AVLV icon

Avantis US Large Cap Value ETF

223 hedge funds and large institutions have $2.6B invested in Avantis US Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 116 increasing their positions, 52 reducing their positions, and 8 closing their positions.

Holders
223
Holders Change
+35
Holders Change %
+18.62%
% of All Funds
3.23%
Holding in Top 10
43
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+19.44%
% of All Funds
0.62%
New
45
Increased
116
Reduced
52
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
101
Bayshore Asset Management
Florida
$2.83M +$298K +4,645 +12%
VAG
102
Vannoy Advisory Group
Texas
$2.62M -$45.6K -710 -2%
FFG
103
Foundry Financial Group
New Hampshire
$2.31M +$967K +15,042 +72%
CPL
104
CAP Partners LLC
Tennessee
$2.16M +$42.4K +660 +2%
PL
105
Plancorp LLC
Missouri
$2.08M
CPWM
106
Cypress Point Wealth Management
Texas
$2.04M +$52.6K +819 +3%
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$2.04M -$9.9M -154,027 -83%
WFA
108
WMG Financial Advisors
Tennessee
$2.03M -$267K -4,162 -12%
SFM
109
Signet Financial Management
New Jersey
$1.9M +$65.5K +1,019 +4%
AFG
110
Altiora Financial Group
Ohio
$1.9M -$20.8K -324 -1%
GA
111
Greenspring Advisors
Maryland
$1.81M +$1.05M +16,415 +139%
NWM
112
Northwest Wealth Management
Iowa
$1.71M -$17.2K -268 -1%
CJH
113
Christopher J. Hasenberg
Wisconsin
$1.71M -$158K -2,454 -8%
CC
114
Callan Capital
California
$1.7M -$625K -9,728 -27%
EFP
115
EnRich Financial Partners
Wisconsin
$1.69M -$65.1K -1,013 -4%
MWM
116
Mattern Wealth Management
Kansas
$1.64M +$11.6K +181 +0.7%
EH
117
Equitable Holdings
New York
$1.62M -$54.8K -853 -3%
Corient Private Wealth
118
Corient Private Wealth
Florida
$1.53M -$2.98M -46,440 -66%
SHFA
119
SC&H Financial Advisors
Maryland
$1.51M +$5.21K +81 +0.3%
WRPWM
120
Werba Rubin Papier Wealth Management
California
$1.49M +$381K +5,926 +34%
KPWS
121
Kestra Private Wealth Services
Texas
$1.41M +$1.41M +21,906 New
UWM
122
USAdvisors Wealth Management
Minnesota
$1.39M -$51.5K -805 -4%
AAS
123
Avantax Advisory Services
Texas
$1.39M +$773K +12,027 +125%
TIM
124
Tortoise Investment Management
New York
$1.27M +$54.9K +855 +5%
NA
125
NewEdge Advisors
Louisiana
$1.25M +$50.9K +792 +4%