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Avantis All Equity Markets ETF

34 hedge funds and large institutions have $30.4M invested in Avantis All Equity Markets ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
34
Holders Change
+8
Holders Change %
+30.77%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
13
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IFS
1
Intelligent Financial Strategies
Minnesota
$8.34M 138,896 -13,496 -9%
CIA
2
Compass Ion Advisors
Pennsylvania
$3.17M 52,802 +16,461 +45%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.88M 31,262 +1,883 +6%
IFA
4
Index Fund Advisors
California
$1.7M 28,359 +6,727 +31%
Corient Private Wealth
5
Corient Private Wealth
Florida
$1.61M 26,863 +6,090 +29%
LPL Financial
6
LPL Financial
California
$1.51M 25,215 +19,678 +355%
WCA
7
Waypoint Capital Advisors
Minnesota
$1.08M 18,061
ACP
8
Aveo Capital Partners
Colorado
$1.06M 17,606 +17,606 New
ASN
9
Advisory Services Network
Georgia
$1.03M 17,132 +17,132 New
VWA
10
V Wealth Advisors
Kansas
$995K 16,576 -9,238 -36%
PWA
11
Physician Wealth Advisors
Utah
$847K 14,057 +573 +4%
MWP
12
Meredith Wealth Planning
Illinois
$843K 14,050 +933 +7%
FA
13
Fermata Advisors
California
$715K 11,921 +11,921 New
SWA
14
Sax Wealth Advisors
New Jersey
$665K 11,088 +4,595 +71%
WRPWM
15
Werba Rubin Papier Wealth Management
California
$590K 9,834 -1,647 -14%
PL
16
Plancorp LLC
Missouri
$480K 7,990
Creative Planning
17
Creative Planning
Kansas
$465K 7,751 +7,751 New
WFA
18
WMG Financial Advisors
Tennessee
$414K 6,902 +6,902 New
CWM
19
Collaborative Wealth Management
Florida
$353K 5,878 +5,878 New
SHFA
20
SC&H Financial Advisors
Maryland
$339K 5,649 +2,015 +55%
EAM
21
Evanson Asset Management
California
$327K 5,443 +5,443 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$318K 5,295 +5,295 New
Citadel Advisors
23
Citadel Advisors
Florida
$273K 4,555 +4,555 New
BCI
24
Brinker Capital Investments
Pennsylvania
$260K 4,324
OPS
25
Orion Portfolio Solutions
Nebraska
$260K 4,324