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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 %
FA
401
Faithward Advisors
Pennsylvania
$1.87M +$33.8K +352 +2%
BAG
402
Bridgewealth Advisory Group
California
$1.87M +$120K +1,249 +7%
HI
403
Harbour Investments
Wisconsin
$1.87M +$311K +3,237 +20%
AFP
404
Ausdal Financial Partners
Iowa
$1.86M +$13.6K +142 +0.7%
ADL
405
Asset Dedication LLC
California
$1.85M -$7.29K -76 -0.4%
EWA
406
Etesian Wealth Advisors
Oregon
$1.84M +$59.9K +624 +3%
BWM
407
BigSur Wealth Management
Florida
$1.82M +$52.1K +543 +3%
CA
408
Clearstead Advisors
Ohio
$1.77M +$658K +6,860 +59%
PSA
409
Plum Street Advisors
Louisiana
$1.76M +$182K +1,899 +12%
DWA
410
Delap Wealth Advisory
Oregon
$1.76M -$1.82M -18,932 -51%
RW
411
REDW Wealth
New Mexico
$1.75M -$175K -1,820 -9%
KWM
412
Kolinsky Wealth Management
New Jersey
$1.74M -$768 -8 -0%
JPLA
413
Joseph P. Lucia & Associates
New York
$1.74M +$174K +1,813 +11%
NMG
414
New Millennium Group
Utah
$1.74M +$875K +9,118 +101%
KW
415
KWB Wealth
California
$1.73M +$128K +1,424 +8%
FCM
416
Fortis Capital Management
Washington
$1.7M +$6.24K +65 +0.4%
AIP
417
Almanack Investment Partners
Pennsylvania
$1.69M
FTWA
418
Fifth Third Wealth Advisors
Ohio
$1.66M +$269K +2,805 +19%
RFP
419
Root Financial Partners
California
$1.62M +$1.62M +16,926 New
CFD
420
Creative Financial Designs
Indiana
$1.62M +$190K +1,978 +13%
TWP
421
Total Wealth Planning
Ohio
$1.62M -$52.1K -543 -3%
CFS
422
CRA Financial Services
New Jersey
$1.61M +$86.4K +900 +6%
IWP
423
Insight Wealth Partners
Texas
$1.61M -$11.7K -122 -0.7%
Prudential Financial
424
Prudential Financial
New Jersey
$1.57M +$465K +4,847 +42%
National Bank of Canada
425
National Bank of Canada
Quebec, Canada
$1.55M +$1.08M +11,214 +226%