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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

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
4.98%
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
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$681M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$638M
3
Cerity Partners
Cerity Partners
New York
+$149M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$105M
5
PAS
Park Avenue Securities
New York
+$50.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$24.3M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$18M
3
BDWCC
B&D White Capital Company
Texas
-$16.5M
4
PAG
Private Advisor Group
New Jersey
-$15.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMC
76
Heritage Wealth Management (California)
California
$14.1M +$723K +10,600 +5%
AC
77
Apella Capital
Connecticut
$13.9M +$5.66M +81,958 +68%
NA
78
NewEdge Advisors
Louisiana
$13.9M -$2.6M -38,133 -16%
KFP
79
Keener Financial Planning
Texas
$13.6M +$2.85M +41,849 +27%
Corient Private Wealth
80
Corient Private Wealth
Florida
$13.2M +$6.54M +95,915 +98%
WFA
81
Websterrogers Financial Advisors
South Carolina
$13.1M +$9.89K +145 +0.1%
BPA
82
Beacon Pointe Advisors
California
$12.9M +$192K +2,809 +2%
MWM
83
McMill Wealth Management
Nebraska
$12.8M +$1.16M +16,998 +10%
RFG
84
REAP Financial Group
Texas
$12.3M -$152K -2,228 -1%
NRW
85
Nova R Wealth
Kansas
$12.1M +$569K +8,336 +5%
CFO
86
Collective Family Office
Pennsylvania
$12M +$805K +11,804 +7%
GFA
87
Gallagher Fiduciary Advisors
Illinois
$12M -$768K -11,264 -6%
AF
88
Apollon Financial
South Carolina
$11.9M +$327K +4,788 +3%
KF
89
Krilogy Financial
Missouri
$11.8M -$206K -3,021 -2%
AI
90
Atria Investments
North Carolina
$11.5M -$843K -12,363 -7%
AA
91
Armis Advisers
Georgia
$11.5M +$272K +3,990 +2%
MWM
92
Modern Wealth Management
Kansas
$11.4M -$369K -5,410 -3%
PWM
93
Perigon Wealth Management
California
$11.2M -$119K -1,744 -1%
FDDB
94
Fidelity D&D Bancorp
Pennsylvania
$11M +$1.82M +26,691 +20%
VWA
95
Valued Wealth Advisors
Utah
$10.9M +$905K +13,273 +9%
MWM
96
Meritas Wealth Management
California
$10.8M +$965K +14,145 +10%
EWM
97
Echo Wealth Management
Minnesota
$10.7M +$338K +4,950 +3%
BW
98
BostonPremier Wealth
Massachusetts
$10.4M +$229K +3,355 +2%
M1FG
99
Mach-1 Financial Group
Arkansas
$10.1M +$1.09M +15,941 +12%
WWA
100
WCG Wealth Advisors
Nevada
$10M +$37.9K +555 +0.4%
2 3
4
5 6