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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 Market Value Shares Shares
Change 		Shares
Change %
JFG
276
JDM Financial Group
Texas
$5.2K 79 – –
ICM
277
Islay Capital Management
Texas
$132 2 +2 New
KAS
278
Kestra Advisory Services
Texas
– – -49,761 Closed
MA
279
Mutual Advisors
Nebraska
– – -42,650 Closed
MHS
280
M Holdings Securities
Oregon
– – -36,688 Closed
MWM
281
Mattern Wealth Management
Kansas
– – -26,752 Closed
IWM
282
IHT Wealth Management
Illinois
– – -6,973 Closed
MPCL
283
My Personal CFO LLC
Washington
– – -6,524 Closed
Mariner
284
Mariner
Kansas
– – -5,973 Closed
SWA
285
Sax Wealth Advisors
New Jersey
– – -5,860 Closed
OIA
286
OneDigital Investment Advisors
Kansas
– – -3,470 Closed
VT
287
Vise Technologies
New York
– – -3,319 Closed
Royal Bank of Canada
288
Royal Bank of Canada
Ontario, Canada
– – -1,500 Closed
FCG
289
Financial Connections Group
California
– – -365 Closed
PIS
290
POM Investment Strategies
North Carolina
– – -232 Closed
EWA
291
EverSource Wealth Advisors
Alabama
– – -159 Closed
SIC
292
Salem Investment Counselors
North Carolina
– – -36 Closed
KFS
293
Kelly Financial Services
Massachusetts
– – -8 Closed
Qube Research & Technologies (QRT)
294
Qube Research & Technologies (QRT)
United Kingdom
– – -1 Closed
CFGS
295
Concourse Financial Group Securities
Alabama
– – – –
8 9 10 11
12