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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 %
GKWIM
401
Gerber Kawasaki Wealth & Investment Management
California
$1.31M +$52.1K +581 +4%
TRCT
402
Tower Research Capital (TRC)
New York
$1.3M +$1.28M +14,316 +6,785%
FTWA
403
Fifth Third Wealth Advisors
Ohio
$1.3M +$136K +1,514 +12%
CWA
404
Centennial Wealth Advisory
Michigan
$1.29M +$63.4K +706 +5%
PWM
405
Provident Wealth Management
Tennessee
$1.28M -$414K -4,619 -24%
MWA
406
MN Wealth Advisors
Kansas
$1.26M +$298K +3,322 +31%
SIMC
407
Squire Investment Management Company
Utah
$1.26M +$207K +2,311 +20%
LFA
408
Lauterbach Financial Advisors
Texas
$1.24M -$17.1K -186 -1%
FFC
409
First Financial Corp
Indiana
$1.21M -$222K -2,471 -16%
LEFP
410
Leading Edge Financial Planning
Tennessee
$1.2M +$147K +1,637 +14%
TW
411
Trajan Wealth
Arizona
$1.2M -$10.2K -114 -0.8%
PCMC
412
Paragon Capital Management (Colorado)
Colorado
$1.19M -$1.69M -18,783 -59%
HIM
413
Harbour Investment Management
Washington
$1.19M +$261K +2,910 +28%
CPL
414
CAP Partners LLC
Tennessee
$1.18M +$132K +1,474 +13%
EH
415
Equitable Holdings
New York
$1.17M +$758K +8,444 +184%
Citadel Advisors
416
Citadel Advisors
Florida
$1.15M -$1.38M -15,361 -54%
LFG
417
Larson Financial Group
Missouri
$1.14M +$330K +3,679 +41%
SEA
418
Stegent Equity Advisors
Texas
$1.13M -$31.4K -350 -3%
BF
419
BOK Financial
Oklahoma
$1.12M -$28.6K -319 -2%
LWM
420
LJI Wealth Management
Indiana
$1.12M +$144K +1,609 +15%
Two Sigma Investments
421
Two Sigma Investments
New York
$1.11M -$80.7K -900 -7%
HWMC
422
Heritage Wealth Management (California)
California
$1.11M +$32.9K +367 +3%
Envestnet Portfolio Solutions
423
Envestnet Portfolio Solutions
Illinois
$1.1M +$93.8K +1,046 +9%
SA
424
Strategic Advisors
New York
$1.08M +$41.6K +464 +4%
CWM
425
Cornerstone Wealth Management
Missouri
$1.08M +$21.8K +243 +2%