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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 %
EWA
201
Elevate Wealth Advisory
Georgia
$121K -$357K -5,551 -75%
TRCT
202
Tower Research Capital (TRC)
New York
$111K +$98.3K +1,530 +765%
Comerica Bank
203
Comerica Bank
Texas
$102K
NRG
204
Nemes Rush Group
Michigan
$71.9K +$66.5K +1,035 +1,232%
TLA
205
Tanglewood Legacy Advisors
Texas
$65.4K +$1.09K +17 +2%
GWS
206
Glassman Wealth Services
Virginia
$52.9K +$52.9K +823 New
PCMC
207
Private Capital Management (Colorado)
Colorado
$48.8K +$48.8K +759 New
AF
208
Allworth Financial
California
$48.2K +$48.2K +750 New
AA
209
Addison Advisors
Vermont
$47.2K
MG
210
Mather Group
Illinois
$43.4K +$43.4K +752 New
MFC
211
Morris Financial Concepts
South Carolina
$41.8K -$1.93K -30 -4%
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$38.7K +$38.7K +602 New
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$31.6K +$31.6K +491 New
SHIM
214
Stone House Investment Management
Pennsylvania
$24.7K +$24.7K +385 New
HFS
215
Hantz Financial Services
Michigan
$24K
FCG
216
Financial Connections Group
California
$24K +$24K +365 New
CIAS
217
Capital Investment Advisory Services
North Carolina
$21.5K +$21.5K +335 New
First Manhattan
218
First Manhattan
New York
$15.6K +$15.6K +242 New
EWA
219
EverSource Wealth Advisors
Alabama
$9.64K +$9.64K +158 New
Jones Financial Companies
220
Jones Financial Companies
Missouri
$5.91K +$5.91K +92 New
ME
221
McIlrath & Eck
Washington
$5.4K +$5.4K +84 New
SIC
222
Salem Investment Counselors
North Carolina
$2.31K +$2.31K +36 New
Qube Research & Technologies (QRT)
223
Qube Research & Technologies (QRT)
United Kingdom
$1.74K -$429K -6,673 -100%
AWM
224
AE Wealth Management
Kansas
-$1.04M -17,804 Closed
JDR
225
Jay D. Rosenbaum
-$912K -15,785 Closed