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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 %
TCM
601
TruNorth Capital Management
Michigan
$48.2K
MCM
602
MidAtlantic Capital Management
Virginia
$47.4K -$7.81K -87 -14%
ATPW
603
Ashton Thomas Private Wealth
Arizona
$43.7K +$43.7K +487 New
PMFA
604
Plante Moran Financial Advisors
Michigan
$36.1K
SC
605
Swan Capital
Florida
$34.3K +$34.3K +382 New
VAG
606
VisionPoint Advisory Group
Texas
$28.3K +$28.3K +315 New
CB
607
CNB Bank
Pennsylvania
$27.2K +$27.2K +303 New
PS
608
Principal Securities
Iowa
$26.9K -$718 -8 -3%
BAM
609
Bellevue Asset Management
Washington
$26.9K +$26.9K +300 New
SIC
610
SJS Investment Consulting
Ohio
$26.7K
MFC
611
Morris Financial Concepts
South Carolina
$24.7K +$6.55K +73 +36%
BCMLT
612
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.6K +$24.6K +275 New
AWM
613
Avior Wealth Management
Nebraska
$20.2K
TCOV
614
Trust Company of Vermont
Vermont
$20.2K +$3.14K +35 +18%
AP
615
Atwood & Palmer
Missouri
$19.6K +$19.6K +218 New
QCG
616
Quadrant Capital Group
Ohio
$18.8K
SS
617
Sunbelt Securities
Texas
$18.6K -$20.5K -228 -52%
SWM
618
Spire Wealth Management
Virginia
$17.9K -$9.24K -103 -34%
SIS
619
Sound Income Strategies
Florida
$17.6K -$54.4K -606 -76%
NS
620
NBC Securities
Alabama
$14K
OLVIG
621
Oliver Lagore Vanvalin Investment Group
Michigan
$13.7K
AWM
622
Abound Wealth Management
Tennessee
$12.6K
BWP
623
Baldwin Wealth Partners
Massachusetts
$9.87K
GI
624
GAMMA Investing
California
$9.42K +$9.42K +105 New
OIA
625
Optimum Investment Advisors
Illinois
$8.88K