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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 %
IWC
501
Integrated Wealth Concepts
Massachusetts
$1.39M +$626K +6,480 +82%
AIM
502
Archer Investment Management
Texas
$1.39M +$1.39M +14,361 New
EAM
503
Evanson Asset Management
California
$1.36M +$416K +4,306 +44%
SSWM
504
Sheets Smith Wealth Management
North Carolina
$1.36M +$16.3K +169 +1%
CAL
505
Capital Analysts LLC
Pennsylvania
$1.35M +$1.14M +11,810 +533%
ADL
506
Asset Dedication LLC
California
$1.35M -$513K -5,316 -28%
AWA
507
Arbor Wealth Advisors
Michigan
$1.34M +$331K +3,425 +33%
FF
508
Friday Financial
Iowa
$1.32M +$1.32M +13,654 New
AF
509
Apollon Financial
South Carolina
$1.31M +$148K +1,536 +13%
DWM
510
DKM Wealth Management
California
$1.31M +$1.31M +13,543 New
SAI
511
Savvy Advisors Inc
New York
$1.3M -$100K -1,037 -7%
BSG
512
Black Swift Group
Colorado
$1.3M -$1.94M -20,080 -60%
GKWIM
513
Gerber Kawasaki Wealth & Investment Management
California
$1.3M -$4.27M -44,250 -77%
PI
514
PFG Investments
New York
$1.29M +$497K +5,144 +63%
TW
515
Trajan Wealth
Arizona
$1.29M -$55.6K -576 -4%
LFA
516
Lauterbach Financial Advisors
Texas
$1.28M -$14K -145 -1%
HIM
517
Harbour Investment Management
Washington
$1.28M
MWA
518
Merkkuri Wealth Advisors
New York
$1.28M -$623K -6,449 -33%
FFC
519
First Financial Corp
Indiana
$1.26M -$40.6K -421 -3%
GC
520
Guidance Capital
Kentucky
$1.25M +$286K +2,867 +30%
TCG
521
Transcendent Capital Group
Oklahoma
$1.24M -$49.8K -516 -4%
Northern Trust
522
Northern Trust
Illinois
$1.23M +$753K +7,797 +157%
AWM
523
Able Wealth Management
New Jersey
$1.23M +$45K +466 +4%
SAW
524
Signal Advisors Wealth
Michigan
$1.22M -$21.4K -222 -2%
ACM
525
Armbruster Capital Management
New York
$1.22M +$180K +1,863 +17%