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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 %
CFO
76
Collective Family Office
Pennsylvania
$6.56M +$1.02M +15,928 +18%
CWP
77
Concord Wealth Partners
Virginia
$6.01M -$2.23M -34,668 -27%
SCM
78
SOL Capital Management
Maryland
$5.89M +$419K +6,527 +8%
CAMV
79
Concord Asset Management (Virginia)
Virginia
$5.7M -$2.07M -32,196 -27%
LFG
80
Larson Financial Group
Missouri
$5.69M -$159K -2,469 -3%
MML Investors Services
81
MML Investors Services
Massachusetts
$5.6M +$438K +6,820 +8%
CPA
82
Cardiff Park Advisors
California
$5.34M +$13.2K +206 +0.2%
FF
83
Financial Futures
New Jersey
$5.27M -$1.3M -20,197 -20%
FPAS
84
Focus Partners Advisor Solutions
Missouri
$5.25M +$2.91M +45,360 +125%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$5.24M +$1.12M +17,502 +27%
Pathstone Holdings
86
Pathstone Holdings
New Jersey
$5.14M -$462K -7,191 -8%
AFP
87
Ausdal Financial Partners
Iowa
$5.07M +$52.1K +811 +1%
BSW
88
Buckingham Strategic Wealth
Missouri
$4.59M +$137K +2,138 +3%
TWP
89
Total Wealth Planning
Ohio
$4.22M -$494K -7,684 -10%
CTWM
90
Cherry Tree Wealth Management
Minnesota
$4.22M +$177K +2,758 +4%
Stifel Financial
91
Stifel Financial
Missouri
$4.06M +$3.65M +56,779 +895%
MRWM
92
ML&R Wealth Management
Texas
$3.93M -$928K -14,447 -19%
Renaissance Technologies
93
Renaissance Technologies
New York
$3.88M +$2.98M +46,400 +331%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$3.65M +$586K +9,128 +19%
FFO
95
Fortitude Family Office
Arizona
$3.45M +$1.29M +20,124 +60%
MWM
96
Meritas Wealth Management
California
$3.45M +$1.31M +20,441 +62%
PAG
97
Paladin Advisory Group
Iowa
$3.39M +$166K +2,590 +5%
SSW
98
Stone Summit Wealth
Florida
$3.36M +$662K +10,306 +25%
PFG
99
Prosperity Financial Group
California
$2.96M +$1.41M +21,905 +91%
Creative Planning
100
Creative Planning
Kansas
$2.96M +$117K +1,827 +4%