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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

371 hedge funds and large institutions have $7.26B invested in Avantis US Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 204 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+15
Holders Change %
+4.21%
% of All Funds
4.98%
Holding in Top 10
60
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.76%
% of All Funds
0.8%
New
44
Increased
204
Reduced
92
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.1B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$751M
3
Cerity Partners
3
Cerity Partners
New York
$151M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$105M
5
PAS
5
Park Avenue Securities
New York
$50.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$20.4M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$673M
3
BDWCC
3
B&D White Capital Company
Texas
$5.52M
4
PAG
4
Private Advisor Group
New Jersey
$3.66M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
226
Diversify Wealth Management
Utah
$1.33M +$118K +1,678 +10%
CFA
227
Camarda Financial Advisors
Florida
$1.33M +$56K +821 +4%
UWM
228
USAdvisors Wealth Management
Minnesota
$1.3M -$99K -1,450 -7%
SAW
229
Signal Advisors Wealth
Michigan
$1.28M +$1.5K +22 +0.1%
MWM
230
Meridian Wealth Management
Kentucky
$1.27M +$20K +293 +2%
AWA
231
AGH Wealth Advisors
Kansas
$1.24M -$868K -12,706 -41%
DFS
232
Dixon Fnancial Services
California
$1.23M – – –
MFG
233
Mendota Financial Group
Wisconsin
$1.21M -$8.94K -131 -0.7%
FG
234
Foster Group
Iowa
$1.18M +$1.18M +17,351 New
AAS
235
Avantax Advisory Services
Texas
$1.13M -$41.1K -603 -4%
EWP
236
Elevation Wealth Partners
California
$1.07M +$117K +1,709 +12%
SFC
237
Sprinkle Financial Consultants
Colorado
$1.06M +$344K +5,047 +48%
VIP
238
Vista Investment Partners
Oklahoma
$1.06M +$151K +2,208 +17%
CWA
239
Canvas Wealth Advisors
Kansas
$1.06M -$201K -2,856 -16%
TP
240
Tranquility Partners
Tennessee
$995K +$26.5K +388 +3%
Thrivent Financial for Lutherans
241
Thrivent Financial for Lutherans
Minnesota
$987K +$987K +14,470 New
GAM
242
GEM Asset Management
Michigan
$985K +$88.7K +1,284 +10%
CFP
243
Comprehensive Financial Planning
Pennsylvania
$906K +$220K +3,221 +32%
WA
244
Wealth Architects
California
$905K – – –
CCM
245
Cloud Capital Management
Washington
$904K -$151K -2,187 -14%
UB
246
UMB Bank
Missouri
$899K -$614 -9 -0.1%
IAG
247
Investment Advisory Group
Massachusetts
$824K +$85.5K +1,254 +12%
MWM
248
Mission Wealth Management
California
$815K +$815K +11,943 New
SAG
249
SageView Advisory Group
California
$791K -$11.2K -160 -1%
AFP
250
Ausdal Financial Partners
Iowa
$776K +$108K +1,587 +16%
8 9
10
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