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Avantis US Large Cap Value ETF

105 hedge funds and large institutions have $626M invested in Avantis US Large Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
105
Holders Change
+18
Holders Change %
+20.69%
% of All Funds
1.68%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
24
Increased
59
Reduced
14
Closed
5
Calls
$1.26M
Puts
$1.02M
Net Calls
+$238K
Net Calls Change
+$238K
Name Market Value Shares Shares
Change
Shares
Change %
PL
51
Plancorp LLC
Missouri
$1.65M 32,359
WFA
52
WMG Financial Advisors
Tennessee
$1.63M 27,081 +27,081 New
Osaic Holdings
53
Osaic Holdings
Arizona
$1.6M 31,393 +27,610 +730%
AFG
54
Altiora Financial Group
Ohio
$1.59M 31,203 -14,115 -31%
SC
55
Savant Capital
Illinois
$1.5M 29,271 +29,271 New
Bank of America
56
Bank of America
North Carolina
$1.49M 29,238 +29,238 New
MWM
57
Mattern Wealth Management
Kansas
$1.42M 27,700 -1,500 -5%
GA
58
Greenspring Advisors
Maryland
$1.36M 26,698 +1,925 +8%
WA
59
Wealth Architects
California
$1.33M 26,100
SFM
60
Signet Financial Management
New Jersey
$1.29M 25,252 +25,252 New
SHFA
61
SC&H Financial Advisors
Maryland
$1.18M 23,021 +131 +0.6%
BPA
62
Beacon Pointe Advisors
California
$1.17M 22,937 +22,937 New
NWM
63
Northwest Wealth Management
Iowa
$1.17M 22,833 +3,184 +16%
EH
64
Equitable Holdings
New York
$1.14M 22,233 -190 -0.8%
UWM
65
USAdvisors Wealth Management
Minnesota
$975K 19,082 +321 +2%
TIM
66
Tortoise Investment Management
New York
$860K 16,825 +4,140 +33%
UBS Group
67
UBS Group
Switzerland
$857K 16,761 +4,694 +39%
BCI
68
Brinker Capital Investments
Pennsylvania
$807K 15,792 +15,792 New
OPS
69
Orion Portfolio Solutions
Nebraska
$807K 15,792 +15,792 New
EWP
70
Elevation Wealth Partners
California
$799K 15,637 +15,637 New
Jane Street
71
Jane Street
New York
$792K 15,490 -32,597 -68%
WRPWM
72
Werba Rubin Papier Wealth Management
California
$753K 14,735 +397 +3%
CPWM
73
Cypress Point Wealth Management
Texas
$734K 14,361 +5,540 +63%
THL
74
Tillman Hartley LLC
Colorado
$715K 13,985 +93 +0.7%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$695K 13,606 -2 -0%