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Avantis US Large Cap Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
251
CCG Wealth Management
California
$751K +$119K +1,742 +19%
GPW
252
Gentry Private Wealth
Kansas
$748K -$20.3K -297 -3%
EPW
253
Endeavor Private Wealth
Kansas
$736K +$265K +3,887 +56%
GWMR
254
GC Wealth Management RIA
Massachusetts
$710K
LG
255
LAM Group
Oregon
$656K +$147K +2,155 +29%
NEWAS
256
N.E.W. Advisory Services
Wisconsin
$654K +$2.73K +40 +0.4%
DT
257
Diversified Trust
Tennessee
$651K +$651K +9,545 New
TA
258
TFB Advisors
Kansas
$647K -$327K -4,800 -34%
Betterment LLC
259
Betterment LLC
New York
$628K +$628K +9,210 New
TFG
260
Team Financial Group
California
$613K +$206K +3,022 +51%
SWA
261
Stratos Wealth Advisors
Ohio
$610K -$106K -1,552 -15%
Envestnet Portfolio Solutions
262
Envestnet Portfolio Solutions
Illinois
$590K -$103K -1,510 -15%
MSFS
263
Main Street Financial Solutions
Pennsylvania
$587K +$587K +8,608 New
BTI
264
Blue Trust Inc
Georgia
$570K -$3.14K -46 -0.5%
LCWP
265
Legacy Capital Wealth Partners
Arkansas
$564K -$250K -3,668 -31%
DFA
266
Davies Financial Advisors
California
$540K +$540K +7,924 New
MAM
267
Mainsail Asset Management
Alabama
$532K +$2.18K +32 +0.4%
DPI
268
Diversified Portfolios Inc
Michigan
$523K +$523K +7,664 New
RWM
269
Riverchase Wealth Management
Texas
$521K +$79.9K +1,172 +18%
DI
270
Disciplined Investments
Oklahoma
$515K +$10.2K +149 +2%
PTC
271
Private Trust Company
Ohio
$507K +$19.1K +280 +4%
TIA
272
Traphagen Investment Advisors
New Jersey
$476K -$152K -2,233 -24%
AFAS
273
Acorn Financial Advisory Services
Virginia
$471K -$169K -2,472 -26%
Jane Street
274
Jane Street
New York
$455K +$455K +6,665 New
APW
275
Austin Private Wealth
Texas
$452K