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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 %
MWML
576
M Wealth Management LLC
California
$688K +$688K +7,130 New
SWM
577
Selective Wealth Management
Virginia
$685K +$2.63K +27 +0.4%
TC
578
TownSquare Capital
Utah
$680K +$680K +7,041 New
IC
579
IEQ Capital
California
$676K -$64.1K -664 -9%
CFGS
580
Concourse Financial Group Securities
Alabama
$672K +$168K +1,678 +33%
DFA
581
DHK Financial Advisors
New Hampshire
$662K -$48.4K -501 -7%
CIAS
582
Capital Investment Advisory Services
North Carolina
$662K +$46.2K +479 +8%
MGIA
583
Moneta Group Investment Advisors
Missouri
$661K +$248K +2,564 +60%
Fidelity Investments
584
Fidelity Investments
Massachusetts
$654K +$174K +1,802 +36%
LFGO
585
Legacy Financial Group (Oklahoma)
Oklahoma
$652K +$6.47K +67 +1%
TF
586
Tenon Financial
New Jersey
$649K +$190K +1,972 +41%
CCA
587
Childress Capital Advisors
Texas
$649K -$255K -2,641 -28%
PWM
588
Provident Wealth Management
Tennessee
$645K -$250K -2,592 -28%
WS
589
Wedbush Securities
California
$634K +$196K +2,029 +45%
PWM
590
PBMares Wealth Management
Virginia
$634K +$216K +2,238 +52%
SA
591
Stewardship Advisors
Pennsylvania
$633K -$106K -1,099 -14%
IFS
592
Intelligent Financial Strategies
Minnesota
$616K +$97 +1 +0%
LSA
593
Lion Street Advisors
Texas
$613K +$14.7K +152 +2%
APG
594
Abacus Planning Group
South Carolina
$605K
CPRC
595
Consolidated Portfolio Review Corp
New York
$600K +$7.43K +77 +1%
AWM
596
Arista Wealth Management
Nevada
$595K -$124K -1,283 -17%
PGWM
597
Pitti Group Wealth Management
New York
$594K +$594K +6,158 New
MAM
598
Mainsail Asset Management
Alabama
$591K +$260K +2,696 +79%
BWMG
599
Bannerman Wealth Management Group
Texas
$590K +$590K +6,117 New
KFA
600
Kelleher Financial Advisors
New York
$588K +$1.64K +17 +0.3%