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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

133 hedge funds and large institutions have $934M invested in Avantis US Large Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
133
Holders Change
+28
Holders Change %
+26.67%
% of All Funds
2.1%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
34
Increased
70
Reduced
21
Closed
5
Calls
$271K
Puts
$823K
Net Calls
-$552K
Net Calls Change
-$790K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$56.8M
2
PAS
2
Park Avenue Securities
New York
$48.6M
3
HIP
3
HUB Investment Partners
Texas
$43.5M
4
CFS
4
Cannon Financial Strategists
Georgia
$23.6M
5
WA
5
Waverly Advisors
Alabama
$16.9M

Top Sellers

1
FWP
1
FAS Wealth Partners
Kansas
$0
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$766K
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$478K
4
ASN
4
Advisory Services Network
Georgia
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$484K
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$3.1M +$3.1M +58,158 New
FNBSF
52
First National Bank Sioux Falls
South Dakota
$3.03M +$745K +13,966 +33%
AWE
53
Avidian Wealth Enterprises
Texas
$2.84M +$2.84M +53,167 New
BA
54
Bridge Advisory
California
$2.7M +$106K +1,996 +4%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$2.44M +$209K +3,926 +9%
Creative Planning
56
Creative Planning
Kansas
$2.35M +$4.54K +85 +0.2%
BAM
57
Bayshore Asset Management
Florida
$2.01M +$241K +4,404 +14%
MCM
58
Mattern Capital Management
Colorado
$1.9M +$66.6K +1,248 +4%
WFA
59
WMG Financial Advisors
Tennessee
$1.79M +$350K +6,562 +24%
CPWM
60
Cypress Point Wealth Management
Texas
$1.76M +$993K +18,615 +130%
PL
61
Plancorp LLC
Missouri
$1.73M – – –
AFG
62
Altiora Financial Group
Ohio
$1.71M +$41.6K +779 +2%
SFM
63
Signet Financial Management
New Jersey
$1.5M +$157K +2,940 +12%
PWM
64
Perigon Wealth Management
California
$1.45M +$1.45M +27,160 New
MWM
65
Mattern Wealth Management
Kansas
$1.42M -$61.4K -1,150 -4%
WA
66
Wealth Architects
California
$1.39M – – –
Osaic Holdings
67
Osaic Holdings
Arizona
$1.38M -$298K -5,591 -18%
NWM
68
Northwest Wealth Management
Iowa
$1.32M +$99.1K +1,858 +8%
EH
69
Equitable Holdings
New York
$1.28M +$93.4K +1,751 +8%
Bank of America
70
Bank of America
North Carolina
$1.27M -$289K -5,424 -19%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$1.24M +$1.24M +23,329 New
SHFA
72
SC&H Financial Advisors
Maryland
$1.23M +$5.87K +110 +0.5%
AWM
73
AE Wealth Management
Kansas
$1.22M +$1.22M +22,948 New
UWM
74
USAdvisors Wealth Management
Minnesota
$1.07M +$49.1K +921 +5%
SSW
75
Stone Summit Wealth
Florida
$1.07M +$524K +9,813 +97%
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