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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 %
TWP
76
Total Wealth Planning
Ohio
$4.24M -$152K -2,623 -3%
Corient Private Wealth
77
Corient Private Wealth
Florida
$4.06M +$257K +4,446 +7%
BSW
78
Buckingham Strategic Wealth
Missouri
$4M +$536K +9,286 +15%
AF
79
Apollon Financial
South Carolina
$3.82M +$3.82M +66,114 New
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$3.7M +$93.6K +1,620 +3%
CTWM
81
Cherry Tree Wealth Management
Minnesota
$3.63M +$3.58M +61,913 +6,636%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$3.2M +$3.2M +55,387 New
PAG
83
Paladin Advisory Group
Iowa
$2.9M +$2.9M +50,269 New
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$2.75M -$13.2K -229 -0.5%
Creative Planning
85
Creative Planning
Kansas
$2.55M -$11.8K -205 -0.5%
SSW
86
Stone Summit Wealth
Florida
$2.43M +$754K +13,060 +45%
VAG
87
Vannoy Advisory Group
Texas
$2.39M +$2.39M +41,464 New
BAM
88
Bayshore Asset Management
Florida
$2.28M +$76.1K +1,318 +3%
PWA
89
PCG Wealth Advisors
Kansas
$2.19M +$1.08M +18,678 +97%
FPAS
90
Focus Partners Advisor Solutions
Missouri
$2.1M +$1.07M +18,481 +103%
CC
91
Callan Capital
California
$2.09M +$2.09M +36,225 New
WFA
92
WMG Financial Advisors
Tennessee
$2.07M +$17.1K +296 +0.8%
TIA
93
Traphagen Investment Advisors
New Jersey
$2.06M +$1.73M +29,927 +520%
FFO
94
Fortitude Family Office
Arizona
$1.94M +$1.94M +33,582 New
MWM
95
Meritas Wealth Management
California
$1.92M +$1.33M +23,036 +226%
CPL
96
CAP Partners LLC
Tennessee
$1.9M +$1.9M +32,960 New
MCM
97
Mattern Capital Management
Colorado
$1.87M -$866 -15 -0%
PL
98
Plancorp LLC
Missouri
$1.87M
CPWM
99
Cypress Point Wealth Management
Texas
$1.79M +$116 +2 +0%
PAG
100
Private Advisor Group
New Jersey
$1.77M +$1.77M +30,603 New