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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 %
BWM
376
BigSur Wealth Management
Florida
$1.66M +$359K +4,000 +28%
AWM
377
Axxcess Wealth Management
California
$1.65M +$908K +10,122 +122%
MOS
378
MGO One Seven
Ohio
$1.64M +$243K +2,710 +17%
BAG
379
Bridgewealth Advisory Group
California
$1.64M -$86.2K -961 -5%
KWM
380
Kolinsky Wealth Management
New Jersey
$1.63M -$65.8K -733 -4%
BA
381
Bridge Advisory
California
$1.59M +$1.25M +13,970 +373%
AIP
382
Almanack Investment Partners
Pennsylvania
$1.58M +$90 +1 +0%
FCM
383
Fortis Capital Management
Washington
$1.58M +$7K +78 +0.4%
IWP
384
Insight Wealth Partners
Texas
$1.51M +$112K +1,253 +8%
VF
385
Vawter Financial
Ohio
$1.5M +$1.02M +11,418 +216%
SXL
386
Summit X LLC
Missouri
$1.48M +$510K +5,653 +53%
PSA
387
Plum Street Advisors
Louisiana
$1.48M -$170K -1,899 -10%
PCS
388
Personal CFO Solutions
New Jersey
$1.48M +$146K +1,629 +11%
JPLA
389
Joseph P. Lucia & Associates
New York
$1.47M +$176K +1,959 +14%
HI
390
Harbour Investments
Wisconsin
$1.46M +$1.1M +12,291 +313%
S
391
Sachetta
Massachusetts
$1.43M +$278K +2,810 +24%
CWA
392
Capital Wealth Alliance
Arizona
$1.43M -$222K -2,479 -13%
RWM
393
Rockwood Wealth Management
Pennsylvania
$1.43M
CFS
394
CRA Financial Services
New Jersey
$1.43M +$32.8K +366 +2%
ZF
395
Zhang Financial
Michigan
$1.41M +$474K +5,281 +51%
EE
396
EWG Elevate
California
$1.39M +$172K +1,922 +14%
TI
397
Trexquant Investment
Connecticut
$1.38M +$1.38M +15,415 New
D.E. Shaw & Co
398
D.E. Shaw & Co
New York
$1.36M -$2.3M -25,685 -63%
CFD
399
Creative Financial Designs
Indiana
$1.34M +$99.5K +1,109 +8%
CS
400
Capital Square
Tennessee
$1.33M -$8.62K -89 -0.6%