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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 %
DFG
651
Delta Financial Group
New Jersey
$387K +$135K +1,394 +53%
GWA
652
GGM Wealth Advisors
Maryland
$385K -$2.9K -30 -0.7%
BIM
653
Baldwin Investment Management
Pennsylvania
$383K -$19.5K -202 -5%
OWM
654
Orgel Wealth Management
Wisconsin
$381K -$53.1K -550 -12%
BWP
655
Balboa Wealth Partners
Arizona
$374K -$184K -1,904 -33%
CCA
656
Cora Capital Advisors
New Jersey
$373K
VA
657
Valmark Advisers
Ohio
$372K -$6.27K -65 -2%
SIA
658
SeaBridge Investment Advisors
New Jersey
$369K +$369K +3,822 New
CWI
659
Conscious Wealth Investments
Florida
$365K +$33.6K +338 +10%
BWS
660
BCR Wealth Strategies
Alabama
$365K
LWM
661
Liberty Wealth Management
California
$364K +$1.64K +17 +0.5%
CT
662
Clearstead Trust
Maine
$355K +$355K +3,677 New
DWM
663
Drive Wealth Management
Utah
$355K +$355K +3,676 New
NLP
664
Next Level Private
New York
$350K -$5.5K -57 -2%
CFG
665
Citizens Financial Group
Rhode Island
$349K +$1.54K +16 +0.4%
GWS
666
Glassman Wealth Services
Virginia
$348K
AAS
667
Asset Allocation Strategies
Michigan
$347K +$109K +1,133 +46%
MFG
668
MidWestOne Financial Group
Iowa
$334K
Two Sigma Investments
669
Two Sigma Investments
New York
$328K +$328K +3,400 New
DRP
670
Decker Retirement Planning
Utah
$326K +$326K +3,373 New
ATI
671
ARK & TLK Investments
Oklahoma
$324K +$53.5K +554 +20%
SIAG
672
Safeguard Investment Advisory Group
California
$312K +$312K +3,237 New
AWM
673
Aegis Wealth Management
Maryland
$311K +$311K +3,226 New
FMTC
674
Farmers & Merchants Trust Company
California
$309K
FIA
675
Foundations Investment Advisors
Arizona
$303K -$148K -1,532 -33%