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Avantis US Small Cap Value ETF

627 hedge funds and large institutions have $7.39B invested in Avantis US Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 354 increasing their positions, 144 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+65
Holders Change %
+11.57%
% of All Funds
9.09%
Holding in Top 10
116
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.5%
% of All Funds
1.68%
New
91
Increased
354
Reduced
144
Closed
21
Calls
$2.29M
Puts
$843K
Net Calls
+$1.44M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Shares
Change %
IFS
451
Intelligent Financial Strategies
Minnesota
$644K -$1.82M -19,389 -74%
AFS
452
Annapolis Financial Services
Maryland
$637K -$2.27M -24,224 -78%
Brown Advisory
453
Brown Advisory
Maryland
$633K +$286K +3,056 +83%
RJT
454
Raymond James Trust
Florida
$627K +$12.9K +138 +2%
Prudential Financial
455
Prudential Financial
New Jersey
$626K +$241K +2,567 +62%
IWC
456
Integrated Wealth Concepts
Massachusetts
$620K +$30.4K +324 +5%
MG
457
Mather Group
Illinois
$603K -$101K -1,124 -14%
FIA
458
Foundations Investment Advisors
Arizona
$600K +$600K +6,402 New
LFGO
459
Legacy Financial Group (Oklahoma)
Oklahoma
$581K +$46.7K +498 +9%
AWG
460
Altus Wealth Group
Colorado
$580K -$70.3K -750 -11%
CBT
461
Central Bank & Trust
Kentucky
$576K
WMWM
462
Whitaker-Myers Wealth Managers
Ohio
$565K +$18.4K +196 +3%
PVI
463
Pine Valley Investments
New Jersey
$565K -$663K -7,076 -54%
BWP
464
Balboa Wealth Partners
Arizona
$559K +$12.6K +134 +2%
TFP
465
Triune Financial Partners
Kansas
$556K +$1.87K +20 +0.3%
APG
466
Abacus Planning Group
South Carolina
$535K
FTUS
467
Flow Traders U.S.
New York
$518K -$686K -7,319 -57%
CAN
468
Cetera Advisor Networks
California
$516K +$268K +2,858 +108%
FW
469
FirstPurpose Wealth
Utah
$509K -$12.7K -141 -2%
MWM
470
Modera Wealth Management
New Jersey
$498K +$750 +8 +0.2%
VF
471
Vawter Financial
Ohio
$495K +$96.1K +1,026 +24%
CPP
472
Capasso Planning Partners
South Carolina
$483K -$199K -2,120 -29%
RFP
473
RCS Financial Planning
Maryland
$480K -$750 -8 -0.2%
Lido Advisors
474
Lido Advisors
California
$476K -$93.3K -996 -16%
AW
475
Atlas Wealth
Ohio
$462K