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Avantis US Small Cap Value ETF

642 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, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
+15
Holders Change %
+2.39%
% of All Funds
9.34%
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
142
Closed
44
Calls
$1.29M
Puts
$377K
Net Calls
+$915K
Net Calls Change
-$529K
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
451
Robertson Stephens Wealth Management
California
$770K -$539K -6,009 -41%
PA
452
Parallel Advisors
California
$767K +$138K +1,540 +22%
SWM
453
Seaside Wealth Management
California
$761K -$10.2K -114 -1%
IAN
454
Integrated Advisors Network
Texas
$755K -$58.6K -653 -7%
CA
455
Claro Advisors
Massachusetts
$750K +$53.7K +599 +8%
QWM
456
Quadcap Wealth Management
Texas
$747K +$747K +8,321 New
BP
457
Ballentine Partners
Massachusetts
$734K +$734K +8,183 New
MG
458
Mather Group
Illinois
$733K +$104K +1,105 +16%
KA
459
Klingman & Associates
New York
$730K +$2.69K +30 +0.4%
SA
460
Stewardship Advisors
Pennsylvania
$723K -$934K -10,414 -56%
EFP
461
EnRich Financial Partners
Wisconsin
$704K +$373K +4,161 +113%
CA
462
Cornerstone Advisory
Maryland
$698K +$698K +7,777 New
KPP
463
Kings Path Partners
Texas
$696K +$696K +7,761 New
CIA
464
Compass Ion Advisors
Pennsylvania
$696K
CFGS
465
Concourse Financial Group Securities
Alabama
$678K -$149K -1,663 -18%
NWM
466
Napa Wealth Management
California
$673K +$673K +7,505 New
SF
467
Synovus Financial
Georgia
$660K -$47.7K -532 -7%
DFA
468
DHK Financial Advisors
New Hampshire
$658K +$658K +7,335 New
IWC
469
Integrated Wealth Concepts
Massachusetts
$654K +$60.5K +674 +10%
Brown Advisory
470
Brown Advisory
Maryland
$652K +$46.2K +515 +8%
AWA
471
Arbor Wealth Advisors
Michigan
$649K +$351K +3,913 +118%
MPCL
472
My Personal CFO LLC
Washington
$644K +$351K +3,913 +120%
WMWM
473
Whitaker-Myers Wealth Managers
Ohio
$621K +$80.1K +893 +15%
SWM
474
Selective Wealth Management
Virginia
$619K -$21.8K -247 -3%
AQR Capital Management
475
AQR Capital Management
Connecticut
$616K +$616K +6,862 New