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Avantis US Large Cap Equity ETF

28 hedge funds and large institutions have $378M invested in Avantis US Large Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
+9
Holders Change %
+47.37%
% of All Funds
0.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
11
Increased
12
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
$192M 2,908,670
PLFA
2
Pacific Life Fund Advisors
California
$65.6M 993,410 +367,144 +59%
BHWM
3
Beaird Harris Wealth Management
Texas
$26.5M 402,073 +68,823 +21%
CPWM
4
Cypress Point Wealth Management
Texas
$16.4M 248,594 +41,353 +20%
WCA
5
Waypoint Capital Advisors
Minnesota
$15.9M 240,803 +152,681 +173%
FWP
6
FAS Wealth Partners
Kansas
$14.5M 219,323 +218,570 +29,027%
DWM
7
Dogwood Wealth Management
Kansas
$9.77M 147,966 -1,866 -1%
AIA
8
Arcadia Investment Advisors
Idaho
$7.75M 117,359 +37,253 +47%
LPL Financial
9
LPL Financial
California
$7.21M 109,163 +37,051 +51%
PP
10
Prosperity Planning
Missouri
$3.16M 47,931 +28,474 +146%
WWA
11
WCG Wealth Advisors
Nevada
$2.47M 37,358 +37,358 New
PL
12
Plancorp LLC
Missouri
$1.93M 29,165 +4,670 +19%
Corient Private Wealth
13
Corient Private Wealth
Florida
$1.48M 22,452
Jane Street
14
Jane Street
New York
$1.29M 19,547 +19,547 New
WW
15
Waterfront Wealth
Kansas
$1.28M 19,187 +2,796 +17%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.14M 17,238 +17,238 New
CAM
17
Cresset Asset Management
Illinois
$1.12M 16,913 +16,913 New
HA
18
Herold Advisors
New York
$1.04M 15,724 +12,520 +391%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$958K 14,514 +14,514 New
CPIG
20
Chicago Partners Investment Group
Illinois
$941K 14,134 +876 +7%
KAS
21
Kestra Advisory Services
Texas
$811K 12,277 +12,277 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$811K 12,277 +12,277 New
DFS
23
Dixon Fnancial Services
California
$788K 11,933
VWA
24
Visionary Wealth Advisors
Illinois
$733K 11,106 +11,106 New
GC
25
Grimes & Company
Massachusetts
$632K 9,574 +9,574 New