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Avantis US Large Cap Equity ETF

19 hedge funds and large institutions have $288M invested in Avantis US Large Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

73% more funds holding

Funds holding: 1119 (+8)

36% more capital invested

Capital invested by funds: $213M → $288M (+$75.7M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6.45% less ownership

Funds ownership: 97.27%90.82% (-6.4%)

Holders
19
Holders Change
+8
Holders Change %
+72.73%
% of All Funds
0.27%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
10
Increased
5
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ORL
1
Oak Root LLC
California
$183M -$3.6M -58,830 -2%
PLFA
2
Pacific Life Fund Advisors
California
$39.3M +$38.3M +626,266 New
BHWM
3
Beaird Harris Wealth Management
Texas
$20.9M +$20.4M +333,250 New
CPWM
4
Cypress Point Wealth Management
Texas
$13M +$2.53M +41,359 +25%
DWM
5
Dogwood Wealth Management
Kansas
$9.4M +$9.16M +149,832 New
WCA
6
Waypoint Capital Advisors
Minnesota
$5.53M +$5.39M +88,122 New
AIA
7
Arcadia Investment Advisors
Idaho
$5.03M +$4.9M +80,106 New
LPL Financial
8
LPL Financial
California
$4.53M +$907K +14,841 +26%
PL
9
Plancorp LLC
Missouri
$1.54M
Corient Private Wealth
10
Corient Private Wealth
Florida
$1.41M +$1.37M +22,452 New
PP
11
Prosperity Planning
Missouri
$1.22M +$1.19M +19,457 New
WW
12
Waterfront Wealth
Kansas
$1.03M +$41.3K +676 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$850K -$90.6K -1,482 -10%
CPIG
14
Chicago Partners Investment Group
Illinois
$834K +$54.2K +886 +7%
DFS
15
Dixon Fnancial Services
California
$749K
MPCL
16
My Personal CFO LLC
Washington
$236K +$230K +3,760 New
HA
17
Herold Advisors
New York
$201K +$196K +3,204 New
UBS Group
18
UBS Group
Switzerland
$51.8K +$50.5K +826 New
FWP
19
FAS Wealth Partners
Kansas
$47.3K +$28.2K +461 +158%
AA
20
AlphaQ Advisors
Florida
-$9.36M -151,469 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-$1.33M -21,500 Closed