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Avantis US Small Cap Value ETF

627 hedge funds and large institutions have $7.39B invested in Avantis US Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 354 increasing their positions, 144 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+65
Holders Change %
+11.57%
% of All Funds
9.09%
Holding in Top 10
116
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.5%
% of All Funds
1.68%
New
91
Increased
354
Reduced
144
Closed
21
Calls
$2.29M
Puts
$843K
Net Calls
+$1.44M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
601
Avior Wealth Management
Nebraska
$21.1K +$21.1K +225 New
TRCT
602
Tower Research Capital (TRC)
New York
$19.8K +$19.8K +211 New
QCG
603
Quadrant Capital Group
Ohio
$19.7K +$19.7K +210 New
MFC
604
Morris Financial Concepts
South Carolina
$18.9K
TCOV
605
Trust Company of Vermont
Vermont
$17.8K +$17.8K +190 New
NS
606
NBC Securities
Alabama
$15K
OLVIG
607
Oliver Lagore Vanvalin Investment Group
Michigan
$14.3K -$28.9K -308 -67%
AWM
608
Abound Wealth Management
Tennessee
$13.2K
MPWT
609
MassMutual Private Wealth & Trust
Connecticut
$11.2K +$11.2K +120 New
BWP
610
Baldwin Wealth Partners
Massachusetts
$10.3K
OIA
611
Optimum Investment Advisors
Illinois
$9.28K
CA
612
CoreCap Advisors
Michigan
$6.09K +$6.09K +65 New
AWM
613
Activest Wealth Management
Florida
$5.81K +$5.81K +62 New
AF
614
Advisornet Financial
Minnesota
$5.62K -$32.4K -346 -85%
PAM
615
Palisade Asset Management
Minnesota
$5.62K +$5.62K +60 New
YAL
616
Your Advocates Ltd
Texas
$5.15K -$26.4K -282 -84%
Fidelity Investments
617
Fidelity Investments
Massachusetts
$3.84K -$13.8K -147 -78%
JWM
618
Janiczek Wealth Management
Colorado
$3K +$937 +10 +45%
PA
619
Pineridge Advisors
Missouri
$2.25K
AssetMark Inc
620
AssetMark Inc
California
$2.06K -$288K -3,077 -99%
SIC
621
Salem Investment Counselors
North Carolina
$1.97K +$1.97K +21 New
LFA
622
LGT Financial Advisors
Texas
$1.49K -$280 -3 -16%
TCA
623
Trifecta Capital Advisors
Illinois
$938 +$938 +10 New
NECFA
624
New England Capital Financial Advisors
Connecticut
$659 +$659 +7 New
AA
625
Addison Advisors
Vermont
$582