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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 %
Qube Research & Technologies (QRT)
151
Qube Research & Technologies (QRT)
United Kingdom
$387K +$267K +4,631 +224%
BA
152
Bridge Advisory
California
$377K -$2.62M -45,433 -87%
Stifel Financial
153
Stifel Financial
Missouri
$367K -$44.8K -775 -11%
SWA
154
Sax Wealth Advisors
New Jersey
$338K
SFS
155
Summit Financial Strategies
Ohio
$338K +$338K +5,847 New
PWIA
156
Porter White Investment Advisors
Alabama
$316K
Mariner
157
Mariner
Kansas
$314K -$8.71M -150,743 -97%
GCA
158
Gradient Capital Advisors
California
$312K
CPA
159
Capital Performance Advisors
California
$311K
Envestnet Portfolio Solutions
160
Envestnet Portfolio Solutions
Illinois
$303K +$18K +312 +6%
QHA
161
Quarry Hill Advisors
Minnesota
$296K +$296K +5,117 New
CAC
162
Certified Advisory Corp
Florida
$288K
JCM
163
Jacobi Capital Management
Pennsylvania
$283K +$283K +4,905 New
SDWIA
164
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$283K +$15.2K +264 +6%
LBC
165
Lawrence B. Cohen
$258K +$258K +4,465 New
CPP
166
Capasso Planning Partners
South Carolina
$254K +$924 +16 +0.4%
CWA
167
Canvas Wealth Advisors
Kansas
$251K +$251K +4,393 New
AIP
168
Almanack Investment Partners
Pennsylvania
$235K +$235K +4,075 New
Osaic Holdings
169
Osaic Holdings
Arizona
$229K -$572K -9,902 -71%
AAM
170
Austin Asset Management
Texas
$229K +$229K +3,957 New
AWS
171
Atria Wealth Solutions
New York
$216K +$216K +3,744 New
RWM
172
Ruedi Wealth Management
Illinois
$207K
OIA
173
OneDigital Investment Advisors
Kansas
$201K +$201K +3,481 New
LFA
174
Level Financial Advisors
New York
$160K +$45.3K +784 +39%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$123K +$10.4K +181 +9%