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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

368 hedge funds and large institutions have $7.18B invested in Avantis US Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 202 increasing their positions, 92 reducing their positions, and 24 closing their positions.

Holders
368
Holders Change
+12
Holders Change %
+3.37%
% of All Funds
4.94%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
0.79%
New
43
Increased
202
Reduced
92
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.1B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$751M
3
Cerity Partners
3
Cerity Partners
New York
$151M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$105M
5
PAS
5
Park Avenue Securities
New York
$50.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$20.4M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$673M
3
BDWCC
3
B&D White Capital Company
Texas
$5.52M
4
PAG
4
Private Advisor Group
New Jersey
$3.66M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$126M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
76
Apella Capital
Connecticut
$13.9M 201,785 +81,958 +68%
NA
77
NewEdge Advisors
Louisiana
$13.9M 203,475 -38,133 -16%
KFP
78
Keener Financial Planning
Texas
$13.6M 199,443 +41,849 +27%
Corient Private Wealth
79
Corient Private Wealth
Florida
$13.2M 193,769 +95,915 +98%
WFA
80
Websterrogers Financial Advisors
South Carolina
$13.1M 191,426 +145 +0.1%
BPA
81
Beacon Pointe Advisors
California
$12.9M 189,111 +2,809 +2%
MWM
82
McMill Wealth Management
Nebraska
$12.8M 188,273 +16,998 +10%
RFG
83
REAP Financial Group
Texas
$12.3M 179,983 -2,228 -1%
NRW
84
Nova R Wealth
Kansas
$12.1M 177,298 +8,336 +5%
CFO
85
Collective Family Office
Pennsylvania
$12M 175,944 +11,804 +7%
GFA
86
Gallagher Fiduciary Advisors
Illinois
$12M 175,445 -11,264 -6%
AF
87
Apollon Financial
South Carolina
$11.9M 174,053 +4,788 +3%
KF
88
Krilogy Financial
Missouri
$11.8M 173,321 -3,021 -2%
AI
89
Atria Investments
North Carolina
$11.5M 168,998 -12,363 -7%
AA
90
Armis Advisers
Georgia
$11.5M 168,064 +3,990 +2%
MWM
91
Modern Wealth Management
Kansas
$11.4M 167,805 -5,410 -3%
PWM
92
Perigon Wealth Management
California
$11.2M 164,818 -1,744 -1%
FDDB
93
Fidelity D&D Bancorp
Pennsylvania
$11M 161,993 +26,691 +20%
VWA
94
Valued Wealth Advisors
Utah
$10.9M 160,038 +13,273 +9%
MWM
95
Meritas Wealth Management
California
$10.8M 158,384 +14,145 +10%
EWM
96
Echo Wealth Management
Minnesota
$10.7M 156,424 +4,950 +3%
BW
97
BostonPremier Wealth
Massachusetts
$10.4M 152,346 +3,355 +2%
M1FG
98
Mach-1 Financial Group
Arkansas
$10.1M 148,795 +15,941 +12%
WWA
99
WCG Wealth Advisors
Nevada
$10M 147,151 +555 +0.4%
MML Investors Services
100
MML Investors Services
Massachusetts
$9.86M 144,540 +24,416 +20%
2 3
4
5 6