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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 %
GC
476
Guidance Capital
Kentucky
$948K +$81.8K +833 +9%
HAS
477
HBW Advisory Services
California
$943K +$943K +9,831 New
EAM
478
Evanson Asset Management
California
$939K +$460K +4,796 +96%
GAM
479
GEM Asset Management
Michigan
$935K +$3.63K +38 +0.4%
CPIA
480
Cornell Pochily Investment Advisors
New York
$908K +$8.64K +90 +1%
CCA
481
Childress Capital Advisors
Texas
$899K +$899K +9,365 New
PWM
482
Provident Wealth Management
Tennessee
$890K -$481K -5,012 -35%
AWA
483
Arkadios Wealth Advisors
Georgia
$872K +$872K +9,089 New
CA
484
Claro Advisors
Massachusetts
$864K +$62.7K +653 +8%
Brown Advisory
485
Brown Advisory
Maryland
$864K +$167K +1,736 +24%
BWG
486
Beta Wealth Group
California
$863K -$2.3K -24 -0.3%
RSWM
487
Robertson Stephens Wealth Management
California
$824K +$384 +4 +0%
PA
488
Parallel Advisors
California
$821K
IAN
489
Integrated Advisors Network
Texas
$808K +$576 +6 +0.1%
SWM
490
Seaside Wealth Management
California
$800K -$13.5K -141 -2%
PI
491
PFG Investments
New York
$788K +$461K +4,801 +141%
KA
492
Klingman & Associates
New York
$783K +$2.4K +25 +0.3%
CG
493
Caprock Group
Idaho
$768K +$508K +5,298 +196%
WMWM
494
Whitaker-Myers Wealth Managers
Ohio
$767K +$103K +1,070 +15%
DWM
495
Dopkins Wealth Management
New York
$765K -$1.28M -13,362 -63%
IWC
496
Integrated Wealth Concepts
Massachusetts
$759K +$59.4K +619 +8%
KPP
497
Kings Path Partners
Texas
$750K +$4.89K +51 +0.7%
IC
498
IEQ Capital
California
$736K -$208K -2,172 -22%
SA
499
Stewardship Advisors
Pennsylvania
$734K -$39.1K -407 -5%
AWM
500
Arista Wealth Management
Nevada
$715K +$715K +7,452 New