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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

87 hedge funds and large institutions have $544M invested in Avantis US Large Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 43 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+31
Holders Change %
+55.36%
% of All Funds
1.4%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.21%
New
41
Increased
43
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$20.7M
2
BHWM
2
Beaird Harris Wealth Management
Texas
$20.9M
3
OCG
3
Opus Capital Group
Ohio
$13.2M
4
MWM
4
Merriman Wealth Management
Washington
$96.1M
5
FWP
5
FAS Wealth Partners
Kansas
$12.5M

Top Sellers

1
BWP
1
BSW Wealth Partners
Colorado
$0
2
PFA
2
Pure Financial Advisors
California
$92.3M
3
RA
3
RFG Advisory
Alabama
$0
4
Truist Financial
4
Truist Financial
North Carolina
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
51
Equitable Holdings
New York
$1.13M +$760K +15,151 +208%
NWM
52
Northwest Wealth Management
Iowa
$986K +$344K +6,846 +53%
UWM
53
USAdvisors Wealth Management
Minnesota
$942K +$19.7K +393 +2%
FNBSF
54
First National Bank Sioux Falls
South Dakota
$783K +$275K +5,489 +54%
WRPWM
55
Werba Rubin Papier Wealth Management
California
$720K +$720K +14,338 New
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$719K +$3.33K +63 +0.5%
THL
57
Tillman Hartley LLC
Colorado
$697K +$697K +13,892 New
PWA
58
PCG Wealth Advisors
Kansas
$646K +$646K +12,880 New
LFGO
59
Legacy Financial Group (Oklahoma)
Oklahoma
$645K +$645K +12,849 New
NL
60
NWAM LLC
Washington
$641K +$158K +3,140 +33%
TIM
61
Tortoise Investment Management
New York
$637K +$273K +5,430 +75%
UBS Group
62
UBS Group
Switzerland
$606K +$606K +12,067 New
WPC
63
Wedmont Private Capital
Pennsylvania
$604K +$169K +3,280 +39%
Corient Private Wealth
64
Corient Private Wealth
Florida
$590K +$590K +11,759 New
SWA
65
Stratos Wealth Advisors
Ohio
$575K +$575K +11,455 New
CPWM
66
Cypress Point Wealth Management
Texas
$443K +$443K +8,821 New
TI
67
Truepoint Inc
Ohio
$423K +$423K +8,437 New
SF
68
Synovus Financial
Georgia
$397K +$397K +7,904 New
BSW
69
Buckingham Strategic Wealth
Missouri
$391K +$391K +7,799 New
AFAS
70
Acorn Financial Advisory Services
Virginia
$294K +$294K +5,868 New
GCA
71
Gradient Capital Advisors
California
$279K -$105K -2,101 -27%
CCM
72
Coldstream Capital Management
Washington
$273K +$273K +5,435 New
SDWIA
73
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$232K +$232K +4,629 New
CPA
74
Capital Performance Advisors
California
$222K +$222K +4,415 New
GAM
75
GEM Asset Management
Michigan
$219K +$219K +4,354 New
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