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Avantis US Large Cap Value ETF

356 hedge funds and large institutions have $5.08B invested in Avantis US Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 211 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
63
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
301
Moneta Group Investment Advisors
Missouri
$227K
WAS
302
WESPAC Advisors SoCal
California
$218K
OC
303
Oppenheimer & Co
New York
$207K
ACC
304
Acorn Creek Capital
Colorado
$206K
OPS
305
Orion Portfolio Solutions
Nebraska
$203K
BCI
306
Brinker Capital Investments
Pennsylvania
$203K
EAM
307
Evanson Asset Management
California
$203K
BlackRock
308
BlackRock
New York
$187K
EWA
309
EP Wealth Advisors
California
$184K
PS
310
Principal Securities
Iowa
$149K
PWAM
311
Private Wealth Asset Management
Iowa
$140K
Bank of Montreal
312
Bank of Montreal
Ontario, Canada
$128K
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$127K
AP
314
Atwood & Palmer
Missouri
$125K
AC
315
AlphaCore Capital
California
$123K
GWM
316
Geneos Wealth Management
Colorado
$121K
PFBT
317
Parkside Financial Bank & Trust
Missouri
$121K
RWM
318
Ruedi Wealth Management
Illinois
$118K
KWM
319
Kiker Wealth Management
Georgia
$107K
OSAM
320
O'Shaughnessy Asset Management
Connecticut
$98.6K
SFG
321
Stonebridge Financial Group
Pennsylvania
$96.3K
US Bancorp
322
US Bancorp
Minnesota
$77.7K
AF
323
Atala Financial
California
$71.5K
PSFG
324
Park Square Financial Group
Georgia
$70.3K
IA
325
IFP Advisors
Florida
$69.9K