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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 %
TF
401
TimeScale Financial
Massachusetts
$592 +$592 +8 New
AA
402
Addison Advisors
Vermont
$452 -$1.28K -17 -74%
AA
403
Ancora Advisors
Ohio
$298 +$298 +4 New
FSWA
404
Financial Synergies Wealth Advisors
Texas
$149 +$149 +2 New
LC
405
Lindbrook Capital
California
$52
BOC
406
Bull Oak Capital
California
-$13.5M -180,562 Closed
MML Investors Services
407
MML Investors Services
Massachusetts
-$7.18M -96,317 Closed
JWM
408
Jackson Wealth Management
Florida
-$5.77M -77,376 Closed
Janney Montgomery Scott
409
Janney Montgomery Scott
Pennsylvania
-$4.04M -54,260 Closed
Renaissance Technologies
410
Renaissance Technologies
New York
-$1.98M -26,600 Closed
TFA
411
Triad Financial Advisors
North Carolina
-$533K -7,150 Closed
SWA
412
Stratos Wealth Advisors
Ohio
-$531K -7,125 Closed
Cerity Partners
413
Cerity Partners
New York
-$357K -4,792 Closed
GWA
414
GGM Wealth Advisors
Maryland
-$352K -4,608 Closed
BF
415
BOK Financial
Oklahoma
-$266K -3,564 Closed
TCWA
416
Ten Capital Wealth Advisors
Washington
-$199K -2,674 Closed
Rockefeller Capital Management
417
Rockefeller Capital Management
New York
-$123K -1,655 Closed
TC
418
Truvestments Capital
Florida
-$66.4K -891 Closed
RFA
419
Resurgent Financial Advisors
Georgia
-$26.8K -360 Closed
FA
420
Faithward Advisors
Pennsylvania
-$17.6K -236 Closed
AssetMark Inc
421
AssetMark Inc
California
-$13.9K -187 Closed
MCC
422
Money Concepts Capital
Florida
-$75 -1 Closed