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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 %
MWM
51
Modern Wealth Management
Kansas
$10.2M +$2.03M +31,603 +25%
SWP
52
ShoreHaven Wealth Partners
New Jersey
$10.1M -$116K -1,804 -1%
WAS
53
WESPAC Advisors SoCal
California
$9.96M +$9.96M +154,947 New
SRC
54
Sage Rhino Capital
California
$9.94M -$229K -3,565 -2%
WWA
55
WCG Wealth Advisors
Nevada
$9.57M +$9.57M +148,906 New
PWA
56
PCG Wealth Advisors
Kansas
$9.47M +$7.03M +109,422 +288%
SXL
57
Summit X LLC
Missouri
$9.43M +$8.02M +124,750 +569%
NCM
58
Northland Capital Management
Minnesota
$9.17M +$42K +654 +0.5%
VWA
59
Valued Wealth Advisors
Utah
$8.79M +$812K +12,634 +10%
EWM
60
Echo Wealth Management
Minnesota
$8.74M +$83.7K +1,303 +1%
AWM
61
Austin Wealth Management
Texas
$8.65M +$855K +13,579 +11%
EWM
62
Executive Wealth Management
Michigan
$8.63M +$8.63M +134,546 New
PAG
63
Private Advisor Group
New Jersey
$8.61M +$6.64M +103,389 +338%
KSWWM
64
Keyes Stange & Wooten Wealth Management
Florida
$8.56M -$370K -5,756 -4%
MGW
65
MB Generational Wealth
Washington
$8.52M +$1.03M +16,030 +14%
SWA
66
Stratos Wealth Advisors
Ohio
$8.49M +$358K +5,570 +4%
RFG
67
REAP Financial Group
Texas
$8.27M +$2.9M +45,132 +54%
FWM
68
Fonville Wealth Management
Virginia
$8.01M +$982K +15,289 +14%
AT
69
Arden Trust
Delaware
$7.96M +$7.96M +123,931 New
FNBSF
70
First National Bank Sioux Falls
South Dakota
$7.76M +$1.37M +21,259 +21%
PP
71
PrairieView Partners
Minnesota
$7.34M +$521K +8,109 +8%
BPA
72
Beacon Pointe Advisors
California
$7.3M +$397K +6,178 +6%
AF
73
Apollon Financial
South Carolina
$6.95M +$2.7M +41,990 +64%
GWM
74
Greenwich Wealth Management
Connecticut
$6.92M +$458K +7,131 +7%
PWM
75
Perigon Wealth Management
California
$6.76M +$4.85M +75,443 +254%