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Avantis US Small Cap Value ETF

796 hedge funds and large institutions have $10.4B invested in Avantis US Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 444 increasing their positions, 162 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
796
Holders Change
+95
Holders Change %
+13.55%
% of All Funds
10.6%
Holding in Top 10
158
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+27.42%
% of All Funds
2.1%
New
127
Increased
444
Reduced
162
Closed
19
Calls
$724K
Puts
$11.6M
Net Calls
-$10.9M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
476
Almanack Investment Partners
Pennsylvania
$1.71M +$97 +1 +0%
MAMG
477
Milestone Asset Management Group
Connecticut
$1.7M +$1.7M +17,611 New
DWA
478
Delap Wealth Advisory
Oregon
$1.7M -$73.3K -759 -4%
National Bank of Canada
479
National Bank of Canada
Quebec, Canada
$1.69M +$132K +1,367 +8%
RWP
480
Ridgeline Wealth Planning
Ohio
$1.68M +$1.68M +17,388 New
CWA
481
Capital Wealth Alliance
Arizona
$1.68M +$429K +4,449 +34%
CFS
482
CRA Financial Services
New Jersey
$1.68M +$56K +580 +3%
PCMC
483
Paragon Capital Management (Colorado)
Colorado
$1.67M +$410K +4,244 +32%
SXL
484
Summit X LLC
Missouri
$1.62M +$210K +2,177 +15%
EE
485
EWG Elevate
California
$1.61M +$93.4K +968 +6%
IWP
486
Insight Wealth Partners
Texas
$1.61M -$3.48K -36 -0.2%
TWP
487
Total Wealth Planning
Ohio
$1.58M -$44K -456 -3%
GA
488
Greenspring Advisors
Maryland
$1.58M +$475K +4,923 +43%
S
489
Sachetta
Massachusetts
$1.56M +$63.7K +660 +4%
TC
490
TAP Consulting
Missouri
$1.54M +$1.54M +15,990 New
RWM
491
Rockwood Wealth Management
Pennsylvania
$1.54M
CA
492
Clune & Associates
Illinois
$1.53M +$1.53M +15,831 New
LEFP
493
Leading Edge Financial Planning
Tennessee
$1.47M +$107K +1,110 +8%
WHCI
494
W.H. Cornerstone Investments
Massachusetts
$1.46M +$106K +1,100 +8%
GAM
495
GEM Asset Management
Michigan
$1.44M +$492K +5,093 +52%
Bank of Montreal
496
Bank of Montreal
Ontario, Canada
$1.44M +$955K +9,892 +199%
PWS
497
Proactive Wealth Strategies
Georgia
$1.42M +$123K +1,277 +10%
CPL
498
CAP Partners LLC
Tennessee
$1.41M +$92.5K +958 +7%
SEA
499
Stegent Equity Advisors
Texas
$1.4M +$264K +2,739 +23%
Natixis Advisors
500
Natixis Advisors
Massachusetts
$1.39M +$1.39M +14,433 New