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Avantis US Large Cap Value ETF

277 hedge funds and large institutions have $3.81B invested in Avantis US Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 157 increasing their positions, 52 reducing their positions, and 17 closing their positions.

Holders
277
Holders Change
+26
Holders Change %
+10.36%
% of All Funds
4.01%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.72%
New
46
Increased
157
Reduced
52
Closed
17
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Market Value Shares Shares
Change
Shares
Change %
KFP
76
Keener Financial Planning
Texas
$9.61M 145,963 +64,916 +80%
AF
77
Apollon Financial
South Carolina
$9.41M 143,004 +2,421 +2%
PWM
78
Perigon Wealth Management
California
$9.35M 142,009 +31,189 +28%
SWP
79
ShoreHaven Wealth Partners
New Jersey
$9.1M 138,264 +3,860 +3%
CFO
80
Collective Family Office
Pennsylvania
$9.06M 137,660 +18,520 +16%
VWA
81
Valued Wealth Advisors
Utah
$9.02M 137,041 -2,365 -2%
MGW
82
MB Generational Wealth
Washington
$8.87M 134,747 +630 +0.5%
KSWWM
83
Keyes Stange & Wooten Wealth Management
Florida
$8.7M 132,137 +2,341 +2%
SWA
84
Stratos Wealth Advisors
Ohio
$8.37M 127,187 -2,117 -2%
BPA
85
Beacon Pointe Advisors
California
$7.85M 119,180 +1,754 +1%
WCA
86
Waypoint Capital Advisors
Minnesota
$7.8M 118,498 -37,909 -24%
FDDB
87
Fidelity D&D Bancorp
Pennsylvania
$7.58M 115,176 +14,016 +14%
GWM
88
Greenwich Wealth Management
Connecticut
$7.47M 113,470 +3,363 +3%
FFG
89
Foundry Financial Group
New Hampshire
$7.3M 110,921 -11,912 -10%
FPAS
90
Focus Partners Advisor Solutions
Missouri
$7.18M 109,058 +16,677 +18%
SCM
91
SOL Capital Management
Maryland
$7.03M 106,854 +9,924 +10%
FF
92
Financial Futures
New Jersey
$6.86M 104,216 +16,995 +19%
Creative Planning
93
Creative Planning
Kansas
$6.42M 97,540 -3,051 -3%
Pathstone Holdings
94
Pathstone Holdings
New Jersey
$6.36M 96,604 +13,112 +16%
KFP
95
KMG Fiduciary Partners
Ohio
$6.28M 95,379 +75,264 +374%
AHC
96
Anderson Hoagland & Co
Missouri
$6.26M 94,416 +94,416 New
YWM
97
Yardley Wealth Management
Pennsylvania
$6.18M 93,892 +93,892 New
Corient Private Wealth
98
Corient Private Wealth
Florida
$6.17M 93,774 +327 +0.3%
MWM
99
Meritas Wealth Management
California
$6.16M 93,636 +32,592 +53%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$6M 91,218 +7,094 +8%