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Avantis US Small Cap Value ETF

701 hedge funds and large institutions have $9.22B invested in Avantis US Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 417 increasing their positions, 130 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
701
Holders Change
+59
Holders Change %
+9.19%
% of All Funds
10.14%
Holding in Top 10
124
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+9.73%
% of All Funds
1.79%
New
99
Increased
417
Reduced
130
Closed
33
Calls
$1.73M
Puts
$1.18M
Net Calls
+$547K
Net Calls Change
-$368K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
201
Continuum Advisory
Idaho
$8.76M +$188K +1,842 +2%
CF
202
Centaurus Financial
California
$8.56M -$282K -2,935 -3%
AWAP
203
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$8.46M +$291K +3,035 +4%
SW
204
Simplicity Wealth
New Jersey
$8.45M +$7.48M +77,923 +766%
KFAA
205
Klaas Financial Asset Advisors
Illinois
$8.42M +$127K +1,328 +2%
WCA
206
Waypoint Capital Advisors
Minnesota
$8.14M -$2.91M -30,326 -26%
PAS
207
Park Avenue Securities
New York
$8.06M +$1.02M +10,609 +14%
ASN
208
Advisory Services Network
Georgia
$7.97M
WGC
209
Watts Gwilliam & Co
Arizona
$7.88M +$7.88M +83,020 New
LW
210
Libra Wealth
California
$7.84M +$804K +8,377 +11%
CF
211
Convergence Financial
Missouri
$7.79M +$1.11M +11,611 +17%
PWMG
212
Private Wealth Management Group
New Jersey
$7.68M +$582K +6,067 +8%
CWA
213
Core Wealth Advisors
Florida
$7.58M +$403K +4,199 +6%
AAS
214
Ameritas Advisory Services
Nebraska
$7.58M +$307K +3,202 +4%
VVP
215
Venture Visionary Partners
Ohio
$7.57M +$1.12M +11,676 +17%
CG
216
Clarus Group
Texas
$7.55M -$52.1K -543 -0.7%
GWM
217
Greenwich Wealth Management
Connecticut
$7.5M +$216K +2,251 +3%
MFG
218
Midwest Financial Group
Kansas
$7.37M +$2.4M +25,022 +48%
IA
219
IAM Advisory
Pennsylvania
$7.36M +$26.5K +276 +0.4%
HA
220
Herold Advisors
New York
$7.29M +$296K +3,087 +4%
PWM
221
Proathlete Wealth Management
Florida
$7.24M +$600K +6,249 +9%
JSW
222
Journey Strategic Wealth
New Jersey
$7.2M +$1.33M +13,840 +23%
SDWIA
223
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$7.19M +$1.7M +17,739 +31%
WPC
224
Wedmont Private Capital
Pennsylvania
$7.19M +$1.35M +14,144 +23%
AA
225
Ancora Advisors
Ohio
$7.18M +$5.26M +54,824 +274%