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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 %
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$125K +$5.01K +76 +4%
PFBT
252
Parkside Financial Bank & Trust
Missouri
$122K +$122K +1,857 New
NRG
253
Nemes Rush Group
Michigan
$71.9K -$49.3K -767 -41%
TLA
254
Tanglewood Legacy Advisors
Texas
$66.9K – – –
IA
255
IFP Advisors
Florida
$65.8K +$40.4K +613 +159%
ACM
256
Anfield Capital Management
California
$65.4K – – –
SPIA
257
Steward Partners Investment Advisory
New York
$62.5K +$62.5K +950 New
TH
258
TCTC Holdings
Texas
$60K +$60K +911 New
CSB
259
City State Bank
Iowa
$57.1K +$57.1K +867 New
GWS
260
Glassman Wealth Services
Virginia
$54.2K – – –
Russell Investments Group
261
Russell Investments Group
United Kingdom
$53.3K – – –
AF
262
Allworth Financial
California
$49.4K – – –
AA
263
Addison Advisors
Vermont
$48.4K – – –
MFC
264
Morris Financial Concepts
South Carolina
$40.9K – – –
MG
265
Mather Group
Illinois
$38K -$5.2K -79 -12%
AssetMark Inc
266
AssetMark Inc
California
$31.1K +$31.1K +472 New
CCMI
267
Creative Capital Management Investments
California
$30.9K – – –
GWM
268
Geneos Wealth Management
Colorado
$26.3K +$10.3K +156 +64%
NS
269
NBC Securities
Alabama
$26K +$26K +395 New
HFS
270
Hantz Financial Services
Michigan
$25K – – –
OSAM
271
O'Shaughnessy Asset Management
Connecticut
$20K -$336 -5 -2%
EWA
272
Elevate Wealth Advisory
Georgia
$18.8K -$790 -12 -4%
PFG
273
Peterson Financial Group
Iowa
$18.4K +$18.4K +279 New
FIM
274
FWL Investment Management
Texas
$17.2K +$17.2K +262 New
AP
275
Aspect Partners
Virginia
$8.49K +$1.05K +16 +14%
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