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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 Holding Trade Value Shares
Change
Shares
Change %
SWP
151
Summit Wealth Partners
Florida
$1.24M +$794K +12,630 +179%
FFA
152
Farther Finance Advisors
California
$1.23M +$268K +4,271 +28%
WPC
153
Wedmont Private Capital
Pennsylvania
$1.22M +$460K +7,174 +61%
AWM
154
Axxcess Wealth Management
California
$1.21M +$276K +4,391 +29%
NFG
155
Nations Financial Group
Iowa
$1.21M +$1.21M +19,241 New
AAS
156
Avantax Advisory Services
Texas
$1.18M -$176K -2,797 -13%
DWM
157
Dopkins Wealth Management
New York
$1.18M +$117K +1,859 +11%
CFS
158
CRA Financial Services
New Jersey
$1.15M +$287K +4,572 +33%
DFS
159
Dixon Fnancial Services
California
$1.13M
BDWCC
160
B&D White Capital Company
Texas
$1.1M +$46.6K +741 +4%
Jones Financial Companies
161
Jones Financial Companies
Missouri
$1.08M +$1.08M +17,115 +18,603%
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$1.08M -$60.3K -960 -5%
OCM
163
Orion Capital Management
California
$1.01M +$15.8K +252 +2%
CFP
164
Cascade Financial Partners
California
$974K +$126K +2,000 +15%
BAG
165
Bridgewealth Advisory Group
California
$967K +$269K +4,283 +39%
LFGO
166
Legacy Financial Group (Oklahoma)
Oklahoma
$962K +$115K +1,830 +14%
MCM
167
Mattern Capital Management
Colorado
$931K -$55.6K -884 -6%
TA
168
TFB Advisors
Kansas
$916K -$8.55K -136 -0.9%
EWP
169
Elevation Wealth Partners
California
$896K -$40.8K -649 -4%
VF
170
Vawter Financial
Ohio
$860K +$656K +10,440 +322%
WA
171
Wealth Architects
California
$834K
OPS
172
Orion Portfolio Solutions
Nebraska
$817K -$243K -3,867 -23%
BCI
173
Brinker Capital Investments
Pennsylvania
$817K -$243K -3,867 -23%
DAS
174
Dynamic Advisor Solutions
Arizona
$815K +$815K +12,968 New
PP
175
Prosperity Planning
Missouri
$753K +$753K +11,983 New