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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

87 hedge funds and large institutions have $544M invested in Avantis US Large Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 43 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+31
Holders Change %
+55.36%
% of All Funds
1.4%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.21%
New
41
Increased
43
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$20.7M
2
BHWM
2
Beaird Harris Wealth Management
Texas
$20.9M
3
OCG
3
Opus Capital Group
Ohio
$13.2M
4
MWM
4
Merriman Wealth Management
Washington
$96.1M
5
FWP
5
FAS Wealth Partners
Kansas
$12.5M

Top Sellers

1
BWP
1
BSW Wealth Partners
Colorado
$0
2
PFA
2
Pure Financial Advisors
California
$92.3M
3
RA
3
RFG Advisory
Alabama
$0
4
Truist Financial
4
Truist Financial
North Carolina
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
26
Cardiff Park Advisors
California
$4.39M +$300K +5,976 +7%
CAMV
27
Concord Asset Management (Virginia)
Virginia
$4.27M +$3.63M +72,316 +568%
WCA
28
Waypoint Capital Advisors
Minnesota
$4.18M +$1.22M +24,289 +41%
PP
29
PrairieView Partners
Minnesota
$3.8M +$74.4K +1,483 +2%
TWP
30
Total Wealth Planning
Ohio
$3.74M +$1.83M +36,408 +96%
BCM
31
Brainard Capital Management
Texas
$3.17M +$3.17M +63,154 New
KAS
32
Kestra Advisory Services
Texas
$2.9M +$2.9M +57,772 New
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$2.86M +$772K +15,387 +37%
CFO
34
Collective Family Office
Pennsylvania
$2.71M +$1.4M +27,820 +106%
SCM
35
SOL Capital Management
Maryland
$2.67M +$382K +7,610 +17%
MRWM
36
ML&R Wealth Management
Texas
$2.65M +$548K +10,921 +26%
ASN
37
Advisory Services Network
Georgia
$2.53M +$760K +15,145 +43%
BA
38
Bridge Advisory
California
$2.46M +$202K +4,015 +9%
GWM
39
Greenwich Wealth Management
Connecticut
$2.44M +$250K +4,972 +11%
Jane Street
40
Jane Street
New York
$2.41M +$2.41M +48,087 New
AFG
41
Altiora Financial Group
Ohio
$2.27M +$2.27M +45,318 New
Creative Planning
42
Creative Planning
Kansas
$2.2M +$2.2M +43,746 New
AFP
43
Ausdal Financial Partners
Iowa
$1.95M +$1.95M +38,849 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.74M +$682K +13,578 +64%
PL
45
Plancorp LLC
Missouri
$1.62M +$60.2K +1,200 +4%
BAM
46
Bayshore Asset Management
Florida
$1.59M +$137K +2,736 +9%
MWM
47
Mattern Wealth Management
Kansas
$1.47M -$50.2K -1,000 -3%
WA
48
Wealth Architects
California
$1.31M +$1.31M +26,100 New
GA
49
Greenspring Advisors
Maryland
$1.24M +$648K +12,917 +109%
SHFA
50
SC&H Financial Advisors
Maryland
$1.15M +$6.88K +137 +0.6%
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