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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

52 hedge funds and large institutions have $268M invested in Avantis US Large Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 20 increasing their positions, 2 reducing their positions, and 4 closing their positions.

Holders
52
Holders Change
+23
Holders Change %
+79.31%
% of All Funds
0.88%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.1%
New
27
Increased
20
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$72.7M
2
BA
2
Bridgewater Advisors
New York
$37.2M
3
BWP
3
BSW Wealth Partners
Colorado
$16.4M
4
FWM
4
Fortress Wealth Management
California
$6.42M
5
LPL Financial
5
LPL Financial
California
$3.45M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$694K
2
CCM
2
Coldstream Capital Management
Washington
$0
3
TWA
3
TCI Wealth Advisors
Arizona
$0
4
TIM
4
Tortoise Investment Management
New York
$50K
5
HA
5
Herold Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
51
Level Financial Advisors
New York
$2K +$2K +46 New
CCM
52
Coldstream Capital Management
Washington
– -$289K -5,345 Closed
TWA
53
TCI Wealth Advisors
Arizona
– -$65K -1,200 Closed
HA
54
Herold Advisors
New York
– -$32.4K -600 Closed
Jones Financial Companies
55
Jones Financial Companies
Missouri
– -$27K -500 Closed
1 2
3