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Avantis US Large Cap Value ETF

105 hedge funds and large institutions have $626M invested in Avantis US Large Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
105
Holders Change
+18
Holders Change %
+20.69%
% of All Funds
1.68%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
24
Increased
59
Reduced
14
Closed
5
Calls
$1.26M
Puts
$1.02M
Net Calls
+$238K
Net Calls Change
+$238K
Name Market Value Shares Shares
Change
Shares
Change %
PFA
1
Pure Financial Advisors
California
$93.4M 1,827,806 -11,821 -0.6%
MWM
2
Merriman Wealth Management
Washington
$92.8M 1,816,074 -98,706 -5%
BA
3
Bridgewater Advisors
New York
$44.4M 869,126 +9,245 +1%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$24M 469,747 +56,843 +14%
BHWM
5
Beaird Harris Wealth Management
Texas
$24M 468,765 +51,771 +12%
American Century Companies
6
American Century Companies
Missouri
$22.1M 432,031 +188,435 +77%
FWP
7
FAS Wealth Partners
Kansas
$21.5M 421,021 +172,540 +69%
JIC
8
JRM Investment Counsel
Nebraska
$17.5M 342,631 +38,310 +13%
OCG
9
Opus Capital Group
Ohio
$16.6M 324,954 +61,854 +24%
SB
10
Strategic Blueprint
Georgia
$15.4M 302,250 +9,078 +3%
WFA
11
Websterrogers Financial Advisors
South Carolina
$13.7M 267,585 +23,743 +10%
FWM
12
Fortress Wealth Management
California
$11.9M 232,388 +38,334 +20%
LPL Financial
13
LPL Financial
California
$11.8M 230,650 +60,306 +35%
CPIG
14
Chicago Partners Investment Group
Illinois
$11M 214,231 +19,274 +10%
AFGAS
15
Allegiance Financial Group Advisory Services
Virginia
$9.89M 193,422 +53,087 +38%
AA
16
Aire Advisors
California
$9.62M 183,162 +183,162 New
FPAS
17
Focus Partners Advisor Solutions
Missouri
$9.42M 184,222 +25,908 +16%
WI
18
WJ Interests
Texas
$8.2M 159,104 +9,095 +6%
SRC
19
Sage Rhino Capital
California
$8.12M 158,954 +2,992 +2%
Mariner
20
Mariner
Kansas
$8.06M 157,758 +157,758 New
NRW
21
Nova R Wealth
Kansas
$7.1M 138,827 +11,744 +9%
WCWM
22
Willow Creek Wealth Management
California
$6.61M 129,293 +30,188 +30%
MFT
23
Moisand Fitzgerald Tamayo
Florida
$6.6M 129,073 +37,925 +42%
SWA
24
Stratos Wealth Advisors
Ohio
$6.22M 121,607 +110,152 +962%
CWP
25
Concord Wealth Partners
Virginia
$6.1M 119,383 +18,672 +19%