AVLV icon

Avantis US Large Cap Value ETF

342 hedge funds and large institutions have $4.38B invested in Avantis US Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 166 increasing their positions, 68 reducing their positions, and 7 closing their positions.

Holders
342
Holders Change
+65
Holders Change %
+23.47%
% of All Funds
4.55%
Holding in Top 10
60
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20%
% of All Funds
0.8%
New
77
Increased
166
Reduced
68
Closed
7
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$14K
Name Market Value Shares Shares
Change
Shares
Change %
LEFP
51
Leading Edge Financial Planning
Tennessee
$16.3M 244,838 +6,734 +3%
PAG
52
Private Advisor Group
New Jersey
$16M 239,085 +46,559 +24%
AFA
53
Arlington Financial Advisors
California
$15.8M 237,244 +5,485 +2%
HighTower Advisors
54
HighTower Advisors
Illinois
$15.5M 232,562 +3,807 +2%
OA
55
Oceanside Advisors
South Carolina
$15.5M 231,933 +2,072 +0.9%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$15M 225,194 +225,194 New
NA
57
NewEdge Advisors
Louisiana
$15M 224,602 +152,939 +213%
WI
58
WJ Interests
Texas
$14.7M 220,299 +11,282 +5%
TCTWM
59
Three Cord True Wealth Management
Pennsylvania
$14.3M 214,564 +214,564 New
SRB
60
Shotwell Rutter Baer
Michigan
$13.6M 203,485 -477 -0.2%
AWM
61
Austin Wealth Management
Texas
$13.2M 190,076 +18,202 +11%
NCM
62
Northland Capital Management
Minnesota
$13.2M 197,058 -20,176 -9%
KIM
63
Kestra Investment Management
Texas
$13M 195,004 -259 -0.1%
HWMC
64
Heritage Wealth Management (California)
California
$12.7M 190,424 -9,639 -5%
SC
65
Savant Capital
Illinois
$12.2M 182,498 +21,769 +14%
GFA
66
Gallagher Fiduciary Advisors
Illinois
$12.2M 182,245 -4,748 -3%
AI
67
Atria Investments
North Carolina
$12.1M 181,724 -5,473 -3%
PWM
68
Perigon Wealth Management
California
$11.8M 171,827 +29,818 +21%
FNBSF
69
First National Bank Sioux Falls
South Dakota
$11.8M 176,862 +19,181 +12%
BDWCC
70
B&D White Capital Company
Texas
$11.8M 176,748 +113,406 +179%
KF
71
Krilogy Financial
Missouri
$11.6M 173,877 +173,877 New
EWM
72
Executive Wealth Management
Michigan
$11.5M 172,862 +14,797 +9%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$11.4M 170,256 -23,110 -12%
MWM
74
Modern Wealth Management
Kansas
$11.3M 169,568 +3,844 +2%
NRW
75
Nova R Wealth
Kansas
$11.2M 167,383 -2,138 -1%