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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 %
FIA
501
Foundations Investment Advisors
Arizona
$435K -$139K -1,553 -24%
BIM
502
Baldwin Investment Management
Pennsylvania
$422K -$5.56K -62 -1%
OWM
503
Orgel Wealth Management
Wisconsin
$418K
Bank of Montreal
504
Bank of Montreal
Ontario, Canada
$412K +$90 +1 +0%
WS
505
Wedbush Securities
California
$406K +$406K +4,529 New
OA
506
Oceanside Advisors
South Carolina
$404K +$2.42K +27 +0.6%
BAWC
507
Boyce & Associates Wealth Consulting
Texas
$396K +$80.7K +899 +26%
MGIA
508
Moneta Group Investment Advisors
Missouri
$396K +$105K +1,170 +36%
LSA
509
Lion Street Advisors
Texas
$395K +$103K +1,148 +35%
CAM
510
Clark Asset Management
New Hampshire
$387K -$90 -1 -0%
GTAM
511
Global Trust Asset Management
Florida
$372K
CT
512
Colonial Trust
South Carolina
$371K
AWE
513
Avidian Wealth Enterprises
Texas
$370K +$15K +167 +4%
FS
514
Financial Symmetry
North Carolina
$361K +$101K +1,131 +39%
BWS
515
BCR Wealth Strategies
Alabama
$359K +$19.8K +221 +6%
GWA
516
GGM Wealth Advisors
Maryland
$359K -$2.96K -33 -0.8%
CCA
517
Cora Capital Advisors
New Jersey
$352K -$6.01K -67 -2%
CPCM
518
Cardinal Point Capital Management
Ontario, Canada
$346K -$694K -7,730 -67%
BTI
519
Blue Trust Inc
Georgia
$345K
IFA
520
Index Fund Advisors
California
$345K +$27.6K +308 +9%
CB
521
Commerce Bank
Missouri
$339K +$4.85K +54 +1%
OC
522
Oppenheimer & Co
New York
$337K +$16.6K +185 +5%
LWM
523
Liberty Wealth Management
California
$335K +$1.61K +18 +0.5%
TF
524
Tenon Financial
New Jersey
$334K +$61K +680 +22%
CF
525
Crosspoint Financial
California
$327K +$327K +3,643 New