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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 %
KSWWM
76
Keyes Stange & Wooten Wealth Management
Florida
$8.16M 129,796 -3,412 -3%
SWA
77
Stratos Wealth Advisors
Ohio
$8.13M 129,304 -2,773 -2%
AT
78
Arden Trust
Delaware
$7.8M 124,103 +172 +0.1%
FFG
79
Foundry Financial Group
New Hampshire
$7.72M 122,833 +86,847 +241%
CFO
80
Collective Family Office
Pennsylvania
$7.49M 119,140 +17,007 +17%
BPA
81
Beacon Pointe Advisors
California
$7.38M 117,426 +3,872 +3%
PP
82
PrairieView Partners
Minnesota
$7.12M 113,328 -834 -0.7%
PWM
83
Perigon Wealth Management
California
$6.96M 110,820 +5,697 +5%
GWM
84
Greenwich Wealth Management
Connecticut
$6.92M 110,107 +2,406 +2%
FDDB
85
Fidelity D&D Bancorp
Pennsylvania
$6.36M 101,160 +101,160 New
Creative Planning
86
Creative Planning
Kansas
$6.32M 100,591 +54,577 +119%
MML Investors Services
87
MML Investors Services
Massachusetts
$6.18M 98,377 +11,281 +13%
SCM
88
SOL Capital Management
Maryland
$6.09M 96,930 +5,327 +6%
CWP
89
Concord Wealth Partners
Virginia
$6.04M 96,190 +2,623 +3%
Corient Private Wealth
90
Corient Private Wealth
Florida
$5.87M 93,447 +69,584 +292%
FPAS
91
Focus Partners Advisor Solutions
Missouri
$5.81M 92,381 +10,607 +13%
CAMV
92
Concord Asset Management (Virginia)
Virginia
$5.58M 88,868 +227 +0.3%
FF
93
Financial Futures
New Jersey
$5.48M 87,221 +5,208 +6%
LFG
94
Larson Financial Group
Missouri
$5.41M 86,091 -2,420 -3%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$5.29M 84,124 +2,594 +3%
Pathstone Holdings
96
Pathstone Holdings
New Jersey
$5.25M 83,492 +3,485 +4%
CPA
97
Cardiff Park Advisors
California
$5.24M 83,341 +247 +0.3%
KFP
98
Keener Financial Planning
Texas
$5.09M 81,047 +81,047 New
PPWP
99
Premier Path Wealth Partners
New Jersey
$4.66M 74,226 +74,226 New
FFO
100
Fortitude Family Office
Arizona
$4.61M 73,424 +19,718 +37%