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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

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
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.1B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$751M
3
Cerity Partners
3
Cerity Partners
New York
$151M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$105M
5
PAS
5
Park Avenue Securities
New York
$50.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$20.4M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$673M
3
BDWCC
3
B&D White Capital Company
Texas
$5.52M
4
PAG
4
Private Advisor Group
New Jersey
$3.66M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
301
PFG Investments
New York
$325K +$1.91K +28 +0.6%
Mariner
302
Mariner
Kansas
$310K -$166K -2,434 -35%
JCM
303
Jacobi Capital Management
Pennsylvania
$309K +$614 +9 +0.2%
BlackRock
304
BlackRock
New York
$306K +$111K +1,622 +57%
OWA
305
Oak Wealth Advisors
Illinois
$302K +$302K +4,423 New
ACC
306
Acorn Creek Capital
Colorado
$298K +$82.1K +1,204 +38%
AWC
307
Adamsbrown Wealth Consultants
Kansas
$297K +$1.3K +19 +0.4%
KPWS
308
Kestra Private Wealth Services
Texas
$292K -$59.9K -878 -17%
Lido Advisors
309
Lido Advisors
California
$280K +$280K +4,103 New
GLA
310
Good Life Advisors
Pennsylvania
$274K +$274K +4,020 New
WFAG
311
Wescott Financial Advisory Group
Pennsylvania
$272K – – –
BWM
312
Brickley Wealth Management
California
$264K – – –
GCA
313
Gradient Capital Advisors
California
$261K – – –
OC
314
Oppenheimer & Co
New York
$260K +$43.7K +640 +20%
PRRFG
315
Paul R. Ried Financial Group
Washington
$260K -$6.14K -90 -2%
DADC
316
D.A. Davidson & Co
Montana
$259K – – –
WHCFA
317
William Howard & Co Financial Advisors
Tennessee
$256K +$1.02K +15 +0.4%
TAM
318
Titleist Asset Management
Texas
$242K +$409 +6 +0.2%
CPA
319
Capital Performance Advisors
California
$241K – – –
EAM
320
Evanson Asset Management
California
$228K +$16.6K +243 +8%
MGIA
321
Moneta Group Investment Advisors
Missouri
$226K -$11.7K -171 -5%
TIAA Trust, National Association
322
TIAA Trust, National Association
North Carolina
$216K +$216K +3,164 New
FWM
323
FMB Wealth Management
California
$214K +$214K +3,140 New
JJBC
324
James J. Burns & Company
New York
$211K +$211K +3,096 New
WW
325
Waterfront Wealth
Kansas
$207K +$207K +3,034 New
11 12
13
14 15