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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

56 hedge funds and large institutions have $330M invested in Avantis US Large Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 4 reducing their positions, and 10 closing their positions.

Holders
56
Holders Change
+4
Holders Change %
+7.69%
% of All Funds
0.97%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
14
Increased
38
Reduced
4
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$17.4M
2
JIC
2
JRM Investment Counsel
Nebraska
$10.6M
3
BHWM
3
Beaird Harris Wealth Management
Texas
$6.19M
4
CPIG
4
Chicago Partners Investment Group
Illinois
$7.8M
5
MWM
5
Merriman Wealth Management
Washington
$73.5M

Top Sellers

1
MAM
1
McLean Asset Management
Virginia
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
TI
3
Truepoint Inc
Ohio
$0
4
Jane Street
4
Jane Street
New York
$0
5
TIA
5
Traphagen Investment Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
26
Plancorp LLC
Missouri
$1.38M -$2.22K -50 -0.2%
MWM
27
Mattern Wealth Management
Kansas
$1.34M +$6.66K +150 +0.5%
BAM
28
Bayshore Asset Management
Florida
$1.29M +$171K +3,841 +15%
CFO
29
Collective Family Office
Pennsylvania
$1.16M +$845K +19,025 +267%
RA
30
RFG Advisory
Alabama
$1.05M +$1.05M +20,633 New
SHFA
31
SC&H Financial Advisors
Maryland
$1.01M +$138K +3,098 +16%
CWP
32
Concord Wealth Partners
Virginia
$979K +$388K +8,728 +66%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$938K +$269K +6,066 +40%
UWM
34
USAdvisors Wealth Management
Minnesota
$816K +$69.6K +1,567 +9%
Truist Financial
35
Truist Financial
North Carolina
$738K +$738K +16,610 New
CL
36
CPWM LLC
Washington
$706K -$22.1K -497 -3%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$629K +$629K +13,545 New
NWM
38
Northwest Wealth Management
Iowa
$569K +$73.6K +1,656 +15%
Goldman Sachs
39
Goldman Sachs
New York
$568K +$568K +12,795 New
CAMV
40
Concord Asset Management (Virginia)
Virginia
$566K +$211K +4,760 +60%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$529K +$44.9K +1,010 +9%
GA
42
Greenspring Advisors
Maryland
$527K +$35.6K +801 +7%
WFA
43
Wipfli Financial Advisors
Wisconsin
$490K -$104K -2,344 -18%
FNBSF
44
First National Bank Sioux Falls
South Dakota
$449K +$167K +3,760 +59%
NL
45
NWAM LLC
Washington
$428K +$428K +9,626 New
WPC
46
Wedmont Private Capital
Pennsylvania
$374K +$374K +8,419 New
GCA
47
Gradient Capital Advisors
California
$340K -$18.4K -413 -5%
EH
48
Equitable Holdings
New York
$323K +$323K +7,272 New
TIM
49
Tortoise Investment Management
New York
$322K +$274K +6,170 +569%
RHBC
50
R.H. Bluestein & Co
Michigan
$238K +$238K +5,348 New
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