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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

277 hedge funds and large institutions have $3.81B invested in Avantis US Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 157 increasing their positions, 52 reducing their positions, and 17 closing their positions.

Holders
277
Holders Change
+26
Holders Change %
+10.36%
% of All Funds
4.01%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.72%
New
46
Increased
157
Reduced
52
Closed
17
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$7K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$107M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$507M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$117M
4
LFS
4
Legacy Financial Strategies
Kansas
$31.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$38M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$106M
2
WAS
2
WESPAC Advisors SoCal
California
$356K
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$103M
4
Comerica Bank
4
Comerica Bank
Texas
$104M
5
AFP
5
Ausdal Financial Partners
Iowa
$851K
Name Market Value Shares Shares
Change 		Shares
Change %
PLFA
26
Pacific Life Fund Advisors
California
$44.5M 675,956 +18,205 +3%
FWP
27
FAS Wealth Partners
Kansas
$41.1M 623,789 +51,535 +9%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$38M 577,564 +357,796 +163%
Financial Engines Advisors
29
Financial Engines Advisors
California
$35.6M 541,011 +40,959 +8%
OCG
30
Opus Capital Group
Ohio
$32.8M 498,186 +37,009 +8%
LFS
31
Legacy Financial Strategies
Kansas
$31.1M 472,992 +472,992 New
Fidelity Investments
32
Fidelity Investments
Massachusetts
$30.4M 462,539 +95,383 +26%
VWA
33
Visionary Wealth Advisors
Illinois
$28.7M 436,160 +16,029 +4%
AFGAS
34
Allegiance Financial Group Advisory Services
Virginia
$28.4M 431,442 +24,203 +6%
JIC
35
JRM Investment Counsel
Nebraska
$27.5M 417,879 -36,546 -8%
Wells Fargo
36
Wells Fargo
California
$26.8M 407,169 +64,825 +19%
FWM
37
Fortress Wealth Management
California
$25.3M 384,980 +62,911 +20%
GSIS
38
Global Strategic Investment Solutions
Arizona
$24.2M 367,335 +69,062 +23%
UBS Group
39
UBS Group
Switzerland
$23.6M 358,632 +29,105 +9%
GT
40
Glenview Trust
Kentucky
$22.8M 345,841 +24,077 +7%
PP
41
PrairieView Partners
Minnesota
$22.6M 343,508 +230,180 +203%
WCWM
42
Willow Creek Wealth Management
California
$20.8M 315,258 +16,571 +6%
SB
43
Strategic Blueprint
Georgia
$20.5M 311,179 +4,441 +1%
WFA
44
Websterrogers Financial Advisors
South Carolina
$19.7M 299,645 -4,791 -2%
ME
45
McIlrath & Eck
Washington
$19.3M 293,058 +4,135 +1%
CPIG
46
Chicago Partners Investment Group
Illinois
$19.2M 290,000 +21,349 +8%
ICMP
47
Integrated Capital Management (Pennsylvania)
Pennsylvania
$18.5M 280,732 -10,589 -4%
LEFP
48
Leading Edge Financial Planning
Tennessee
$15.7M 238,104 +34,374 +17%
AA
49
Aire Advisors
California
$15.7M 237,947 -5,067 -2%
AFA
50
Arlington Financial Advisors
California
$15.3M 231,759 +8,269 +4%
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