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Avantis US Large Cap Value ETF

356 hedge funds and large institutions have $5.08B invested in Avantis US Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 211 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
63
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRB
76
Shotwell Rutter Baer
Michigan
$11.9M
AI
77
Atria Investments
North Carolina
$11.8M
FWM
78
Fonville Wealth Management
Virginia
$11.7M
KF
79
Krilogy Financial
Missouri
$11.5M
MWM
80
Modern Wealth Management
Kansas
$11.3M
MWM
81
McMill Wealth Management
Nebraska
$11.2M
AF
82
Apollon Financial
South Carolina
$11M
NRW
83
Nova R Wealth
Kansas
$11M
SP
84
Symmetry Partners
Connecticut
$11M
PWM
85
Perigon Wealth Management
California
$10.9M
CFO
86
Collective Family Office
Pennsylvania
$10.7M
AA
87
Armis Advisers
Georgia
$10.7M
KFP
88
Keener Financial Planning
Texas
$10.3M
SRC
89
Sage Rhino Capital
California
$10M
EWM
90
Echo Wealth Management
Minnesota
$9.88M
PWA
91
PCG Wealth Advisors
Kansas
$9.78M
BW
92
BostonPremier Wealth
Massachusetts
$9.72M
VWA
93
Valued Wealth Advisors
Utah
$9.57M
WWA
94
WCG Wealth Advisors
Nevada
$9.56M
MWM
95
Meritas Wealth Management
California
$9.41M
GAM
96
Gotham Asset Management
New York
$9.07M
KSWWM
97
Keyes Stange & Wooten Wealth Management
Florida
$8.89M
FDDB
98
Fidelity D&D Bancorp
Pennsylvania
$8.82M
FFA
99
Farther Finance Advisors
California
$8.76M
ATC
100
Advantage Trust Company
Kansas
$8.75M