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Avantis US Large Cap Value ETF

188 hedge funds and large institutions have $1.66B invested in Avantis US Large Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 87 increasing their positions, 35 reducing their positions, and 5 closing their positions.

Holders
188
Holders Change
+46
Holders Change %
+32.39%
% of All Funds
2.76%
Holding in Top 10
36
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+56.52%
% of All Funds
0.53%
New
53
Increased
87
Reduced
35
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SB
26
Strategic Blueprint
Georgia
$17.2M +$316K +5,465 +2%
FWP
27
Falcon Wealth Planning
California
$16.1M +$16.1M +278,849 New
WFA
28
Websterrogers Financial Advisors
South Carolina
$16M -$2.47M -42,714 -13%
Bank of America
29
Bank of America
North Carolina
$15.4M +$7.04M +121,949 +85%
UBS Group
30
UBS Group
Switzerland
$14.8M +$4.02M +69,584 +37%
GT
31
Glenview Trust
Kentucky
$14.2M +$4.72M +81,670 +50%
CPIG
32
Chicago Partners Investment Group
Illinois
$13.9M +$372K +6,444 +3%
AA
33
Aire Advisors
California
$13.9M +$197K +3,410 +1%
WCWM
34
Willow Creek Wealth Management
California
$13.6M +$4.69M +81,278 +53%
OA
35
Oceanside Advisors
South Carolina
$12.3M +$12.3M +212,845 New
SRB
36
Shotwell Rutter Baer
Michigan
$11.3M +$11.3M +197,179 New
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$10.7M -$2.02M -35,053 -16%
HWMC
38
Heritage Wealth Management (California)
California
$10.5M +$10.5M +182,081 New
WI
39
WJ Interests
Texas
$10.5M +$1.38M +23,937 +15%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$10.1M -$687K -11,893 -6%
SC
41
Savant Capital
Illinois
$9.45M +$3.72M +64,466 +65%
SWP
42
ShoreHaven Wealth Partners
New Jersey
$9.22M -$3.09M -53,486 -25%
SRC
43
Sage Rhino Capital
California
$9.14M -$165K -2,865 -2%
LEFP
44
Leading Edge Financial Planning
Tennessee
$9.05M +$6.86M +118,831 +314%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$9.02M +$9.02M +156,215 New
NRW
46
Nova R Wealth
Kansas
$8.93M -$197K -3,417 -2%
BDWCC
47
B&D White Capital Company
Texas
$8.84M +$8.84M +153,079 New
Morgan Stanley
48
Morgan Stanley
New York
$8.63M +$7.71M +133,411 +831%
WCA
49
Waypoint Capital Advisors
Minnesota
$8.35M -$493K -8,538 -6%
NCM
50
Northland Capital Management
Minnesota
$8.2M +$101K +1,750 +1%