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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.

New
Increased
Maintained
Reduced
Closed
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 %
Mariner
276
Mariner
Kansas
$267K +$267K +3,995 New
BWM
277
Brickley Wealth Management
California
$259K – – –
IFA
278
Index Fund Advisors
California
$256K +$15.9K +238 +7%
GCA
279
Gradient Capital Advisors
California
$256K -$10K -150 -4%
VA
280
Valmark Advisers
Ohio
$249K -$27K -404 -10%
P
281
&Partners
Tennessee
$249K +$2.42K +36 +1%
WHCFA
282
William Howard & Co Financial Advisors
Tennessee
$248K +$1.13K +17 +0.5%
AWM
283
Arista Wealth Management
Nevada
$245K +$10.2K +153 +4%
KPWS
284
Kestra Private Wealth Services
Texas
$241K -$2.14M -32,032 -90%
EWA
285
EP Wealth Advisors
California
$237K +$237K +3,543 New
CPA
286
Capital Performance Advisors
California
$236K – – –
TAM
287
Titleist Asset Management
Texas
$236K +$236K +3,535 New
OC
288
Oppenheimer & Co
New York
$233K +$1.14K +17 +0.5%
Bank of New York Mellon
289
Bank of New York Mellon
New York
$232K +$267 +4 +0.1%
RWM
290
Ruedi Wealth Management
Illinois
$232K – – –
AWA
291
Adapt Wealth Advisors
Georgia
$226K +$226K +3,381 New
SCM
292
Stordahl Capital Management
Colorado
$221K +$221K +3,304 New
DADC
293
D.A. Davidson & Co
Montana
$220K +$220K +3,300 New
MGIA
294
Moneta Group Investment Advisors
Missouri
$220K +$220K +3,288 New
TFG
295
Team Financial Group
California
$214K +$214K +3,208 New
OIA
296
OneDigital Investment Advisors
Kansas
$213K +$213K +3,183 New
LFA
297
Level Financial Advisors
New York
$211K +$211K +3,156 New
WFAG
298
Wescott Financial Advisory Group
Pennsylvania
$208K – – –
D.E. Shaw & Co
299
D.E. Shaw & Co
New York
$204K -$724K -10,843 -78%
WGC
300
Watts Gwilliam & Co
Arizona
$204K +$204K +3,021 New
10 11
12
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