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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.

Holders
19
Holders Change
+8
Holders Change %
+72.73%
% of All Funds
0.28%
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 Market Value Shares Shares
Change
Shares
Change %
ORL
1
Oak Root LLC
California
$183M 2,908,670 -58,830 -2%
PLFA
2
Pacific Life Fund Advisors
California
$39.3M 626,266 +626,266 New
BHWM
3
Beaird Harris Wealth Management
Texas
$20.9M 333,250 +333,250 New
CPWM
4
Cypress Point Wealth Management
Texas
$13M 207,241 +41,359 +25%
DWM
5
Dogwood Wealth Management
Kansas
$9.4M 149,832 +149,832 New
WCA
6
Waypoint Capital Advisors
Minnesota
$5.53M 88,122 +88,122 New
AIA
7
Arcadia Investment Advisors
Idaho
$5.03M 80,106 +80,106 New
LPL Financial
8
LPL Financial
California
$4.53M 72,112 +14,841 +26%
PL
9
Plancorp LLC
Missouri
$1.54M 24,495
Corient Private Wealth
10
Corient Private Wealth
Florida
$1.41M 22,452 +22,452 New
PP
11
Prosperity Planning
Missouri
$1.22M 19,457 +19,457 New
WW
12
Waterfront Wealth
Kansas
$1.03M 16,391 +676 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$850K 13,533 -1,482 -10%
CPIG
14
Chicago Partners Investment Group
Illinois
$834K 13,258 +886 +7%
DFS
15
Dixon Fnancial Services
California
$749K 11,933
MPCL
16
My Personal CFO LLC
Washington
$236K 3,760 +3,760 New
HA
17
Herold Advisors
New York
$201K 3,204 +3,204 New
UBS Group
18
UBS Group
Switzerland
$51.8K 826 +826 New
FWP
19
FAS Wealth Partners
Kansas
$47.3K 753 +461 +158%
AA
20
AlphaQ Advisors
Florida
-151,469 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-21,500 Closed
CFGS
22
Concourse Financial Group Securities
Alabama