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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
Holders Change %
% of All Funds
Holding in Top 10
60
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
HWMC
76
Heritage Wealth Management (California)
California
$14.1M
AC
77
Apella Capital
Connecticut
$13.9M
NA
78
NewEdge Advisors
Louisiana
$13.9M
KFP
79
Keener Financial Planning
Texas
$13.6M
Corient Private Wealth
80
Corient Private Wealth
Florida
$13.2M
WFA
81
Websterrogers Financial Advisors
South Carolina
$13.1M
BPA
82
Beacon Pointe Advisors
California
$12.9M
MWM
83
McMill Wealth Management
Nebraska
$12.8M
RFG
84
REAP Financial Group
Texas
$12.3M
NRW
85
Nova R Wealth
Kansas
$12.1M
CFO
86
Collective Family Office
Pennsylvania
$12M
GFA
87
Gallagher Fiduciary Advisors
Illinois
$12M
AF
88
Apollon Financial
South Carolina
$11.9M
KF
89
Krilogy Financial
Missouri
$11.8M
AI
90
Atria Investments
North Carolina
$11.5M
AA
91
Armis Advisers
Georgia
$11.5M
MWM
92
Modern Wealth Management
Kansas
$11.4M
PWM
93
Perigon Wealth Management
California
$11.2M
FDDB
94
Fidelity D&D Bancorp
Pennsylvania
$11M
VWA
95
Valued Wealth Advisors
Utah
$10.9M
MWM
96
Meritas Wealth Management
California
$10.8M
EWM
97
Echo Wealth Management
Minnesota
$10.7M
BW
98
BostonPremier Wealth
Massachusetts
$10.4M
M1FG
99
Mach-1 Financial Group
Arkansas
$10.1M
WWA
100
WCG Wealth Advisors
Nevada
$10M