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Avantis US Small Cap Value ETF

643 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, 143 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+15
Holders Change %
+2.39%
% of All Funds
9.35%
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
143
Closed
44
Calls
$1.29M
Puts
$377K
Net Calls
+$915K
Net Calls Change
-$529K
Name Holding Trade Value Shares
Change
Shares
Change %
AQR Capital Management
476
AQR Capital Management
Connecticut
$616K +$616K +6,862 New
DWM
477
Diversify Wealth Management
Utah
$613K +$613K +6,893 New
AFS
478
Annapolis Financial Services
Maryland
$597K -$12.4K -138 -2%
JCM
479
Jacobi Capital Management
Pennsylvania
$593K +$181K +2,022 +44%
LFGO
480
Legacy Financial Group (Oklahoma)
Oklahoma
$590K +$33.9K +378 +6%
IFS
481
Intelligent Financial Strategies
Minnesota
$572K -$44.7K -498 -7%
PVI
482
Pine Valley Investments
New Jersey
$567K +$26.3K +293 +5%
APG
483
Abacus Planning Group
South Carolina
$562K +$50.6K +564 +10%
TFP
484
Triune Financial Partners
Kansas
$554K +$22.2K +247 +4%
CBT
485
Central Bank & Trust
Kentucky
$552K
BFEC
486
Benjamin F. Edwards & Company
Missouri
$500K +$64.8K +722 +15%
BWP
487
Balboa Wealth Partners
Arizona
$500K -$35.6K -397 -7%
IAS
488
Insigneo Advisory Services
Florida
$499K +$249K +2,805 +100%
NWA
489
Navis Wealth Advisors
New York
$495K +$62.8K +700 +15%
MWM
490
Modera Wealth Management
New Jersey
$474K -$2.96K -33 -0.6%
CIAS
491
Capital Investment Advisory Services
North Carolina
$466K +$144K +1,602 +45%
PTC
492
Private Trust Company
Ohio
$460K +$162K +1,808 +54%
RFP
493
RCS Financial Planning
Maryland
$459K
Bank of New York Mellon
494
Bank of New York Mellon
New York
$457K -$341K -3,800 -43%
Luther King Capital Management (LKCM)
495
Luther King Capital Management (LKCM)
Texas
$455K
Lido Advisors
496
Lido Advisors
California
$454K -$1.62K -18 -0.4%
TCM
497
Tandem Capital Management
New Jersey
$451K +$32.6K +370 +8%
IC
498
Innealta Capital
Texas
$450K +$450K +5,014 New
ECM
499
Evergreen Capital Management
Washington
$449K +$449K +5,000 New
EAM
500
Evanson Asset Management
California
$448K -$248K -2,764 -36%