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Avantis All Equity Markets ETF

54 hedge funds and large institutions have $59.6M invested in Avantis All Equity Markets ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
54
Holders Change
+12
Holders Change %
+28.57%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
18
Increased
27
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WFA
26
WMG Financial Advisors
Tennessee
$599K 9,257 +1,146 +14%
PL
27
Plancorp LLC
Missouri
$519K 8,014
EC
28
Eaton-Cambridge
Arizona
$518K 8,004 +8,004 New
Creative Planning
29
Creative Planning
Kansas
$506K 7,814 +63 +0.8%
AC
30
Apella Capital
Connecticut
$497K 7,820 +7,820 New
VFPI
31
Vantage Financial Partners (Illinois)
Illinois
$475K 7,331 +7,331 New
WWP
32
Waypoint Wealth Partners
California
$424K 6,544 +1,993 +44%
AFS
33
Annapolis Financial Services
Maryland
$415K 6,405 +1,456 +29%
NWM
34
Northwest Wealth Management
Iowa
$364K 5,622 +892 +19%
IWS
35
Integrity Wealth Solutions
Colorado
$314K 4,855 +4,855 New
BWP
36
Barlow Wealth Partners
Kentucky
$290K 4,472 +4,472 New
CCMI
37
Creative Capital Management Investments
California
$261K 4,024 +1,360 +51%
LG
38
LAM Group
Oregon
$246K 3,802 +165 +5%
WAS
39
WESPAC Advisors SoCal
California
$241K 3,717 +3,717 New
GAM
40
GEM Asset Management
Michigan
$228K 3,526 +3,526 New
FWM
41
FMB Wealth Management
California
$200K 3,094 +3,094 New
OCM
42
Orion Capital Management
California
$68.3K 1,055 +44 +4%
RLIM
43
Red Lighthouse Investment Management
New York
$66.2K 1,023 +894 +693%
VWA
44
Valued Wealth Advisors
Utah
$46.2K 786 +786 New
GWSG
45
GPS Wealth Strategies Group
Colorado
$41.2K 637 +637 New
EWA
46
EverSource Wealth Advisors
Alabama
$40.3K 622 +38 +7%
MFT
47
Moisand Fitzgerald Tamayo
Florida
$38K 587 +543 +1,234%
GTAM
48
Global Trust Asset Management
Florida
$24K 370
CFO
49
CVA Family Office
Colorado
$19.9K 308 +308 New
PWMG
50
Private Wealth Management Group
New Jersey
$19.4K 300 +300 New