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Avantis US Large Cap Value ETF

52 hedge funds and large institutions have $268M invested in Avantis US Large Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 20 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 2

575% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 4

500% more funds holding in top 10

Funds holding in top 10: 16 (+5)

105% more capital invested

Capital invested by funds: $131M → $268M (+$138M)

79% more funds holding

Funds holding: 2952 (+23)

4.75% more ownership

Funds ownership: 66.77%71.52% (+4.8%)

Holders
52
Holders Change
+23
Holders Change %
+79.31%
% of All Funds
0.88%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.1%
New
27
Increased
20
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1
Pure Financial Advisors
California
$82.9M +$2.39M +46,956 +3%
MWM
2
Merriman Wealth Management
Washington
$72.7M +$79.6M +1,562,643 +11,361%
BA
3
Bridgewater Advisors
New York
$37.2M +$41.1M +806,780 New
BWP
4
BSW Wealth Partners
Colorado
$16.4M +$18.1M +356,023 New
SB
5
Strategic Blueprint
Georgia
$10.5M +$2.27M +44,623 +24%
FWM
6
Fortress Wealth Management
California
$6.42M +$6.75M +132,493 +1,969%
CPIG
7
Chicago Partners Investment Group
Illinois
$4.18M +$2.34M +45,972 +121%
LPL Financial
8
LPL Financial
California
$3.45M +$3.81M +74,862 New
CPA
9
Cardiff Park Advisors
California
$3.33M +$1.36M +26,652 +59%
PP
10
PrairieView Partners
Minnesota
$2.65M +$1.98M +38,861 +208%
NRW
11
Nova R Wealth
Kansas
$2.13M +$2.35M +46,141 New
SCM
12
SOL Capital Management
Maryland
$1.83M +$538K +10,570 +36%
WCA
13
Waypoint Capital Advisors
Minnesota
$1.59M +$1.76M +34,490 New
BHWM
14
Beaird Harris Wealth Management
Texas
$1.49M +$1.54M +30,171 +1,383%
MRWM
15
ML&R Wealth Management
Texas
$1.45M +$1.34M +26,404 +527%
PL
16
Plancorp LLC
Missouri
$1.44M
FPAS
17
Focus Partners Advisor Solutions
Missouri
$1.43M +$1.58M +31,097 New
MWM
18
Mattern Wealth Management
Kansas
$1.39M +$76.4K +1,500 +5%
ASN
19
Advisory Services Network
Georgia
$1.37M +$1.51M +29,655 New
WCWM
20
Willow Creek Wealth Management
California
$1.19M +$1.31M +25,760 New
BAM
21
Bayshore Asset Management
Florida
$1.16M +$1.28M +25,103 New
SHFA
22
SC&H Financial Advisors
Maryland
$906K +$1M +19,655 New
MFT
23
Moisand Fitzgerald Tamayo
Florida
$857K +$844K +16,575 +821%
UWM
24
USAdvisors Wealth Management
Minnesota
$775K +$489K +9,605 +133%
CL
25
CPWM LLC
Washington
$756K +$122K +2,387 +17%