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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

342 hedge funds and large institutions have $4.38B invested in Avantis US Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 166 increasing their positions, 68 reducing their positions, and 7 closing their positions.

Holders
342
Holders Change
+65
Holders Change %
+23.47%
% of All Funds
4.55%
Holding in Top 10
60
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20%
% of All Funds
0.8%
New
77
Increased
166
Reduced
68
Closed
7
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$14K

Top Buyers

1
PP
1
PrairieView Partners
Minnesota
$82.1M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$545M
3
LPL Financial
3
LPL Financial
California
$127M
4
Bank of America
4
Bank of America
North Carolina
$70.6M
5
VAMG
5
Voisard Asset Management Group
Michigan
$21.2M

Top Sellers

1
PLFA
1
Pacific Life Fund Advisors
California
$28.8M
2
HIP
2
HUB Investment Partners
Texas
$64.9M
3
PFA
3
Pure Financial Advisors
California
$107M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$101M
5
Comerica Bank
5
Comerica Bank
Texas
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
PAS
26
Park Avenue Securities
New York
$53.5M 801,673 -9,925 -1%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$48.7M 730,036 +267,497 +58%
Raymond James Financial
28
Raymond James Financial
Florida
$45.3M 678,277 +678,277 New
FWP
29
FAS Wealth Partners
Kansas
$41.6M 622,599 -1,190 -0.2%
GSIS
30
Global Strategic Investment Solutions
Arizona
$40.2M 601,460 +234,125 +64%
Financial Engines Advisors
31
Financial Engines Advisors
California
$37.5M 562,184 +21,173 +4%
WMN
32
Wealth Management Nebraska
Nebraska
$36.1M 539,922 +539,922 New
OCG
33
Opus Capital Group
Ohio
$33M 494,434 -3,752 -0.8%
Wells Fargo
34
Wells Fargo
California
$32.8M 491,411 +84,242 +21%
LFS
35
Legacy Financial Strategies
Kansas
$32.5M 487,382 +14,390 +3%
AFGAS
36
Allegiance Financial Group Advisory Services
Virginia
$30.4M 454,763 +23,321 +5%
JIC
37
JRM Investment Counsel
Nebraska
$30.1M 450,536 +32,657 +8%
VWA
38
Visionary Wealth Advisors
Illinois
$29.8M 446,081 +9,921 +2%
GT
39
Glenview Trust
Kentucky
$29.2M 437,665 +91,824 +27%
PLFA
40
Pacific Life Fund Advisors
California
$28.8M 431,448 -244,508 -36%
FWM
41
Fortress Wealth Management
California
$27.4M 410,331 +25,351 +7%
UBS Group
42
UBS Group
Switzerland
$26.4M 395,739 +37,107 +10%
WCWM
43
Willow Creek Wealth Management
California
$22.7M 340,264 +25,006 +8%
CPIG
44
Chicago Partners Investment Group
Illinois
$21.2M 314,439 +24,439 +8%
VAMG
45
Voisard Asset Management Group
Michigan
$21.2M 317,834 +306,122 +2,614%
SB
46
Strategic Blueprint
Georgia
$21M 314,379 +3,200 +1%
WFA
47
Websterrogers Financial Advisors
South Carolina
$20.1M 300,822 +1,177 +0.4%
ME
48
McIlrath & Eck
Washington
$18.7M 279,375 -13,683 -5%
ICMP
49
Integrated Capital Management (Pennsylvania)
Pennsylvania
$18.3M 274,510 -6,222 -2%
AA
50
Aire Advisors
California
$16.4M 245,223 +7,276 +3%
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