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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.

New
Increased
Maintained
Reduced
Closed
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 %
TP
151
Tranquility Partners
Tennessee
$736K +$84.9K +1,321 +13%
BAG
152
Bridgewealth Advisory Group
California
$714K +$714K +11,112 New
TIA
153
Traphagen Investment Advisors
New Jersey
$678K -$1.61M -25,123 -70%
AFAS
154
Acorn Financial Advisory Services
Virginia
$647K +$16.4K +255 +3%
RJA
155
Raymond James & Associates
Florida
$626K +$626K +9,749 New
SFC
156
Sprinkle Financial Consultants
Colorado
$557K +$1.93K +30 +0.3%
BTI
157
Blue Trust Inc
Georgia
$552K -$10.5K -164 -2%
TI
158
Truepoint Inc
Ohio
$528K
ACP
159
Aveo Capital Partners
Colorado
$519K +$1.73K +28 +0.3%
SWM
160
SFG Wealth Management
Maryland
$471K +$471K +7,324 New
Osaic Holdings
161
Osaic Holdings
Arizona
$458K +$203K +3,153 +79%
GAM
162
GEM Asset Management
Michigan
$455K -$1.4K -23 -0.3%
SWP
163
Summit Wealth Partners
Florida
$453K +$453K +7,053 New
IWM
164
IHT Wealth Management
Illinois
$448K -$1.35K -21 -0.3%
Bank of New York Mellon
165
Bank of New York Mellon
New York
$417K +$417K +6,495 New
Mariner
166
Mariner
Kansas
$412K +$63K +980 +18%
KAS
167
Kestra Advisory Services
Texas
$408K +$408K +6,351 New
LI
168
LRI Investments
Florida
$365K +$365K +5,687 New
PWIA
169
Porter White Investment Advisors
Alabama
$351K
BA
170
Bridge Advisory
California
$347K -$72.7K -1,132 -17%
DI
171
Disciplined Investments
Oklahoma
$339K +$339K +5,276 New
NCFG
172
New Century Financial Group
New Jersey
$338K +$338K +5,261 New
Envestnet Portfolio Solutions
173
Envestnet Portfolio Solutions
Illinois
$334K -$2.89K -45 -0.9%
QHA
174
Quarry Hill Advisors
Minnesota
$329K
CPP
175
Capasso Planning Partners
South Carolina
$328K +$44.7K +696 +16%