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Avantis US Large Cap Value ETF

251 hedge funds and large institutions have $3.21B invested in Avantis US Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 138 increasing their positions, 46 reducing their positions, and 15 closing their positions.

Holders
251
Holders Change
+28
Holders Change %
+12.56%
% of All Funds
3.65%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.65%
New
46
Increased
138
Reduced
46
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$438M 6,970,454 +719,212 +12%
MWM
2
Merriman Wealth Management
Washington
$124M 1,970,038 +22,360 +1%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$122M 1,933,671 +587,704 +44%
PFA
4
Pure Financial Advisors
California
$108M 1,715,729 -27,787 -2%
Comerica Bank
5
Comerica Bank
Texas
$105M 1,673,480 +1,671,891 +105,217%
PCIA
6
Prime Capital Investment Advisors
Kansas
$105M 1,671,891 +1,671,891 New
American Century Companies
7
American Century Companies
Missouri
$85.2M 1,355,938 +167,559 +14%
AA
8
Alesco Advisors
New York
$84.8M 1,350,007 -5,492 -0.4%
LPL Financial
9
LPL Financial
California
$81.1M 1,290,730 +514,759 +66%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$68M 1,082,835 +11,397 +1%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$65.7M 1,045,358 +81,649 +8%
HIP
12
HUB Investment Partners
Texas
$62.2M 989,775 +56,794 +6%
CFS
13
Cannon Financial Strategists
Georgia
$60.2M 957,744 +27,257 +3%
AWM
14
Apollon Wealth Management
South Carolina
$59.5M 947,189 +65,266 +7%
BA
15
Bridgewater Advisors
New York
$58.2M 922,082 +21,962 +2%
BHWM
16
Beaird Harris Wealth Management
Texas
$57.9M 921,672 +156,983 +21%
FWP
17
Falcon Wealth Planning
California
$55.2M 878,216 +262,120 +43%
PAS
18
Park Avenue Securities
New York
$51.8M 823,795 -10,638 -1%
NPT
19
Nixon Peabody Trust
Massachusetts
$50.1M 797,745 +216,892 +37%
MFT
20
Moisand Fitzgerald Tamayo
Florida
$50.1M 797,302 +45,996 +6%
WA
21
Waverly Advisors
Alabama
$48.7M 775,101 +140,873 +22%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$47.7M 758,390 +38,477 +5%
Ameriprise
23
Ameriprise
Minnesota
$45.8M 727,863 +727,863 New
PLFA
24
Pacific Life Fund Advisors
California
$41.3M 657,751 +657,751 New
Morgan Stanley
25
Morgan Stanley
New York
$36.9M 587,200 +285,304 +95%