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Avantis US Small Cap Value ETF

701 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, 417 increasing their positions, 130 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
701
Holders Change
+59
Holders Change %
+9.19%
% of All Funds
10.14%
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
417
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 %
EFP
426
EnRich Financial Partners
Wisconsin
$1.54M +$790K +8,235 +105%
RWM
427
Rockwood Wealth Management
Pennsylvania
$1.54M +$10.6K +110 +0.7%
EE
428
EWG Elevate
California
$1.51M +$22.8K +238 +2%
S
429
Sachetta
Massachusetts
$1.49M +$99.6K +1,038 +7%
ZF
430
Zhang Financial
Michigan
$1.44M -$69.9K -728 -5%
FA
431
Freestate Advisors
Kansas
$1.4M +$1.4M +14,633 New
SAI
432
Savvy Advisors Inc
New York
$1.39M +$1.39M +14,535 New
GIA
433
Gladstone Institutional Advisory
Florida
$1.39M +$1.39M +14,463 New
PCS
434
Personal CFO Solutions
New Jersey
$1.38M -$200K -2,088 -13%
EWA
435
EverSource Wealth Advisors
Alabama
$1.37M +$1.24M +12,876 +918%
LEFP
436
Leading Edge Financial Planning
Tennessee
$1.35M +$69.9K +728 +5%
CA
437
Cornerstone Advisory
Maryland
$1.35M +$604K +6,290 +81%
WHCI
438
W.H. Cornerstone Investments
Massachusetts
$1.34M +$1.34M +14,006 New
BRWA
439
B. Riley Wealth Advisors
Florida
$1.34M +$1.34M +14,099 New
SSWM
440
Sheets Smith Wealth Management
North Carolina
$1.33M +$488K +5,086 +58%
TW
441
Trajan Wealth
Arizona
$1.33M +$53.8K +561 +4%
SXL
442
Summit X LLC
Missouri
$1.31M -$162K -1,801 -11%
CPL
443
CAP Partners LLC
Tennessee
$1.31M +$44.6K +465 +4%
PWS
444
Proactive Wealth Strategies
Georgia
$1.29M +$1.29M +13,430 New
FFC
445
First Financial Corp
Indiana
$1.29M -$1.25K -13 -0.1%
LFA
446
Lauterbach Financial Advisors
Texas
$1.29M -$1.82K -19 -0.1%
TCG
447
Transcendent Capital Group
Oklahoma
$1.28M -$1.06M -11,007 -45%
Bessemer Group
448
Bessemer Group
New Jersey
$1.28M +$1.28M +13,311 New
HIM
449
Harbour Investment Management
Washington
$1.27M
FCP
450
Fidelis Capital Partners
Florida
$1.27M +$1.27M +13,360 New