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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 %
SRC
101
Sage Rhino Capital
California
$9.6M 140,787 -13,081 -9%
BWMG
102
Bannerman Wealth Management Group
Texas
$9.55M 139,950 +6,815 +5%
KSWWM
103
Keyes Stange & Wooten Wealth Management
Florida
$9.5M 139,336 +2,973 +2%
ATC
104
Advantage Trust Company
Kansas
$9.45M 138,517 +4,383 +3%
GWM
105
Greenwich Wealth Management
Connecticut
$9.17M 134,470 +9,946 +8%
CAC
106
Certified Advisory Corp
Florida
$8.86M 129,862 +88,649 +215%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$8.49M 124,477 +1,539 +1%
FF
108
Financial Futures
New Jersey
$8.42M 123,404 +12,615 +11%
FFG
109
Foundry Financial Group
New Hampshire
$8.33M 122,176 +2,966 +2%
KPP
110
Kings Path Partners
Texas
$8.27M 121,268 +31,702 +35%
KFP
111
KMG Fiduciary Partners
Ohio
$8.26M 121,158 +6,819 +6%
SI
112
Stephens Inc
Arkansas
$8.25M 120,947 +12,480 +12%
UWPG
113
Ullmann Wealth Partners Group
Florida
$8.22M 120,556 +103,013 +587%
FMN
114
Financial Management Network
California
$8.14M 116,644 -2,509 -2%
SWM
115
Sentinel Wealth Management
Virginia
$8.07M 118,316 +118,316 New
Pathstone Holdings
116
Pathstone Holdings
New Jersey
$7.95M 116,606 +12,648 +12%
QWM
117
Quadcap Wealth Management
Texas
$7.85M 115,045 +16,047 +16%
SCM
118
SOL Capital Management
Maryland
$7.8M 114,378 +4,190 +4%
Osaic Holdings
119
Osaic Holdings
Arizona
$7.77M 116,332 +83,557 +255%
PHWM
120
Pine Harbor Wealth Management
Maryland
$7.72M 113,182 +23,220 +26%
SOWAS
121
Silver Oak Wealth Advisors Services
California
$7.24M 106,153 -16,527 -13%
Creative Planning
122
Creative Planning
Kansas
$7M 102,677 +5,137 +5%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$6.97M 102,153 -125,558 -55%
YWM
124
Yardley Wealth Management
Pennsylvania
$6.93M 101,523 +3,597 +4%
SF
125
Synovus Financial
Georgia
$6.83M 100,038 -3,093 -3%
3 4
5
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