AVLV icon

Avantis US Large Cap Value ETF

142 hedge funds and large institutions have $1.15B invested in Avantis US Large Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
142
Holders Change
+9
Holders Change %
+6.77%
% of All Funds
2.26%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.37%
New
19
Increased
83
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
26
ShoreHaven Wealth Partners
New Jersey
$11.2M +$11.2M +213,158 New
FWM
27
Fortress Wealth Management
California
$10.6M -$64K -1,215 -0.6%
UBS Group
28
UBS Group
Switzerland
$9.83M +$1.59M +30,178 +19%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$9.8M +$9.08M +172,356 +1,260%
MFT
30
Moisand Fitzgerald Tamayo
Florida
$9.77M +$1.27M +24,059 +15%
CWP
31
Concord Wealth Partners
Virginia
$8.65M +$425K +8,075 +5%
GT
32
Glenview Trust
Kentucky
$8.61M +$8.61M +163,348 New
SRC
33
Sage Rhino Capital
California
$8.48M -$76.5K -1,453 -0.9%
NRW
34
Nova R Wealth
Kansas
$8.33M +$357K +6,783 +4%
WI
35
WJ Interests
Texas
$8.3M +$15.3K +291 +0.2%
Mariner
36
Mariner
Kansas
$8.23M +$359K +6,813 +5%
WCWM
37
Willow Creek Wealth Management
California
$8.08M +$651K +12,365 +9%
WCA
38
Waypoint Capital Advisors
Minnesota
$8.06M +$2.12M +40,305 +36%
CAMV
39
Concord Asset Management (Virginia)
Virginia
$7.63M +$466K +8,844 +7%
Bank of America
40
Bank of America
North Carolina
$7.59M +$6.34M +120,267 +505%
NCM
41
Northland Capital Management
Minnesota
$7.39M +$2.33M +44,214 +46%
SWA
42
Stratos Wealth Advisors
Ohio
$6.57M +$309K +5,873 +5%
EWM
43
Echo Wealth Management
Minnesota
$5.34M +$265K +5,035 +5%
SC
44
Savant Capital
Illinois
$5.22M +$1.75M +33,157 +50%
LFG
45
Larson Financial Group
Missouri
$5.07M -$132K -2,514 -3%
AWM
46
Austin Wealth Management
Texas
$5.02M +$5.02M +92,704 New
FF
47
Financial Futures
New Jersey
$4.93M +$241K +4,580 +5%
GWM
48
Greenwich Wealth Management
Connecticut
$4.86M +$669K +12,692 +16%
PP
49
PrairieView Partners
Minnesota
$4.62M +$272K +5,158 +6%
CPA
50
Cardiff Park Advisors
California
$4.58M -$76.1K -1,444 -2%