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

Top Sellers

1
Wells Fargo
Wells Fargo
California
$20.4M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$673M
3
BDWCC
B&D White Capital Company
Texas
$5.52M
4
PAG
Private Advisor Group
New Jersey
$3.66M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
351
Hurley Capital
New York
$36.9K +$30.8K +451 +501%
TCM
352
Tradewinds Capital Management
Washington
$35.7K – – –
MFC
353
Morris Financial Concepts
South Carolina
$34K – – –
CTC
354
Central Trust Company
Missouri
$31.5K +$1.09K +16 +4%
Qube Research & Technologies (QRT)
355
Qube Research & Technologies (QRT)
United Kingdom
$31.5K +$21.5K +315 +214%
NS
356
NBC Securities
Alabama
$26K – – –
BIG
357
Brooklyn Investment Group
New York
$15.1K +$15.1K +221 New
PP
358
Pacifica Partners
Canada
$14.9K +$14.9K +219 New
CJH
359
Christopher J. Hasenberg
Wisconsin
$12K -$5.87K -86 -33%
SPIA
360
Steward Partners Investment Advisory
New York
$8.59K -$56.2K -824 -87%
AssetMark Inc
361
AssetMark Inc
California
$7.37K -$29.7K -435 -80%
FIM
362
FWL Investment Management
Texas
$6.07K – – –
FCT
363
Family Capital Trust
Massachusetts
$4.23K – – –
EWA
364
Elevate Wealth Advisory
Georgia
$4.16K -$14.8K -217 -78%
CIBC Private Wealth Group
365
CIBC Private Wealth Group
Georgia
$3.89K +$3.89K +57 New
RLIM
366
Red Lighthouse Investment Management
New York
$2.73K +$2.73K +40 New
CW
367
Curio Wealth
Maryland
$2.59K +$2.52K +37 +3,700%
SIC
368
Salem Investment Counselors
North Carolina
$2.46K – – –
EWA
369
EQ Wealth Advisors
Texas
$1.23K +$136 +2 +13%
AAS
370
Ameritas Advisory Services
Nebraska
$887 +$887 +13 New
NMG
371
New Millennium Group
Utah
$85 +$85 +1 New
PWA
372
PCG Wealth Advisors
Kansas
– -$9.78M -150,032 Closed
GAM
373
Gotham Asset Management
New York
– -$9.07M -139,098 Closed
FIA
374
Foundations Investment Advisors
Arizona
– -$2.21M -33,839 Closed
VF
375
Vawter Financial
Ohio
– -$2.14M -32,758 Closed
12 13 14
15
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