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Avantis US Large Cap Value ETF

56 hedge funds and large institutions have $330M invested in Avantis US Large Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 4 reducing their positions, and 10 closing their positions.

Holders
56
Holders Change
+4
Holders Change %
+7.69%
% of All Funds
0.97%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
14
Increased
38
Reduced
4
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PFA
1
Pure Financial Advisors
California
$83.2M 1,873,790 +75,005 +4%
MWM
2
Merriman Wealth Management
Washington
$73.5M 1,654,559 +78,162 +5%
BA
3
Bridgewater Advisors
New York
$36.4M 818,532 +11,752 +1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$17.4M 392,662 +392,662 New
BWP
5
BSW Wealth Partners
Colorado
$16.9M 381,134 +25,111 +7%
SB
6
Strategic Blueprint
Georgia
$11.3M 255,053 +26,747 +12%
JIC
7
JRM Investment Counsel
Nebraska
$10.6M 238,772 +238,772 New
CPIG
8
Chicago Partners Investment Group
Illinois
$7.8M 153,638 +69,684 +83%
FWM
9
Fortress Wealth Management
California
$7.65M 172,273 +33,052 +24%
BHWM
10
Beaird Harris Wealth Management
Texas
$6.19M 139,425 +107,073 +331%
LPL Financial
11
LPL Financial
California
$4.48M 100,811 +25,949 +35%
NRW
12
Nova R Wealth
Kansas
$4.25M 95,602 +49,461 +107%
FPAS
13
Focus Partners Advisor Solutions
Missouri
$4.03M 90,631 +59,534 +191%
CPA
14
Cardiff Park Advisors
California
$3.62M 81,456 +9,291 +13%
WCWM
15
Willow Creek Wealth Management
California
$3.37M 75,865 +50,105 +195%
PP
16
PrairieView Partners
Minnesota
$3.3M 74,326 +16,820 +29%
WCA
17
Waypoint Capital Advisors
Minnesota
$2.62M 58,942 +24,452 +71%
MFT
18
Moisand Fitzgerald Tamayo
Florida
$2.16M 48,570 +29,975 +161%
SCM
19
SOL Capital Management
Maryland
$2.02M 45,573 +5,875 +15%
BA
20
Bridge Advisory
California
$2M 45,021 +45,021 New
GWM
21
Greenwich Wealth Management
Connecticut
$1.94M 43,583 +35,964 +472%
MRWM
22
ML&R Wealth Management
Texas
$1.86M 41,969 +10,554 +34%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$1.84M 41,520 +25,307 +156%
TWP
24
Total Wealth Planning
Ohio
$1.69M 38,056 +29,067 +323%
ASN
25
Advisory Services Network
Georgia
$1.57M 35,351 +5,696 +19%