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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 %
LFA
276
Level Financial Advisors
New York
$446K +$76.5K +1,121 +21%
D.E. Shaw & Co
277
D.E. Shaw & Co
New York
$441K -$75K -1,100 -15%
Bank of New York Mellon
278
Bank of New York Mellon
New York
$435K +$435K +6,377 New
SAI
279
Savvy Advisors Inc
New York
$433K -$12K -176 -3%
CA
280
CGN Advisors
Kansas
$432K -$91.5K -1,342 -17%
AWS
281
Atria Wealth Solutions
New York
$427K -$55.3K -810 -11%
FSWA
282
Financial Synergies Wealth Advisors
Texas
$422K +$25.9K +379 +7%
SDWIA
283
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$418K +$35.6K +522 +9%
AFG
284
Altiora Financial Group
Ohio
$416K
SWA
285
Sax Wealth Advisors
New Jersey
$400K
RPA
286
Redwood Park Advisors
California
$398K +$26.9K +394 +7%
PSFG
287
Park Square Financial Group
Georgia
$398K +$324K +4,750 +441%
ZF
288
Zhang Financial
Michigan
$397K +$397K +5,820 New
MPW
289
Magnolia Private Wealth
Pennsylvania
$395K
APP
290
Avantax Planning Partners
Iowa
$385K +$385K +5,649 New
MQWP
291
Morey & Quinn Wealth Partners
Nebraska
$382K +$92.8K +1,361 +32%
PWP
292
Parkwoods Wealth Partners
New York
$377K +$19.4K +285 +5%
PWIA
293
Porter White Investment Advisors
Alabama
$373K
SEA
294
Stegent Equity Advisors
Texas
$372K +$72.4K +1,062 +24%
ST
295
Smithfield Trust
Pennsylvania
$370K +$370K +5,413 New
KLI
296
Kelman-Lazarov Inc
Tennessee
$358K +$358K +5,243 New
QHA
297
Quarry Hill Advisors
Minnesota
$349K
CFA
298
Cahill Financial Advisors
Minnesota
$336K +$1.3K +19 +0.4%
BW
299
BIP Wealth
Georgia
$335K -$177K -2,589 -35%
Citadel Advisors
300
Citadel Advisors
Florida
$327K -$179K -2,617 -35%