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Avantis US Large Cap Equity ETF
AVLC

Overview Fund Activity

11 hedge funds and large institutions have $213M invested in Avantis US Large Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, reducing their positions, and 2 closing their positions.

Holders
11
Holders Change
+4
Holders Change %
+57.14%
% of All Funds
0.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
6
Increased
4
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPWM
1
Cypress Point Wealth Management
Texas
$10.3M
2
LPL Financial
2
LPL Financial
California
$3.54M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.33M
4
WW
4
Waterfront Wealth
Kansas
$930K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$928K

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$0
2
SPIA
2
Steward Partners Investment Advisory
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ORL
1
Oak Root LLC
California
$183M 2,967,500 – –
CPWM
2
Cypress Point Wealth Management
Texas
$10.3M 165,882 +165,882 New
AA
3
AlphaQ Advisors
Florida
$9.36M 151,469 +10,775 +8%
LPL Financial
4
LPL Financial
California
$3.54M 57,271 +57,271 New
PL
5
Plancorp LLC
Missouri
$1.51M 24,495 +4,895 +25%
Citadel Advisors
6
Citadel Advisors
Florida
$1.33M 21,500 +16,470 +327%
WW
7
Waterfront Wealth
Kansas
$930K 15,715 +15,715 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$928K 15,015 +15,015 New
DFS
9
Dixon Fnancial Services
California
$738K 11,933 +11,933 New
CPIG
10
Chicago Partners Investment Group
Illinois
$737K 12,372 +5,888 +91%
FWP
11
FAS Wealth Partners
Kansas
$18K 292 +292 New
Corient Private Wealth
12
Corient Private Wealth
Florida
– – -22,452 Closed
SPIA
13
Steward Partners Investment Advisory
New York
– – -101 Closed
CFGS
14
Concourse Financial Group Securities
Alabama
– – – –