AVLV icon

Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

368 hedge funds and large institutions have $7.18B invested in Avantis US Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 202 increasing their positions, 92 reducing their positions, and 24 closing their positions.

Holders
368
Holders Change
+12
Holders Change %
+3.37%
% of All Funds
4.94%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
0.79%
New
43
Increased
202
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 Market Value Shares Shares
Change 		Shares
Change %
MFT
26
Moisand Fitzgerald Tamayo
Florida
$70M 1,026,562 +117,846 +13%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$65.6M 962,249 +6,913 +0.7%
FPAS
28
Focus Partners Advisor Solutions
Missouri
$56.7M 830,925 +572,018 +221%
PAS
29
Park Avenue Securities
New York
$50.7M 743,458 +743,458 New
P
30
&Partners
Tennessee
$50.7M 742,520 +681,382 +1,114%
Raymond James Financial
31
Raymond James Financial
Florida
$50.2M 736,509 -94,425 -11%
WMN
32
Wealth Management Nebraska
Nebraska
$46.7M 686,247 +65,794 +11%
GSIS
33
Global Strategic Investment Solutions
Arizona
$46.2M 676,904 -92,146 -12%
FWP
34
FAS Wealth Partners
Kansas
$44.6M 654,293 +25,760 +4%
Financial Engines Advisors
35
Financial Engines Advisors
California
$41.7M 611,107 +20,045 +3%
SC
36
Savant Capital
Illinois
$38.4M 562,632 +318,521 +130%
GT
37
Glenview Trust
Kentucky
$38.1M 558,229 +23,529 +4%
VAMG
38
Voisard Asset Management Group
Michigan
$36.6M 536,993 +72,703 +16%
KIM
39
Kestra Investment Management
Texas
$36.5M 549,983 +209,142 +61%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$35.6M 522,280 -116,919 -18%
AFGAS
41
Allegiance Financial Group Advisory Services
Virginia
$35.5M 520,102 +37,685 +8%
LFS
42
Legacy Financial Strategies
Kansas
$34.2M 500,782 -6,760 -1%
UBS Group
43
UBS Group
Switzerland
$33.4M 490,371 +78,686 +19%
OCG
44
Opus Capital Group
Ohio
$33.3M 487,866 -2,205 -0.4%
JIC
45
JRM Investment Counsel
Nebraska
$33.1M 485,224 +10,429 +2%
VWA
46
Visionary Wealth Advisors
Illinois
$32.4M 475,347 +10,788 +2%
KAS
47
Kestra Advisory Services
Texas
$32.2M 472,476 -18,724 -4%
VFP
48
Verus Financial Partners
Virginia
$28.9M 416,887 +416,887 New
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$28.9M 423,936 +155,562 +58%
PLFA
50
Pacific Life Fund Advisors
California
$28.7M 420,664 +1,317 +0.3%
1
2
3 4 5