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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

87 hedge funds and large institutions have $544M invested in Avantis US Large Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 43 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+31
Holders Change %
+55.36%
% of All Funds
1.4%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.21%
New
41
Increased
43
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$20.7M
2
BHWM
2
Beaird Harris Wealth Management
Texas
$20.9M
3
OCG
3
Opus Capital Group
Ohio
$13.2M
4
MWM
4
Merriman Wealth Management
Washington
$96.1M
5
FWP
5
FAS Wealth Partners
Kansas
$12.5M

Top Sellers

1
BWP
1
BSW Wealth Partners
Colorado
$0
2
PFA
2
Pure Financial Advisors
California
$92.3M
3
RA
3
RFG Advisory
Alabama
$0
4
Truist Financial
4
Truist Financial
North Carolina
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$218K +$218K +4,350 New
Osaic Holdings
77
Osaic Holdings
Arizona
$190K +$144K +2,874 +316%
BC
78
Burleson & Co
California
$142K +$142K +2,836 New
RWM
79
Ruedi Wealth Management
Illinois
$90.8K +$90.8K +1,809 New
TWA
80
TCI Wealth Advisors
Arizona
$75.3K +$75.3K +1,501 New
AFS
81
Annapolis Financial Services
Maryland
$46.4K +$46.4K +924 New
MFC
82
Morris Financial Concepts
South Carolina
$30K +$2.16K +43 +8%
LFA
83
Level Financial Advisors
New York
$19K +$2.07K +42 +12%
ADL
84
Asset Dedication LLC
California
$9K +$9K +180 New
LG
85
LAM Group
Oregon
$2.01K +$2.01K +40 New
SPIA
86
Steward Partners Investment Advisory
New York
$803 +$803 +16 New
Fidelity Investments
87
Fidelity Investments
Massachusetts
$50 +$50 +1 New
BWP
88
BSW Wealth Partners
Colorado
– -$16.9M -381,134 Closed
RA
89
RFG Advisory
Alabama
– -$1.05M -20,633 Closed
Truist Financial
90
Truist Financial
North Carolina
– -$738K -16,610 Closed
Goldman Sachs
91
Goldman Sachs
New York
– -$568K -12,795 Closed
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
– -$529K -11,911 Closed
TRCT
93
Tower Research Capital (TRC)
New York
– -$125K -2,815 Closed
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