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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 %
DI
251
Disciplined Investments
Oklahoma
$434K +$5.94K +89 +1%
RWM
252
Riverchase Wealth Management
Texas
$432K +$432K +6,465 New
CWM
253
CCG Wealth Management
California
$420K +$134K +2,014 +47%
AIM
254
Acropolis Investment Management
Missouri
$410K +$410K +6,142 New
NAM
255
NorthCrest Asset Manangement
Minnesota
$400K +$400K +5,996 New
FPGK
256
Financial Partners Group (Kansas)
Kansas
$396K +$116K +1,738 +42%
SWA
257
Sax Wealth Advisors
New Jersey
$391K +$391K +5,860 New
MPW
258
Magnolia Private Wealth
Pennsylvania
$387K +$387K +5,795 New
VIP
259
Vista Investment Partners
Oklahoma
$380K +$380K +5,690 New
LI
260
LRI Investments
Florida
$380K – – –
SDWIA
261
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$374K +$8.41K +126 +2%
PWIA
262
Porter White Investment Advisors
Alabama
$365K – – –
FSWA
263
Financial Synergies Wealth Advisors
Texas
$365K +$2.54K +38 +0.7%
RPA
264
Redwood Park Advisors
California
$363K +$363K +5,441 New
AWC
265
Adamsbrown Wealth Consultants
Kansas
$363K +$66.4K +994 +22%
EPW
266
Endeavor Private Wealth
Kansas
$355K +$355K +5,311 New
QHA
267
Quarry Hill Advisors
Minnesota
$342K – – –
SFS
268
Summit Financial Strategies
Ohio
$335K – – –
CFA
269
Cahill Financial Advisors
Minnesota
$331K +$1.4K +21 +0.4%
WAS
270
WESPAC Advisors SoCal
California
$324K -$37.3K -558 -10%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$310K +$183K +2,738 +144%
PI
272
PFG Investments
New York
$306K +$49.5K +741 +19%
JCM
273
Jacobi Capital Management
Pennsylvania
$301K +$668 +10 +0.2%
AIP
274
Almanack Investment Partners
Pennsylvania
$272K – – –
PRRFG
275
Paul R. Ried Financial Group
Washington
$272K +$272K +4,071 New
9 10
11
12 13