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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 %
GWS
576
Glassman Wealth Services
Virginia
$345K
CFG
577
Citizens Financial Group
Rhode Island
$345K +$60.3K +628 +21%
CPCM
578
Cardinal Point Capital Management
Ontario, Canada
$332K -$37.8K -394 -10%
MFG
579
MidWestOne Financial Group
Iowa
$332K
MAM
580
Mainsail Asset Management
Alabama
$329K +$329K +3,430 New
PFBT
581
Parkside Financial Bank & Trust
Missouri
$328K -$1.25K -13 -0.4%
AWM
582
AE Wealth Management
Kansas
$325K -$15.5M -161,618 -98%
CWI
583
Conscious Wealth Investments
Florida
$317K
RWA
584
Redmont Wealth Advisors
Illinois
$317K
RZH
585
Relyea Zuckerberg Hanson
Connecticut
$316K +$316K +3,294 New
MCM
586
Mattern Capital Management
Colorado
$315K +$30.4K +317 +11%
FMTC
587
Farmers & Merchants Trust Company
California
$307K
SG
588
StoneX Group
New York
$306K +$306K +3,188 New
GWM
589
Grand Wealth Management
Michigan
$293K
RWM
590
Ruedi Wealth Management
Illinois
$292K +$1.92K +20 +0.7%
AIM
591
Anchor Investment Management
South Carolina
$292K +$292K +3,045 New
JWCA
592
J.W. Cole Advisors
Florida
$288K +$38.4K +400 +15%
NP
593
Nilsine Partners
Colorado
$287K
RFC
594
Regions Financial Corp
Alabama
$287K
UF
595
Univest Financial
Pennsylvania
$286K +$286K +2,980 New
ACA
596
Aptus Capital Advisors
Alabama
$274K +$17.9K +187 +7%
ATI
597
ARK & TLK Investments
Oklahoma
$269K
BEAM
598
Baker Ellis Asset Management
Washington
$266K +$266K +2,775 New
PF
599
Prosperitas Financial
California
$264K +$264K +2,754 New
GWANC
600
Guardian Wealth Advisors (North Carolina)
North Carolina
$260K +$6.14K +64 +2%