AVLV icon

Avantis US Large Cap Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SEA
301
Stegent Equity Advisors
Texas
$201K +$201K +3,004 New
PFBT
302
Parkside Financial Bank & Trust
Missouri
$179K +$55K +824 +44%
NRG
303
Nemes Rush Group
Michigan
$170K +$95.4K +1,428 +128%
PS
304
Principal Securities
Iowa
$149K -$8.41K -126 -5%
PTC
305
Private Trust Company
Ohio
$143K
BlackRock
306
BlackRock
New York
$142K +$142K +2,123 New
Bank of Montreal
307
Bank of Montreal
Ontario, Canada
$132K
AP
308
Atwood & Palmer
Missouri
$128K
SS
309
Sunbelt Securities
Texas
$95.7K +$95.7K +1,435 New
OSAM
310
O'Shaughnessy Asset Management
Connecticut
$69K +$49.1K +736 +247%
TLA
311
Tanglewood Legacy Advisors
Texas
$67.9K
ACM
312
Anfield Capital Management
California
$66.4K
SPIA
313
Steward Partners Investment Advisory
New York
$63.4K
IA
314
IFP Advisors
Florida
$61.8K -$4.8K -72 -7%
TH
315
TCTC Holdings
Texas
$60.8K
GWS
316
Glassman Wealth Services
Virginia
$55.6K +$668 +10 +1%
Russell Investments Group
317
Russell Investments Group
United Kingdom
$54.1K
AF
318
Allworth Financial
California
$52.7K +$487 +7 +0.9%
AF
319
Atala Financial
California
$49.7K +$49.7K +744 New
AA
320
Addison Advisors
Vermont
$49.1K
TCG
321
Transcendent Capital Group
Oklahoma
$48K +$48K +719 New
MFC
322
Morris Financial Concepts
South Carolina
$41.5K
GWM
323
Geneos Wealth Management
Colorado
$41.4K +$14.7K +220 +55%
RF
324
Roxbury Financial
New Jersey
$40.8K +$40.8K +573 New
MG
325
Mather Group
Illinois
$38.5K