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Avantis US Large Cap Value ETF

223 hedge funds and large institutions have $2.6B invested in Avantis US Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 116 increasing their positions, 52 reducing their positions, and 8 closing their positions.

Holders
223
Holders Change
+35
Holders Change %
+18.62%
% of All Funds
3.23%
Holding in Top 10
43
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+19.44%
% of All Funds
0.62%
New
45
Increased
116
Reduced
52
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
26
Visionary Wealth Advisors
Illinois
$25.2M +$4.82M +75,036 +24%
AFGAS
27
Allegiance Financial Group Advisory Services
Virginia
$24M +$2.3M +35,783 +11%
FWM
28
Fortress Wealth Management
California
$20.4M +$893K +13,899 +5%
Morgan Stanley
29
Morgan Stanley
New York
$19.4M +$9.8M +152,440 +102%
SB
30
Strategic Blueprint
Georgia
$19.4M +$216K +3,362 +1%
WFA
31
Websterrogers Financial Advisors
South Carolina
$19.3M +$1.56M +24,329 +9%
ICMP
32
Integrated Capital Management (Pennsylvania)
Pennsylvania
$19.1M -$859K -13,367 -4%
GT
33
Glenview Trust
Kentucky
$18.8M +$3.07M +47,697 +19%
WCWM
34
Willow Creek Wealth Management
California
$17.3M +$2.21M +34,412 +15%
UBS Group
35
UBS Group
Switzerland
$17.1M +$622K +9,687 +4%
CPIG
36
Chicago Partners Investment Group
Illinois
$15.9M +$884K +14,222 +6%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$15.3M +$15.3M +238,374 +322,127%
AA
38
Aire Advisors
California
$15.3M -$108K -1,681 -0.7%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$14.2M +$4.15M +64,536 +41%
AFA
40
Arlington Financial Advisors
California
$14.1M +$14.1M +219,780 New
OA
41
Oceanside Advisors
South Carolina
$14.1M +$389K +6,046 +3%
Wells Fargo
42
Wells Fargo
California
$13.1M +$13.1M +203,772 +54,777%
SRB
43
Shotwell Rutter Baer
Michigan
$12.5M -$116K -1,826 -0.9%
WI
44
WJ Interests
Texas
$12.2M +$501K +7,797 +4%
HWMC
45
Heritage Wealth Management (California)
California
$12M +$323K +5,028 +3%
LEFP
46
Leading Edge Financial Planning
Tennessee
$12M +$1.9M +29,624 +19%
NRW
47
Nova R Wealth
Kansas
$10.7M +$800K +12,449 +8%
WCA
48
Waypoint Capital Advisors
Minnesota
$10.6M +$1.33M +20,727 +14%
SC
49
Savant Capital
Illinois
$10.4M -$114K -1,769 -1%
LAM
50
Lifestyle Asset Management
Texas
$10.3M +$10.3M +159,986 New