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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

133 hedge funds and large institutions have $934M invested in Avantis US Large Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
133
Holders Change
+28
Holders Change %
+26.67%
% of All Funds
2.1%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
34
Increased
70
Reduced
21
Closed
5
Calls
$271K
Puts
$823K
Net Calls
-$552K
Net Calls Change
-$790K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$56.8M
2
PAS
2
Park Avenue Securities
New York
$48.6M
3
HIP
3
HUB Investment Partners
Texas
$43.5M
4
CFS
4
Cannon Financial Strategists
Georgia
$23.6M
5
WA
5
Waverly Advisors
Alabama
$16.9M

Top Sellers

1
FWP
1
FAS Wealth Partners
Kansas
$0
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$766K
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$478K
4
ASN
4
Advisory Services Network
Georgia
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$484K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$8.35M +$7.45M +139,681 +833%
CWP
27
Concord Wealth Partners
Virginia
$8.33M +$1.96M +36,814 +31%
NRW
28
Nova R Wealth
Kansas
$8.07M +$664K +12,437 +9%
Mariner
29
Mariner
Kansas
$7.97M -$448K -8,396 -5%
WCWM
30
Willow Creek Wealth Management
California
$7.53M +$627K +11,759 +9%
CAMV
31
Concord Asset Management (Virginia)
Virginia
$7.26M +$1.54M +28,860 +27%
SWA
32
Stratos Wealth Advisors
Ohio
$6.34M -$143K -2,682 -2%
WCA
33
Waypoint Capital Advisors
Minnesota
$6.01M +$1.4M +26,203 +30%
LFG
34
Larson Financial Group
Missouri
$5.27M -$143K -2,681 -3%
EWM
35
Echo Wealth Management
Minnesota
$5.2M -$236K -4,370 -4%
NCM
36
Northland Capital Management
Minnesota
$5.13M +$5.13M +96,080 New
FF
37
Financial Futures
New Jersey
$4.75M +$2.1M +39,312 +79%
CPA
38
Cardiff Park Advisors
California
$4.71M -$26.3K -493 -0.6%
PP
39
PrairieView Partners
Minnesota
$4.4M +$206K +3,863 +5%
GWM
40
Greenwich Wealth Management
Connecticut
$4.24M +$1.27M +23,759 +43%
TWP
41
Total Wealth Planning
Ohio
$4.05M -$610K -11,434 -13%
PFO
42
Pathstone Family Office
New Jersey
$4.04M +$4.04M +75,680 New
MRWM
43
ML&R Wealth Management
Texas
$3.65M +$819K +15,358 +29%
AFP
44
Ausdal Financial Partners
Iowa
$3.57M +$429K +8,033 +14%
SC
45
Savant Capital
Illinois
$3.52M +$1.96M +36,682 +125%
CFO
46
Collective Family Office
Pennsylvania
$3.49M +$483K +9,047 +16%
BPA
47
Beacon Pointe Advisors
California
$3.22M +$1.99M +37,355 +163%
SCM
48
SOL Capital Management
Maryland
$3.19M +$135K +2,530 +4%
BSW
49
Buckingham Strategic Wealth
Missouri
$3.15M +$2.74M +51,327 +658%
Corient Private Wealth
50
Corient Private Wealth
Florida
$3.12M +$298K +5,594 +11%
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