AVLV icon

Avantis US Large Cap Value ETF

371 hedge funds and large institutions have $7.26B invested in Avantis US Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 204 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+15
Holders Change %
+4.21%
% of All Funds
4.97%
Holding in Top 10
60
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.76%
% of All Funds
0.8%
New
44
Increased
204
Reduced
92
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCWM
51
Willow Creek Wealth Management
California
$28.5M +$2.48M +36,396 +10%
SB
52
Strategic Blueprint
Georgia
$24.2M +$1.91M +27,996 +9%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$23.7M +$1.65M +24,228 +7%
FWM
54
Fortress Wealth Management
California
$23.6M -$525K -7,698 -2%
CPIG
55
Chicago Partners Investment Group
Illinois
$22.8M -$255K -3,634 -1%
FFA
56
Farther Finance Advisors
California
$22.5M +$13.4M +196,337 +147%
AWM
57
Austin Wealth Management
Texas
$21.6M +$6.52M +93,971 +43%
Wells Fargo
58
Wells Fargo
California
$20.4M -$24.3M -356,919 -54%
ME
59
McIlrath & Eck
Washington
$19.4M -$221K -3,236 -1%
LEFP
60
Leading Edge Financial Planning
Tennessee
$18.8M +$1.2M +17,562 +7%
AAP
61
Arax Advisory Partners
Colorado
$18.6M +$1.18M +17,363 +7%
SXL
62
Summit X LLC
Missouri
$18.1M +$2.23M +32,723 +14%
AA
63
Aire Advisors
California
$17.3M -$652K -9,565 -4%
ICMP
64
Integrated Capital Management (Pennsylvania)
Pennsylvania
$17.3M -$118K -1,724 -0.7%
SWP
65
ShoreHaven Wealth Partners
New Jersey
$17M +$1.95M +28,652 +13%
TCTWM
66
Three Cord True Wealth Management
Pennsylvania
$16.9M +$1.08M +15,777 +7%
WI
67
WJ Interests
Texas
$16.6M -$148K -2,175 -0.9%
OA
68
Oceanside Advisors
South Carolina
$16.3M +$228K +3,336 +1%
HighTower Advisors
69
HighTower Advisors
Illinois
$15.9M +$1.11M +16,236 +7%
AFA
70
Arlington Financial Advisors
California
$15.8M -$620K -9,086 -4%
NCM
71
Northland Capital Management
Minnesota
$15.1M +$1.51M +22,147 +11%
SP
72
Symmetry Partners
Connecticut
$15M +$3.51M +51,388 +31%
SRB
73
Shotwell Rutter Baer
Michigan
$14.5M +$272K +3,893 +2%
FWM
74
Fonville Wealth Management
Virginia
$14.3M +$2.13M +31,238 +17%
FNBSF
75
First National Bank Sioux Falls
South Dakota
$14.2M +$671K +9,840 +5%