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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 %
FNWA
401
Financial Network Wealth Advisors
Utah
$765K +$765K +8,514 New
Citadel Advisors
402
Citadel Advisors
Florida
$759K -$656K -7,310 -46%
WWP
403
WR Wealth Planners
Missouri
$735K -$20.7K -230 -3%
MWM
404
Mattern Wealth Management
Kansas
$729K
KA
405
Klingman & Associates
New York
$726K -$109K -1,215 -13%
ZF
406
Zhang Financial
Michigan
$716K +$315K +3,504 +78%
LWM
407
LJI Wealth Management
Indiana
$710K +$710K +7,909 New
MG
408
Mather Group
Illinois
$704K +$704K +7,840 New
MWM
409
Meridian Wealth Management
Kentucky
$694K -$241K -2,682 -26%
NMG
410
New Millennium Group
Utah
$682K +$681K +7,581 +84,233%
AWM
411
Axxcess Wealth Management
California
$681K +$188K +2,094 +38%
OWA
412
Octavia Wealth Advisors
Ohio
$681K +$681K +7,579 New
CPP
413
Capasso Planning Partners
South Carolina
$654K +$19.3K +215 +3%
Jane Street
414
Jane Street
New York
$652K -$2.07M -23,100 -76%
JSW
415
Journey Strategic Wealth
New Jersey
$646K +$121K +1,342 +23%
FTWA
416
Fifth Third Wealth Advisors
Ohio
$636K +$104K +1,154 +19%
Bank of New York Mellon
417
Bank of New York Mellon
New York
$626K +$129K +1,442 +26%
AWG
418
Altus Wealth Group
Colorado
$623K +$80.8K +900 +15%
CA
419
Claro Advisors
Massachusetts
$610K +$610K +6,794 New
EMAM
420
Encompass More Asset Management
California
$593K +$593K +6,606 New
DWG
421
Darden Wealth Group
Michigan
$593K +$593K +6,600 New
PSA
422
Plum Street Advisors
Louisiana
$588K +$588K +6,553 New
RJT
423
Raymond James Trust
Florida
$588K +$163K +1,819 +38%
DI
424
DFPG Investments
Utah
$579K +$579K +6,625 New
RFP
425
Root Financial Partners
California
$577K +$2.78K +31 +0.5%