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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

277 hedge funds and large institutions have $3.81B invested in Avantis US Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 157 increasing their positions, 52 reducing their positions, and 17 closing their positions.

Holders
277
Holders Change
+26
Holders Change %
+10.36%
% of All Funds
4.01%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.72%
New
46
Increased
157
Reduced
52
Closed
17
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$7K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$107M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$507M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$117M
4
LFS
4
Legacy Financial Strategies
Kansas
$31.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$38M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$106M
2
WAS
2
WESPAC Advisors SoCal
California
$356K
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$103M
4
Comerica Bank
4
Comerica Bank
Texas
$104M
5
AFP
5
Ausdal Financial Partners
Iowa
$851K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
CCG Wealth Management
California
$281K +$281K +4,272 New
PSA
227
Plum Street Advisors
Louisiana
$281K +$281K +4,271 New
FPGK
228
Financial Partners Group (Kansas)
Kansas
$276K +$276K +4,186 New
VA
229
Valmark Advisers
Ohio
$273K +$273K +4,140 New
AIP
230
Almanack Investment Partners
Pennsylvania
$268K – – –
GCA
231
Gradient Capital Advisors
California
$262K -$35.5K -539 -12%
AAM
232
Austin Asset Management
Texas
$257K -$30.6K -465 -11%
BWM
233
Brickley Wealth Management
California
$255K +$33.4K +508 +15%
PI
234
PFG Investments
New York
$253K +$253K +3,846 New
WHCFA
235
William Howard & Co Financial Advisors
Tennessee
$244K +$989 +15 +0.4%
P
236
&Partners
Tennessee
$241K +$241K +3,658 New
IFA
237
Index Fund Advisors
California
$237K +$237K +3,595 New
MHB
238
Midwest Heritage Bank
Iowa
$236K +$236K +3,585 New
CPA
239
Capital Performance Advisors
California
$233K -$65.6K -996 -22%
AWM
240
Arista Wealth Management
Nevada
$231K +$231K +3,511 New
RWM
241
Ruedi Wealth Management
Illinois
$228K – – –
OC
242
Oppenheimer & Co
New York
$228K +$228K +3,469 New
Bank of New York Mellon
243
Bank of New York Mellon
New York
$228K +$228K +3,468 New
SIA
244
Soltis Investment Advisors
Utah
$214K +$214K +3,247 New
BPWM
245
Badgley Phelps Wealth Managers
Washington
$206K +$206K +3,132 New
WFAG
246
Wescott Financial Advisory Group
Pennsylvania
$205K +$205K +3,113 New
PS
247
Principal Securities
Iowa
$156K +$156K +2,365 New
PTC
248
Private Trust Company
Ohio
$141K – – –
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
$130K +$130K +1,983 New
AP
250
Atwood & Palmer
Missouri
$126K – – –
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