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Avantis US Large Cap Value ETF

251 hedge funds and large institutions have $3.21B invested in Avantis US Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 138 increasing their positions, 46 reducing their positions, and 15 closing their positions.

Holders
251
Holders Change
+28
Holders Change %
+12.56%
% of All Funds
3.65%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.65%
New
46
Increased
138
Reduced
46
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$115K -$18.5K -293 -14%
ATC
227
Advantage Trust Company
Kansas
$96.5K +$96.5K +1,535 New
Royal Bank of Canada
228
Royal Bank of Canada
Ontario, Canada
$94K -$664K -10,601 -88%
GRP
229
Global Retirement Partners
California
$93.5K +$93.5K +1,488 New
TLA
230
Tanglewood Legacy Advisors
Texas
$63.9K
ACM
231
Anfield Capital Management
California
$62.5K +$62.5K +994 New
GWS
232
Glassman Wealth Services
Virginia
$51.7K
Russell Investments Group
233
Russell Investments Group
United Kingdom
$50.9K +$50.9K +810 New
AF
234
Allworth Financial
California
$48K
AA
235
Addison Advisors
Vermont
$46.2K
MG
236
Mather Group
Illinois
$42.2K -$6.17K -96 -13%
MFC
237
Morris Financial Concepts
South Carolina
$39K -$1.89K -30 -5%
CCMI
238
Creative Capital Management Investments
California
$29.5K +$29.5K +470 New
IA
239
IFP Advisors
Florida
$24.3K +$24.3K +386 New
HFS
240
Hantz Financial Services
Michigan
$23K
FCG
241
Financial Connections Group
California
$22K
OSAM
242
O'Shaughnessy Asset Management
Connecticut
$19K -$18.8K -299 -50%
EWA
243
Elevate Wealth Advisory
Georgia
$18.7K -$99.9K -1,589 -84%
GWM
244
Geneos Wealth Management
Colorado
$15.3K +$15.3K +244 New
PIS
245
POM Investment Strategies
North Carolina
$14.6K +$14.6K +232 New
EWA
246
EverSource Wealth Advisors
Alabama
$10.2K +$64 +1 +0.6%
AP
247
Aspect Partners
Virginia
$7.13K +$7.13K +113 New
JFG
248
JDM Financial Group
Texas
$4.96K +$4.96K +79 New
SIC
249
Salem Investment Counselors
North Carolina
$2.26K
KFS
250
Kelly Financial Services
Massachusetts
$503 +$503 +8 New