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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 %
IWC
426
Integrated Wealth Concepts
Massachusetts
$565K -$564K -6,285 -50%
CBT
427
Central Bank & Trust
Kentucky
$552K +$552K +6,151 New
Lido Advisors
428
Lido Advisors
California
$546K +$137K +1,521 +33%
TFP
429
Triune Financial Partners
Kansas
$531K -$5.48K -61 -1%
WMWM
430
Whitaker-Myers Wealth Managers
Ohio
$524K +$27.7K +309 +6%
BWP
431
Balboa Wealth Partners
Arizona
$524K -$244K -2,712 -32%
FW
432
FirstPurpose Wealth
Utah
$521K +$521K +5,803 New
APG
433
Abacus Planning Group
South Carolina
$512K +$512K +5,704 New
LFGO
434
Legacy Financial Group (Oklahoma)
Oklahoma
$512K +$9.43K +105 +2%
CA
435
Clearstead Advisors
Ohio
$492K +$126K +1,403 +34%
MWM
436
Modera Wealth Management
New Jersey
$477K -$5.57K -62 -1%
IC
437
IEQ Capital
California
$463K -$7.18K -80 -2%
RFP
438
RCS Financial Planning
Maryland
$461K +$12.7K +141 +3%
NA
439
NewEdge Advisors
Louisiana
$448K +$44.7K +498 +11%
BA
440
Bridge Advisory
California
$445K -$1.45M -16,197 -77%
TCM
441
Tandem Capital Management
New Jersey
$444K +$59.7K +665 +16%
GA
442
Greenspring Advisors
Maryland
$440K -$65.6K -730 -13%
OWM
443
Orgel Wealth Management
Wisconsin
$422K -$171K -1,905 -29%
BWP
444
BSW Wealth Partners
Colorado
$414K +$414K +4,606 New
BAM
445
Belpointe Asset Management
Nevada
$405K -$52.2K -581 -11%
MCM
446
Mattern Capital Management
Colorado
$398K +$3.86K +43 +1%
OA
447
Oceanside Advisors
South Carolina
$396K +$396K +4,406 New
TLA
448
Tanglewood Legacy Advisors
Texas
$393K -$217K -2,416 -36%
AW
449
Atlas Wealth
Ohio
$385K
VF
450
Vawter Financial
Ohio
$383K +$383K +4,260 New