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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 %
CWM
201
Castle Wealth Management
Florida
$4.88M +$93.8K +1,044 +2%
PCM
202
Passive Capital Management
Maryland
$4.84M -$158K -1,758 -3%
CFO
203
CVA Family Office
Colorado
$4.83M +$222K +2,472 +5%
WFS
204
Widmann Financial Services
Maryland
$4.82M +$219K +2,437 +5%
MHB
205
Midwest Heritage Bank
Iowa
$4.78M -$112K -1,245 -2%
Thrivent Financial for Lutherans
206
Thrivent Financial for Lutherans
Minnesota
$4.72M +$4.72M +52,512 New
Truist Financial
207
Truist Financial
North Carolina
$4.68M +$195K +2,168 +4%
ACP
208
Aveo Capital Partners
Colorado
$4.67M +$894K +9,959 +24%
ASFA
209
All Season Financial Advisors
Colorado
$4.67M +$3.89M +43,300 +500%
LFAS
210
Level Four Advisory Services
Texas
$4.66M +$453K +5,047 +11%
SC
211
Savant Capital
Illinois
$4.62M +$1.79M +19,959 +63%
UWM
212
USAdvisors Wealth Management
Minnesota
$4.58M -$240K -2,675 -5%
RIL
213
Rothschild Investment LLC
Illinois
$4.45M +$699K +7,788 +19%
ICM
214
Islay Capital Management
Texas
$4.42M -$2.29M -25,538 -34%
MBFW
215
Morton Brown Family Wealth
Pennsylvania
$4.39M +$4.34M +48,289 +8,877%
SWM
216
Seed Wealth Management
Illinois
$4.38M +$414K +4,630 +10%
AFA
217
Arlington Financial Advisors
California
$4.36M +$4.36M +48,567 New
WPC
218
Wedmont Private Capital
Pennsylvania
$4.33M +$1M +11,363 +30%
Janney Montgomery Scott
219
Janney Montgomery Scott
Pennsylvania
$4.25M -$99.8K -1,111 -2%
CPWM
220
Cypress Point Wealth Management
Texas
$4.23M +$267K +2,975 +7%
LWA
221
Lantern Wealth Advisors
New York
$4.21M +$4.21M +46,910 New
AAS
222
Ameritas Advisory Services
Nebraska
$4.21M -$1.48M -16,566 -26%
WAP
223
Wealthcare Advisory Partners
Pennsylvania
$4.19M +$373K +4,149 +10%
PWM
224
Perigon Wealth Management
California
$4.18M -$181K -2,016 -4%
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$4.11M +$631K +7,027 +18%