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Avantis US Large Cap Equity ETF

32 hedge funds and large institutions have $437M invested in Avantis US Large Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 4

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more capital invested

Capital invested by funds: $378M → $437M (+$59.5M)

14% more funds holding

Funds holding: 2832 (+4)

2.91% more ownership

Funds ownership: 92.26%95.17% (+2.9%)

Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.42%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
7
Increased
16
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ORL
1
Oak Root LLC
California
$196M
PLFA
2
Pacific Life Fund Advisors
California
$79.2M +$12.2M +178,708 +18%
BHWM
3
Beaird Harris Wealth Management
Texas
$29M +$1.85M +27,167 +7%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$27.6M +$27.9M +409,202 New
CPWM
5
Cypress Point Wealth Management
Texas
$22M +$5.29M +77,581 +31%
FWP
6
FAS Wealth Partners
Kansas
$14.1M -$672K -9,858 -4%
HP
7
Haven Private
Florida
$11.7M +$11.8M +172,733 New
DWM
8
Dogwood Wealth Management
Kansas
$9.42M -$586K -8,587 -6%
LPL Financial
9
LPL Financial
California
$8.12M +$751K +11,004 +10%
AIA
10
Arcadia Investment Advisors
Idaho
$7.91M -$21.7K -318 -0.3%
PP
11
Prosperity Planning
Missouri
$4.82M +$1.59M +23,367 +49%
GC
12
Grimes & Company
Massachusetts
$4.59M +$3.99M +58,438 +610%
VWA
13
Visionary Wealth Advisors
Illinois
$2.6M +$1.87M +27,419 +247%
WWA
14
WCG Wealth Advisors
Nevada
$2.57M +$46.4K +680 +2%
HA
15
Herold Advisors
New York
$2.3M +$1.25M +18,285 +116%
PL
16
Plancorp LLC
Missouri
$1.97M
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$1.64M +$668K +9,797 +68%
Corient Private Wealth
18
Corient Private Wealth
Florida
$1.53M +$14.5K +213 +0.9%
WW
19
Waterfront Wealth
Kansas
$1.52M +$222K +3,257 +17%
CAM
20
Cresset Asset Management
Illinois
$1.14M
CPIG
21
Chicago Partners Investment Group
Illinois
$1M +$37.7K +553 +4%
AWM
22
AE Wealth Management
Kansas
$966K +$975K +14,298 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$909K +$80.5K +1,180 +10%
KAS
24
Kestra Advisory Services
Texas
$909K +$80.5K +1,180 +10%
DFS
25
Dixon Fnancial Services
California
$806K