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Avantis US Large Cap Value ETF

188 hedge funds and large institutions have $1.66B invested in Avantis US Large Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 87 increasing their positions, 35 reducing their positions, and 5 closing their positions.

Holders
188
Holders Change
+46
Holders Change %
+32.39%
% of All Funds
2.76%
Holding in Top 10
36
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+56.52%
% of All Funds
0.53%
New
53
Increased
87
Reduced
35
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MWM
1
Merriman Wealth Management
Washington
$108M 1,872,818 -91,687 -5%
PFA
2
Pure Financial Advisors
California
$105M 1,809,680 -11,802 -0.6%
AA
3
Alesco Advisors
New York
$63.5M 1,099,918 +1,099,918 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$62.6M 1,083,908 +26,260 +2%
American Century Companies
5
American Century Companies
Missouri
$58.3M 1,010,091 +196,346 +24%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$53.4M 923,752 +93,854 +11%
CA
7
Cetera Advisors
Colorado
$52.7M 912,075 +203,628 +29%
HIP
8
HUB Investment Partners
Texas
$51.9M 899,350 +33,033 +4%
BA
9
Bridgewater Advisors
New York
$51.6M 893,230 +36,371 +4%
CFS
10
Cannon Financial Strategists
Georgia
$50.4M 872,264 +160,623 +23%
PAS
11
Park Avenue Securities
New York
$50.2M 868,878 -26,495 -3%
BHWM
12
Beaird Harris Wealth Management
Texas
$42M 727,850 +34,414 +5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$39M 675,018 +155,814 +30%
LPL Financial
14
LPL Financial
California
$37.9M 656,652 +238,305 +57%
MFT
15
Moisand Fitzgerald Tamayo
Florida
$32.8M 568,231 +382,785 +206%
AWM
16
Apollon Wealth Management
South Carolina
$31.6M 546,981 +159,107 +41%
NPT
17
Nixon Peabody Trust
Massachusetts
$30.6M 529,187 +529,187 New
WA
18
Waverly Advisors
Alabama
$28.5M 493,053 +104,271 +27%
FWP
19
FAS Wealth Partners
Kansas
$27M 466,808 +25,177 +6%
OCG
20
Opus Capital Group
Ohio
$25.4M 440,167 +10,567 +2%
JIC
21
JRM Investment Counsel
Nebraska
$22.8M 395,331 -65,150 -14%
AFGAS
22
Allegiance Financial Group Advisory Services
Virginia
$19.5M 337,608 +45,936 +16%
VWA
23
Visionary Wealth Advisors
Illinois
$18.4M 317,819 +279,085 +721%
ICMP
24
Integrated Capital Management (Pennsylvania)
Pennsylvania
$17.9M 310,580 -10,599 -3%
FWM
25
Fortress Wealth Management
California
$17.5M 302,945 +101,946 +51%