AVLV icon

Avantis US Large Cap Value ETF

188 hedge funds and large institutions have $1.66B invested in Avantis US Large Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 87 increasing their positions, 35 reducing their positions, and 5 closing their positions.

Holders
188
Holders Change
+46
Holders Change %
+32.39%
% of All Funds
2.76%
Holding in Top 10
36
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+56.52%
% of All Funds
0.53%
New
53
Increased
87
Reduced
35
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KSWWM
51
Keyes Stange & Wooten Wealth Management
Florida
$8.03M +$8.03M +138,964 New
EWM
52
Echo Wealth Management
Minnesota
$7.75M +$1.92M +33,287 +33%
AWM
53
Austin Wealth Management
Texas
$7.41M +$1.86M +31,089 +34%
CWP
54
Concord Wealth Partners
Virginia
$7.41M -$2.08M -36,037 -22%
MWM
55
Modern Wealth Management
Kansas
$7.36M +$7.36M +127,401 New
SWA
56
Stratos Wealth Advisors
Ohio
$7.31M +$98.7K +1,709 +1%
CAMV
57
Concord Asset Management (Virginia)
Virginia
$6.98M -$1.39M -24,015 -17%
MGW
58
MB Generational Wealth
Washington
$6.73M +$6.73M +116,492 New
VWA
59
Valued Wealth Advisors
Utah
$6.54M +$6.54M +124,078 New
FWM
60
Fonville Wealth Management
Virginia
$6.31M +$6.31M +109,293 New
BPA
61
Beacon Pointe Advisors
California
$6.2M +$1.37M +23,667 +28%
PP
62
PrairieView Partners
Minnesota
$6.13M +$1.06M +18,374 +21%
FF
63
Financial Futures
New Jersey
$5.9M +$498K +8,618 +9%
GWM
64
Greenwich Wealth Management
Connecticut
$5.81M +$481K +8,321 +9%
FNBSF
65
First National Bank Sioux Falls
South Dakota
$5.75M +$1.24M +21,551 +28%
LFG
66
Larson Financial Group
Missouri
$5.26M -$308K -5,328 -6%
EVM
67
Evelyn V. Moreno
$5.08M +$5.08M +87,875 New
Pathstone Holdings
68
Pathstone Holdings
New Jersey
$5.04M +$5.04M +87,198 New
CFO
69
Collective Family Office
Pennsylvania
$4.98M +$844K +14,616 +20%
SCM
70
SOL Capital Management
Maryland
$4.91M +$662K +11,468 +16%
RFG
71
REAP Financial Group
Texas
$4.82M +$4.82M +83,534 New
CPA
72
Cardiff Park Advisors
California
$4.79M -$229K -3,964 -5%
MML Investors Services
73
MML Investors Services
Massachusetts
$4.64M +$3.2M +55,358 +222%
AFP
74
Ausdal Financial Partners
Iowa
$4.51M +$187K +3,237 +4%
MRWM
75
ML&R Wealth Management
Texas
$4.37M +$272K +4,715 +7%