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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

342 hedge funds and large institutions have $4.38B invested in Avantis US Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 166 increasing their positions, 68 reducing their positions, and 7 closing their positions.

Holders
342
Holders Change
+65
Holders Change %
+23.47%
% of All Funds
4.55%
Holding in Top 10
60
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20%
% of All Funds
0.8%
New
77
Increased
166
Reduced
68
Closed
7
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$14K

Top Buyers

1
PP
1
PrairieView Partners
Minnesota
$82.1M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$545M
3
LPL Financial
3
LPL Financial
California
$127M
4
Bank of America
4
Bank of America
North Carolina
$70.6M
5
VAMG
5
Voisard Asset Management Group
Michigan
$21.2M

Top Sellers

1
PLFA
1
Pacific Life Fund Advisors
California
$28.8M
2
HIP
2
HUB Investment Partners
Texas
$64.9M
3
PFA
3
Pure Financial Advisors
California
$107M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$101M
5
Comerica Bank
5
Comerica Bank
Texas
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFAS
226
Acorn Financial Advisory Services
Virginia
$655K +$534 +8 +0.1%
NCFG
227
New Century Financial Group
New Jersey
$648K -$79.6K -1,183 -11%
CFP
228
Comprehensive Financial Planning
Pennsylvania
$646K +$646K +9,675 New
NEWAS
229
N.E.W. Advisory Services
Wisconsin
$638K +$638K +9,550 New
M1FG
230
Mach-1 Financial Group
Arkansas
$635K +$635K +9,505 New
TC
231
TownSquare Capital
Utah
$623K +$623K +9,333 New
LCWP
232
Legacy Capital Wealth Partners
Arkansas
$618K +$618K +9,262 New
Millennium Management
233
Millennium Management
New York
$615K +$615K +9,218 New
IAG
234
Investment Advisory Group
Massachusetts
$602K +$112K +1,680 +23%
SFC
235
Sprinkle Financial Consultants
Colorado
$592K +$2.67K +40 +0.5%
TI
236
Truepoint Inc
Ohio
$578K +$14.1K +211 +2%
BTI
237
Blue Trust Inc
Georgia
$558K – – –
ACP
238
Aveo Capital Partners
Colorado
$547K -$6.54K -98 -1%
SAG
239
SageView Advisory Group
California
$544K +$81.1K +1,215 +18%
Renaissance Technologies
240
Renaissance Technologies
New York
$521K -$868K -13,000 -63%
AWE
241
Avidian Wealth Enterprises
Texas
$514K +$86.8K +1,300 +20%
AWS
242
Atria Wealth Solutions
New York
$507K +$125K +1,878 +33%
CA
243
CGN Advisors
Kansas
$504K +$504K +7,545 New
BW
244
BIP Wealth
Georgia
$501K +$173K +2,591 +53%
GCA
245
Greenwood Capital Associates
South Carolina
$500K +$500K +7,486 New
LG
246
LAM Group
Oregon
$498K +$83.1K +1,245 +20%
MW
247
Members Wealth
Pennsylvania
$478K +$478K +6,926 New
Citadel Advisors
248
Citadel Advisors
Florida
$442K +$15K +224 +3%
AWM
249
AE Wealth Management
Kansas
$439K +$439K +6,574 New
CAC
250
Certified Advisory Corp
Florida
$434K +$2.67K +40 +0.6%
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10
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