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Avantis US Small Cap Value ETF

225 hedge funds and large institutions have $1.75B invested in Avantis US Small Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+31
Holders Change %
+15.98%
% of All Funds
3.56%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.49%
New
42
Increased
121
Reduced
42
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NWM
126
Northwest Wealth Management
Iowa
$998K +$247K +3,098 +33%
Betterment LLC
127
Betterment LLC
New York
$972K +$39.5K +495 +4%
CPWMP
128
Cardinal Point Wealth Management Partners
California
$962K +$465K +5,825 +94%
SAM
129
Satovsky Asset Management
New York
$949K +$949K +11,887 New
ASN
130
Advisory Services Network
Georgia
$942K +$612K +7,661 +185%
LFA
131
Lauterbach Financial Advisors
Texas
$899K +$22.3K +279 +3%
TIM
132
Tortoise Investment Management
New York
$857K +$155K +1,937 +22%
JPLA
133
Joseph P. Lucia & Associates
New York
$810K +$360K +4,515 +80%
AAS
134
Avantax Advisory Services
Texas
$807K +$67.5K +846 +9%
JSW
135
Journey Strategic Wealth
New Jersey
$803K -$95.8K -1,200 -11%
Wealthfront Advisers
136
Wealthfront Advisers
California
$803K +$803K +10,051 New
IA
137
Integrity Advisory
Kansas
$783K +$783K +9,808 New
JFA
138
JNBA Financial Advisors
Minnesota
$778K +$211K +2,645 +37%
PAS
139
Park Avenue Securities
New York
$773K +$278K +3,478 +56%
RWM
140
Rockwood Wealth Management
Pennsylvania
$758K +$7.59K +95 +1%
KA
141
Klingman & Associates
New York
$730K +$1.6K +20 +0.2%
TP
142
Tranquility Partners
Tennessee
$729K +$515K +6,444 +240%
EWA
143
EverSource Wealth Advisors
Alabama
$726K +$36.9K +463 +5%
WFA
144
Websterrogers Financial Advisors
South Carolina
$703K -$4.88M -60,788 -87%
CWA
145
Capital Wealth Alliance
Arizona
$695K +$494K +6,194 +246%
FNBSF
146
First National Bank Sioux Falls
South Dakota
$656K +$22.4K +280 +4%
GKWIM
147
Gerber Kawasaki Wealth & Investment Management
California
$636K +$636K +7,973 New
PWA
148
PCG Wealth Advisors
Kansas
$625K +$61.2K +766 +11%
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$602K +$32.3K +404 +6%
T
150
TRUADVICE
Florida
$551K +$16.5K +218 +3%