IFP Advisors Inc Grows Position in Oakmark U.S. Large Cap ETF $OAKM

IFP Advisors Inc lifted its position in shares of Oakmark U.S. Large Cap ETF (NYSEARCA:OAKM) by 44.8% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 78,550 shares of the company’s stock after purchasing an additional 24,311 shares during the quarter. IFP Advisors Inc owned about 0.28% of Oakmark U.S. Large Cap ETF worth $2,104,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Valeo Financial Advisors LLC purchased a new position in Oakmark U.S. Large Cap ETF during the third quarter valued at $888,000. Cheviot Value Management LLC grew its position in shares of Oakmark U.S. Large Cap ETF by 566.0% in the 2nd quarter. Cheviot Value Management LLC now owns 49,385 shares of the company’s stock worth $1,258,000 after buying an additional 41,970 shares during the period. Finally, Western Pacific Wealth Management LP grew its position in shares of Oakmark U.S. Large Cap ETF by 10.0% in the 3rd quarter. Western Pacific Wealth Management LP now owns 152,478 shares of the company’s stock worth $4,083,000 after buying an additional 13,812 shares during the period.

Oakmark U.S. Large Cap ETF Price Performance

Shares of Oakmark U.S. Large Cap ETF stock opened at $27.03 on Friday. The company has a 50-day moving average of $28.22 and a 200 day moving average of $27.56. Oakmark U.S. Large Cap ETF has a 1 year low of $21.00 and a 1 year high of $29.22. The firm has a market cap of $1.03 billion, a price-to-earnings ratio of 16.37 and a beta of 1.20.

Oakmark U.S. Large Cap ETF Company Profile

The Oakmark U.S. Large Cap ETF (OAKM) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively managed, high-conviction fund holding fewer than 40 US large-cap value stocks. The investment process utilizes bottom-up research, seeking competitive long-term performance return. OAKM was launched on Dec 3, 2024 and is issued by Oakmark.