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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 %
MWA
376
MN Wealth Advisors
Kansas
$2.29M +$938K +9,772 +69%
FDDB
377
Fidelity D&D Bancorp
Pennsylvania
$2.28M +$297K +3,093 +15%
SCM
378
SOL Capital Management
Maryland
$2.25M +$7.68K +80 +0.3%
SPA
379
Sentinel Pension Advisors
Massachusetts
$2.24M +$46.5K +485 +2%
MWM
380
Mattern Wealth Management
Kansas
$2.24M +$266K +2,774 +14%
CAM
381
Cozad Asset Management
Illinois
$2.22M +$117K +1,216 +6%
CW
382
CreativeOne Wealth
Kansas
$2.19M +$1.25M +13,054 +134%
AAS
383
Annex Advisory Services
Wisconsin
$2.16M -$1.4M -14,595 -39%
RFN
384
RDA Financial Network
Iowa
$2.16M +$150K +1,560 +7%
MCWA
385
Meadow Creek Wealth Advisors
Georgia
$2.15M +$202K +2,106 +10%
FHA
386
Flagship Harbor Advisors
Massachusetts
$2.15M +$2.15M +22,423 New
SIMC
387
Squire Investment Management Company
Utah
$2.09M +$747K +7,783 +55%
IAA
388
Independent Advisor Alliance
North Carolina
$2.09M +$254K +2,642 +14%
JFA
389
JNBA Financial Advisors
Minnesota
$2.09M -$938K -9,775 -31%
MAM
390
McLean Asset Management
Virginia
$2.09M +$85K +887 +4%
TCWM
391
Total Clarity Wealth Management
Illinois
$2M +$149K +1,550 +8%
MOS
392
MGO One Seven
Ohio
$2M +$243K +2,533 +14%
LWM
393
LJI Wealth Management
Indiana
$1.98M +$787K +8,202 +66%
VF
394
Vawter Financial
Ohio
$1.96M +$361K +3,767 +23%
JTWM
395
Jackson Thornton Wealth Management
Alabama
$1.96M
AQR Capital Management
396
AQR Capital Management
Connecticut
$1.94M +$1.28M +13,386 +195%
AWM
397
Austin Wealth Management
Texas
$1.94M +$210K +2,220 +12%
BA
398
Bridge Advisory
California
$1.93M +$235K +2,448 +14%
SAM
399
Sequent Asset Management
Texas
$1.91M -$270K -2,812 -12%
MWA
400
Merkkuri Wealth Advisors
New York
$1.89M +$52.2K +544 +3%