AVLV icon

Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

142 hedge funds and large institutions have $1.15B invested in Avantis US Large Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
142
Holders Change
+9
Holders Change %
+6.77%
% of All Funds
2.26%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.37%
New
19
Increased
83
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$37.3M
2
FWP
2
FAS Wealth Partners
Kansas
$23.3M
3
AWM
3
Apollon Wealth Management
South Carolina
$20.4M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$43.7M
5
American Century Companies
5
American Century Companies
Missouri
$42.9M

Top Sellers

1
WFA
1
Websterrogers Financial Advisors
South Carolina
$16.8M
2
TA
2
TFB Advisors
Kansas
$0
3
PAS
3
Park Avenue Securities
New York
$47.2M
4
Jane Street
4
Jane Street
New York
$0
5
NL
5
NWAM LLC
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
51
Beacon Pointe Advisors
California
$4.41M +$1.23M +23,417 +39%
PFO
52
Pathstone Family Office
New Jersey
$4.23M +$764K +16,680 +22%
FNBSF
53
First National Bank Sioux Falls
South Dakota
$4.11M +$1.12M +21,205 +37%
TWP
54
Total Wealth Planning
Ohio
$4.01M +$8.06K +153 +0.2%
AFP
55
Ausdal Financial Partners
Iowa
$3.94M +$420K +7,966 +12%
SCM
56
SOL Capital Management
Maryland
$3.88M +$724K +13,733 +23%
CFO
57
Collective Family Office
Pennsylvania
$3.77M +$326K +6,187 +9%
MRWM
58
ML&R Wealth Management
Texas
$3.74M +$135K +2,569 +4%
Corient Private Wealth
59
Corient Private Wealth
Florida
$3.47M +$385K +7,312 +12%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$3.29M +$224K +4,250 +7%
BSW
61
Buckingham Strategic Wealth
Missouri
$3.16M +$47K +892 +2%
AWE
62
Avidian Wealth Enterprises
Texas
$3.06M +$262K +4,967 +9%
BA
63
Bridge Advisory
California
$2.74M +$69.7K +1,323 +3%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$2.52M +$114K +2,160 +5%
Creative Planning
65
Creative Planning
Kansas
$2.34M +$21.8K +413 +0.9%
VWA
66
Visionary Wealth Advisors
Illinois
$2.04M +$1.02M +19,375 +100%
BAM
67
Bayshore Asset Management
Florida
$2.01M +$71.1K +1,350 +4%
LEFP
68
Leading Edge Financial Planning
Tennessee
$2M +$2M +37,901 New
WFA
69
WMG Financial Advisors
Tennessee
$1.87M +$98.6K +1,872 +6%
MCM
70
Mattern Capital Management
Colorado
$1.71M -$174K -3,294 -9%
PL
71
Plancorp LLC
Missouri
$1.7M – – –
AFG
72
Altiora Financial Group
Ohio
$1.69M +$7.74K +147 +0.5%
CPWM
73
Cypress Point Wealth Management
Texas
$1.63M -$106K -2,006 -6%
PWM
74
Perigon Wealth Management
California
$1.57M +$137K +2,610 +10%
SSW
75
Stone Summit Wealth
Florida
$1.52M +$472K +8,963 +45%
1 2
3
4 5