour Investment Management
Washington
$915K +$206K +2,295 +29%
CAMG
383
CWA Asset Management Group
Florida
$909K +$3.05K +34 +0.3%
BWG
384
Beta Wealth Group
California
$882K -$31.7K -353 -3%
GAM
385
GEM Asset Management
Michigan
$868K +$3.86K +43 +0.4%
NL
386
Navalign LLC
California
$864K +$864K +9,625 New
SIMC
387
Squire Investment Management Company
Utah
$864K +$864K +9,620 New
FWI
388
Facet Wealth Inc
Maryland
$863K -$1.03M -12,003 -54%
SXL
389
Summit X LLC
Missouri
$862K +$215K +2,389 +33%
IAN
390
Integrated Advisors Network
Texas
$814K
OFS
391
OneAscent Financial Services
Alabama
$803K -$2.76M -30,717 -77%
LFG
392
Larson Financial Group
Missouri
$801K -$34.8K -387 -4%
CPIA
393
Cornell Pochily Investment Advisors
New York
$795K +$9.61K +107 +1%
SF
394
Synovus Financial
Georgia
$790K -$6.38K -71 -0.8%
CFGS
395
Concourse Financial Group Securities
Alabama
$787K +$502K +5,589 +176%
MWA
396
MN Wealth Advisors
Kansas
$786K +$786K +8,757 New
SSWM
397
Sheets Smith Wealth Management
North Carolina
$785K -$22.6K -252 -3%
SWM
398
Seaside Wealth Management
California
$782K +$278K +3,099 +55%
IBOK
399
Independence Bank of Kentucky
Kentucky
$780K +$323K +3,599 +71%
EWA
400
EverSource Wealth Advisors
Alabama
$778K +$46.9K +522 +6%