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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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
26
Bank of America
North Carolina
$36.2M 576,427 +179,720 +45%
FWP
27
FAS Wealth Partners
Kansas
$36M 572,254 +31,715 +6%
Financial Engines Advisors
28
Financial Engines Advisors
California
$31.4M 500,052 +500,052 New
OCG
29
Opus Capital Group
Ohio
$29M 461,177 +5,913 +1%
JIC
30
JRM Investment Counsel
Nebraska
$28.6M 454,425 +54,824 +14%
VWA
31
Visionary Wealth Advisors
Illinois
$26.4M 420,131 +27,276 +7%
AFGAS
32
Allegiance Financial Group Advisory Services
Virginia
$25.6M 407,239 +33,848 +9%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$23.1M 367,156 +128,708 +54%
Wells Fargo
34
Wells Fargo
California
$21.5M 342,344 +138,200 +68%
UBS Group
35
UBS Group
Switzerland
$20.7M 329,527 +63,636 +24%
FWM
36
Fortress Wealth Management
California
$20.2M 322,069 +5,225 +2%
GT
37
Glenview Trust
Kentucky
$20.2M 321,764 +29,049 +10%
SB
38
Strategic Blueprint
Georgia
$19.3M 306,738 +5,232 +2%
WFA
39
Websterrogers Financial Advisors
South Carolina
$19.1M 304,436 +3,680 +1%
WCWM
40
Willow Creek Wealth Management
California
$18.8M 298,687 +29,580 +11%
GSIS
41
Global Strategic Investment Solutions
Arizona
$18.7M 298,273 +298,273 New
ICMP
42
Integrated Capital Management (Pennsylvania)
Pennsylvania
$18.3M 291,321 -5,892 -2%
ME
43
McIlrath & Eck
Washington
$18.2M 288,923 +288,839 +343,856%
CPIG
44
Chicago Partners Investment Group
Illinois
$17.2M 268,651 +13,591 +5%
AA
45
Aire Advisors
California
$15.3M 243,014 +4,869 +2%
OA
46
Oceanside Advisors
South Carolina
$14.1M 224,164 +5,273 +2%
AFA
47
Arlington Financial Advisors
California
$14M 223,490 +3,710 +2%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$13.8M 219,768 -983 -0.4%
LEFP
49
Leading Edge Financial Planning
Tennessee
$12.8M 203,730 +17,374 +9%
WI
50
WJ Interests
Texas
$12.7M 202,086 +12,806 +7%