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Avantis US Large Cap Value ETF

142 hedge funds and large institutions have $1.15B invested in Avantis US Large Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
142
Holders Change
+9
Holders Change %
+6.77%
% of All Funds
2.26%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.37%
New
19
Increased
83
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
101
Farther Finance Advisors
California
$626K +$136K +2,574 +28%
WPC
102
Wedmont Private Capital
Pennsylvania
$620K +$631 +12 +0.1%
BTI
103
Blue Trust Inc
Georgia
$566K -$11.4K -213 -2%
MWM
104
Meritas Wealth Management
California
$537K +$537K +10,190 New
RSWM
105
Robertson Stephens Wealth Management
California
$531K +$531K +10,073 New
AFAS
106
Acorn Financial Advisory Services
Virginia
$493K -$18.4K -349 -4%
ACP
107
Aveo Capital Partners
Colorado
$459K +$1.37K +26 +0.3%
DWM
108
Dopkins Wealth Management
New York
$458K +$39.7K +754 +9%
TI
109
Truepoint Inc
Ohio
$433K
JPMPWA
110
J.P. Morgan Private Wealth Advisors
California
$419K -$53.3K -1,012 -11%
SF
111
Synovus Financial
Georgia
$407K -$10.4K -197 -2%
TP
112
Tranquility Partners
Tennessee
$391K +$130K +2,471 +50%
Stifel Financial
113
Stifel Financial
Missouri
$375K +$375K +7,121 New
CAN
114
Cetera Advisor Networks
California
$365K +$23.5K +446 +7%
CFS
115
CRA Financial Services
New Jersey
$311K +$102K +1,935 +49%
SWA
116
Sax Wealth Advisors
New Jersey
$309K -$76.4K -1,450 -20%
TIA
117
Traphagen Investment Advisors
New Jersey
$303K +$303K +5,753 New
PWIA
118
Porter White Investment Advisors
Alabama
$288K
GCA
119
Gradient Capital Advisors
California
$284K -$14.6K -277 -5%
CPA
120
Capital Performance Advisors
California
$284K
CAC
121
Certified Advisory Corp
Florida
$262K
Envestnet Portfolio Solutions
122
Envestnet Portfolio Solutions
Illinois
$260K +$260K +4,929 New
GAM
123
GEM Asset Management
Michigan
$252K +$211 +4 +0.1%
SDWIA
124
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$244K
CPP
125
Capasso Planning Partners
South Carolina
$231K +$29K +550 +14%