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Avantis US Large Cap Value ETF

393 hedge funds and large institutions have $7.72B invested in Avantis US Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 219 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
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
PHWM
101
Pine Harbor Wealth Management
Maryland
$10.6M
BWMG
102
Bannerman Wealth Management Group
Texas
$10.6M
Pathstone Holdings
103
Pathstone Holdings
New Jersey
$10.4M
KSWWM
104
Keyes Stange & Wooten Wealth Management
Florida
$10.2M
SRC
105
Sage Rhino Capital
California
$9.99M
GWM
106
Greenwich Wealth Management
Connecticut
$9.77M
FF
107
Financial Futures
New Jersey
$9.36M
PWA
108
PCG Wealth Advisors
Kansas
$9.23M
FFG
109
Foundry Financial Group
New Hampshire
$9.2M
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$9.19M
MGW
111
MB Generational Wealth
Washington
$9.16M
SWM
112
Sentinel Wealth Management
Virginia
$9.06M
KFP
113
KMG Fiduciary Partners
Ohio
$8.9M
SI
114
Stephens Inc
Arkansas
$8.88M
Creative Planning
115
Creative Planning
Kansas
$8.18M
FMN
116
Financial Management Network
California
$8.16M
FFWA
117
Forthright Family Wealth Advisory
Texas
$8.09M
SOWAS
118
Silver Oak Wealth Advisors Services
California
$7.87M
QWM
119
Quadcap Wealth Management
Texas
$7.82M
BDWCC
120
B&D White Capital Company
Texas
$7.72M
NFG
121
Nations Financial Group
Iowa
$7.71M
RW
122
Ridgeline Wealth
Arizona
$7.63M
SF
123
Synovus Financial
Georgia
$7.39M
AHC
124
Anderson Hoagland & Co
Missouri
$7.28M
CTWM
125
Cherry Tree Wealth Management
Minnesota
$7.13M