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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

105 hedge funds and large institutions have $626M invested in Avantis US Large Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
105
Holders Change
+18
Holders Change %
+20.69%
% of All Funds
1.68%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
24
Increased
59
Reduced
14
Closed
5
Calls
$1.26M
Puts
$1.02M
Net Calls
+$238K
Net Calls Change
+$238K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$22.1M
2
AA
2
Aire Advisors
California
$9.62M
3
FWP
3
FAS Wealth Partners
Kansas
$21.5M
4
Mariner
4
Mariner
Kansas
$8.06M
5
WA
5
Waverly Advisors
Alabama
$5.72M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$92.8M
2
KAS
2
Kestra Advisory Services
Texas
$0
3
Jane Street
3
Jane Street
New York
$792K
4
AFG
4
Altiora Financial Group
Ohio
$1.59M
5
NL
5
NWAM LLC
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WA
26
Waverly Advisors
Alabama
$5.72M 111,827 +111,827 New
CAMV
27
Concord Asset Management (Virginia)
Virginia
$5.48M 107,148 +22,093 +26%
LFG
28
Larson Financial Group
Missouri
$5.19M 101,503 -2,373 -2%
EWM
29
Echo Wealth Management
Minnesota
$5.15M 100,770 +7,236 +8%
CPA
30
Cardiff Park Advisors
California
$4.54M 88,789 +1,357 +2%
TWP
31
Total Wealth Planning
Ohio
$4.46M 87,316 +12,852 +17%
WCA
32
Waypoint Capital Advisors
Minnesota
$4.42M 86,529 +3,298 +4%
PP
33
PrairieView Partners
Minnesota
$4.02M 78,658 +2,849 +4%
BCM
34
Brainard Capital Management
Texas
$3.76M 73,597 +10,443 +17%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$3.23M 63,249 +6,342 +11%
AFP
36
Ausdal Financial Partners
Iowa
$3.01M 58,871 +20,022 +52%
SCM
37
SOL Capital Management
Maryland
$2.93M 57,345 +4,162 +8%
CFO
38
Collective Family Office
Pennsylvania
$2.88M 56,355 +2,376 +4%
GWM
39
Greenwich Wealth Management
Connecticut
$2.85M 55,798 +7,243 +15%
ASN
40
Advisory Services Network
Georgia
$2.84M 55,630 +5,134 +10%
MRWM
41
ML&R Wealth Management
Texas
$2.71M 52,998 +108 +0.2%
Corient Private Wealth
42
Corient Private Wealth
Florida
$2.71M 52,951 +41,192 +350%
FF
43
Financial Futures
New Jersey
$2.54M 49,700 +49,700 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$2.5M 48,943 +48,943 New
BA
45
Bridge Advisory
California
$2.49M 48,646 -390 -0.8%
Creative Planning
46
Creative Planning
Kansas
$2.24M 43,894 +148 +0.3%
FNBSF
47
First National Bank Sioux Falls
South Dakota
$2.19M 42,835 +27,239 +175%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$2.13M 41,761 +7,058 +20%
MCM
49
Mattern Capital Management
Colorado
$1.76M 34,420 +34,420 New
BAM
50
Bayshore Asset Management
Florida
$1.65M 32,379 +699 +2%
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