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Avantis US Small Cap Value ETF

562 hedge funds and large institutions have $6.46B invested in Avantis US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 298 increasing their positions, 104 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+114
Holders Change %
+25.45%
% of All Funds
8.24%
Holding in Top 10
111
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+50%
% of All Funds
1.63%
New
130
Increased
298
Reduced
104
Closed
9
Calls
$557K
Puts
$395K
Net Calls
+$162K
Net Calls Change
+$668K
Name Holding Trade Value Shares
Change
Shares
Change %
SRB
151
Shotwell Rutter Baer
Michigan
$7.93M +$7.93M +91,683 New
W
152
WealthCollab
Washington
$7.85M +$7.85M +87,396 New
FF
153
Financial Futures
New Jersey
$7.76M +$377K +4,200 +5%
CF
154
Centaurus Financial
California
$7.66M +$184K +2,051 +2%
AWA
155
ARQ Wealth Advisors
Arizona
$7.64M +$125K +1,396 +2%
SYBT
156
Stock Yards Bank & Trust
Kentucky
$7.6M -$368K -4,093 -5%
BL
157
BFSG LLC
California
$7.54M +$2.51M +27,953 +50%
CA
158
Continuum Advisory
Idaho
$7.48M +$548K +6,098 +8%
FAIM
159
Financial Advocates Investment Management
Washington
$7.39M +$1.02M +11,305 +16%
CG
160
Clarus Group
Texas
$7.17M -$229K -2,550 -3%
PLFA
161
Pacific Life Fund Advisors
California
$7.14M -$165K -1,840 -2%
AWAP
162
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$7.13M +$7.13M +79,381 New
MWM
163
Meritas Wealth Management
California
$6.96M +$1.43M +15,959 +26%
SOS
164
Silver Oak Securities
Tennessee
$6.89M +$6.81M +75,790 +8,338%
FWM
165
Fonville Wealth Management
Virginia
$6.84M +$6.84M +76,167 New
IA
166
IAM Advisory
Pennsylvania
$6.7M +$84.8K +944 +1%
PWIA
167
Porter White Investment Advisors
Alabama
$6.68M +$3.04M +33,802 +83%
FWP
168
FAS Wealth Partners
Kansas
$6.65M +$254K +2,834 +4%
VFPI
169
Vantage Financial Partners (Illinois)
Illinois
$6.6M +$6.25M +69,562 +1,754%
GWM
170
Greenwich Wealth Management
Connecticut
$6.29M -$1.18M -13,120 -16%
KAS
171
Kestra Advisory Services
Texas
$6.21M +$2.92M +32,566 +89%
OWA
172
ORBA Wealth Advisors
Illinois
$5.92M +$5.92M +65,889 New
IWM
173
IHT Wealth Management
Illinois
$5.9M -$2.58M -28,785 -30%
SWA
174
Sax Wealth Advisors
New Jersey
$5.83M +$126K +1,401 +2%
IWS
175
Integrity Wealth Solutions
Colorado
$5.67M +$5.67M +63,102 New