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Avantis US Large Cap Equity ETF
AVLC

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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

57% more funds holding

Funds holding: 7 → 11 (+4)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

21% more capital invested

Capital invested by funds: $176M → $213M (+$36.9M)

1.54% less ownership

Funds ownership: 98.81% → 97.27% (-1.5%)

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
Cypress Point Wealth Management
Texas
+$9.66M
2
LPL Financial
LPL Financial
California
+$3.33M
3
Citadel Advisors
Citadel Advisors
Florida
+$959K
4
WW
Waterfront Wealth
Kansas
+$915K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$874K

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$1.25M
2
SPIA
Steward Partners Investment Advisory
New York
-$5.62K
Name Holding Trade Value Shares
Change 		Change in
Stake
ORL
1
Oak Root LLC
California
$183M – – –
CPWM
2
Cypress Point Wealth Management
Texas
$10.3M +$9.66M +165,882 New
AA
3
AlphaQ Advisors
Florida
$9.36M +$627K +10,775 +8%
LPL Financial
4
LPL Financial
California
$3.54M +$3.33M +57,271 New
PL
5
Plancorp LLC
Missouri
$1.51M +$285K +4,895 +25%
Citadel Advisors
6
Citadel Advisors
Florida
$1.33M +$959K +16,470 +327%
WW
7
Waterfront Wealth
Kansas
$930K +$915K +15,715 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$928K +$874K +15,015 New
DFS
9
Dixon Fnancial Services
California
$738K +$695K +11,933 New
CPIG
10
Chicago Partners Investment Group
Illinois
$737K +$343K +5,888 +91%
FWP
11
FAS Wealth Partners
Kansas
$18K +$17K +292 New
Corient Private Wealth
12
Corient Private Wealth
Florida
– -$1.25M -22,452 Closed
SPIA
13
Steward Partners Investment Advisory
New York
– -$5.62K -101 Closed