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Avantis All Equity Markets ETF

26 hedge funds and large institutions have $21.7M invested in Avantis All Equity Markets ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
26
Holders Change
+10
Holders Change %
+62.5%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
9
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IFS
1
Intelligent Financial Strategies
Minnesota
$8.81M 152,392 -37,725 -20%
CIA
2
Compass Ion Advisors
Pennsylvania
$2.1M 36,341 +36,341 New
VWA
3
V Wealth Advisors
Kansas
$1.49M 25,814 +25,814 New
IFA
4
Index Fund Advisors
California
$1.25M 21,632 +14,644 +210%
Corient Private Wealth
5
Corient Private Wealth
Florida
$1.2M 20,773 +11,667 +128%
WCA
6
Waypoint Capital Advisors
Minnesota
$1.04M 18,061 +2,616 +17%
PWA
7
Physician Wealth Advisors
Utah
$788K 13,484 +115 +0.9%
MWP
8
Meredith Wealth Planning
Illinois
$758K 13,117 +13,117 New
WRPWM
9
Werba Rubin Papier Wealth Management
California
$664K 11,481 -699 -6%
PL
10
Plancorp LLC
Missouri
$462K 7,990
AAS
11
Ameritas Advisory Services
Nebraska
$434K 7,460 +7,460 New
CWA
12
Canvas Wealth Advisors
Kansas
$406K 7,039 +7,039 New
SWA
13
Sax Wealth Advisors
New Jersey
$375K 6,493 +6,493 New
LPL Financial
14
LPL Financial
California
$320K 5,537 +5,537 New
BJL
15
Brighton Jones LLC
Washington
$290K 5,014 +267 +6%
BCI
16
Brinker Capital Investments
Pennsylvania
$250K 4,324 +4,324 New
OPS
17
Orion Portfolio Solutions
Nebraska
$250K 4,324 +4,324 New
TSS
18
Two Sigma Securities
New York
$243K 4,208 +4,208 New
SHFA
19
SC&H Financial Advisors
Maryland
$210K 3,634 +3,634 New
LG
20
LAM Group
Oregon
$194K 3,354 +2,075 +162%
AFS
21
Annapolis Financial Services
Maryland
$109K 1,881 +1,371 +269%
CFO
22
CVA Family Office
Colorado
$14.5K 251 +251 New
BHWM
23
Beaird Harris Wealth Management
Texas
$14.4K 249 +249 New
TWA
24
TCI Wealth Advisors
Arizona
$3.47K 60 +27 +82%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.02K 35