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Avantis US Large Cap Equity ETF

7 hedge funds and large institutions have $176M invested in Avantis US Large Cap Equity ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

98.81% more ownership

Funds ownership: 0%98.81% (+99%)

Holders
7
Holders Change
+7
Holders Change %
% of All Funds
0.1%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ORL
1
Oak Root LLC
California
$165M +$154M +2,967,500 New
AA
2
AlphaQ Advisors
Florida
$7.83M +$7.29M +140,694 New
Corient Private Wealth
3
Corient Private Wealth
Florida
$1.25M +$1.16M +22,452 New
PL
4
Plancorp LLC
Missouri
$1.09M +$1.02M +19,600 New
CPIG
5
Chicago Partners Investment Group
Illinois
$366K +$336K +6,484 New
Citadel Advisors
6
Citadel Advisors
Florida
$280K +$261K +5,030 New
SPIA
7
Steward Partners Investment Advisory
New York
$5.62K +$5.24K +101 New

AVLC Hedge Fund Activity: Q4 2023 in Review

7 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Equity ETF (AVLC) for Q4 2023, worth a combined $176M.

Buyers outnumbered sellers: 7 funds opened new AVLC positions and 0 closed out — a net gain of 7 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was AlphaQ Advisors, opening a new position worth an estimated $7.29M.

  • 7 institutional investors held Avantis US Large Cap Equity ETF (AVLC) as of Q4 2023, up from 0 in Q3 2023.
  • Funds reported $176M of Avantis US Large Cap Equity ETF stock for Q4 2023.
  • 7 funds opened new Avantis US Large Cap Equity ETF positions in Q4 2023 and 0 closed out, a net change of +7 holders.
  • The largest Avantis US Large Cap Equity ETF buyer in Q4 2023 was AlphaQ Advisors, an estimated $7.29M added.

Based on aggregated 13F filings for Q4 2023.