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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

251 hedge funds and large institutions have $3.21B invested in Avantis US Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 138 increasing their positions, 46 reducing their positions, and 15 closing their positions.

Holders
251
Holders Change
+28
Holders Change %
+12.56%
% of All Funds
3.65%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.65%
New
46
Increased
138
Reduced
46
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Comerica Bank
1
Comerica Bank
Texas
$105M
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$105M
3
Ameriprise
3
Ameriprise
Minnesota
$45.8M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$438M
5
PLFA
5
Pacific Life Fund Advisors
California
$41.3M

Top Sellers

1
EWM
1
Executive Wealth Management
Michigan
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$1.36M
3
PFA
3
Pure Financial Advisors
California
$108M
4
SWP
4
ShoreHaven Wealth Partners
New Jersey
$8.45M
5
Stifel Financial
5
Stifel Financial
Missouri
$2.78M
Name Market Value Shares Shares
Change 		Shares
Change %
SRB
51
Shotwell Rutter Baer
Michigan
$12.3M 196,222 +869 +0.4%
HWMC
52
Heritage Wealth Management (California)
California
$12.3M 195,442 +8,333 +4%
WWA
53
WCG Wealth Advisors
Nevada
$12.2M 193,719 +44,813 +30%
NCM
54
Northland Capital Management
Minnesota
$12M 190,362 +47,664 +33%
LAM
55
Lifestyle Asset Management
Texas
$11.8M 187,983 +27,997 +17%
SXL
56
Summit X LLC
Missouri
$10.7M 169,381 +22,712 +15%
NRW
57
Nova R Wealth
Kansas
$10.6M 169,217 +2,138 +1%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$10.3M 163,115 +131,372 +414%
MWM
59
Modern Wealth Management
Kansas
$10.2M 161,648 +2,644 +2%
SC
60
Savant Capital
Illinois
$10.1M 160,791 -1,016 -0.6%
WAS
61
WESPAC Advisors SoCal
California
$10.1M 160,762 +5,815 +4%
WCA
62
Waypoint Capital Advisors
Minnesota
$9.83M 156,407 -8,819 -5%
PAG
63
Private Advisor Group
New Jersey
$9.71M 154,473 +20,481 +15%
SRC
64
Sage Rhino Capital
California
$9.67M 153,865 -753 -0.5%
RFG
65
REAP Financial Group
Texas
$9.59M 152,598 +23,932 +19%
AWM
66
Austin Wealth Management
Texas
$9.55M 149,750 +12,378 +9%
PWA
67
PCG Wealth Advisors
Kansas
$9.48M 150,801 +3,386 +2%
EWM
68
Echo Wealth Management
Minnesota
$9.27M 147,527 +11,502 +8%
KIM
69
Kestra Investment Management
Texas
$9.24M 147,099 +147,099 New
FWM
70
Fonville Wealth Management
Virginia
$9.02M 143,569 +18,987 +15%
AF
71
Apollon Financial
South Carolina
$8.83M 140,583 +32,479 +30%
VWA
72
Valued Wealth Advisors
Utah
$8.76M 139,406 +2,694 +2%
FNBSF
73
First National Bank Sioux Falls
South Dakota
$8.54M 135,863 +15,047 +12%
SWP
74
ShoreHaven Wealth Partners
New Jersey
$8.45M 134,404 -23,464 -15%
MGW
75
MB Generational Wealth
Washington
$8.43M 134,117 +1,595 +1%
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