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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

251 hedge funds and large institutions have $3.21B invested in Avantis US Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 138 increasing their positions, 46 reducing their positions, and 15 closing their positions.

Holders
251
Holders Change
+28
Holders Change %
+12.56%
% of All Funds
3.65%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.65%
New
46
Increased
138
Reduced
46
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Comerica Bank
1
Comerica Bank
Texas
$105M
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$105M
3
Ameriprise
3
Ameriprise
Minnesota
$45.8M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$438M
5
PLFA
5
Pacific Life Fund Advisors
California
$41.3M

Top Sellers

1
EWM
1
Executive Wealth Management
Michigan
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$1.36M
3
PFA
3
Pure Financial Advisors
California
$108M
4
SWP
4
ShoreHaven Wealth Partners
New Jersey
$8.45M
5
Stifel Financial
5
Stifel Financial
Missouri
$2.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
101
Jane Street
New York
$4.54M 72,300 +53,752 +290%
BSW
102
Buckingham Strategic Wealth
Missouri
$4.54M 72,245 +803 +1%
CTWM
103
Cherry Tree Wealth Management
Minnesota
$4.54M 72,218 +6,614 +10%
AFP
104
Ausdal Financial Partners
Iowa
$4.32M 68,756 -10,162 -13%
TWP
105
Total Wealth Planning
Ohio
$4.19M 63,861 -1,867 -3%
MWM
106
Meritas Wealth Management
California
$3.84M 61,044 +7,377 +14%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$3.81M 60,678 +3,932 +7%
Osaic Holdings
108
Osaic Holdings
Arizona
$3.73M 59,382 +52,256 +733%
KPP
109
Kings Path Partners
Texas
$3.71M 59,093 +59,093 New
PAG
110
Paladin Advisory Group
Iowa
$3.46M 55,096 +2,237 +4%
SSW
111
Stone Summit Wealth
Florida
$3.45M 54,886 +2,594 +5%
MFG
112
Midwest Financial Group
Kansas
$3.18M 50,638 +50,638 New
KAS
113
Kestra Advisory Services
Texas
$3.13M 49,761 +43,410 +684%
PFG
114
Prosperity Financial Group
California
$2.95M 46,951 +842 +2%
Stifel Financial
115
Stifel Financial
Missouri
$2.78M 44,300 -18,825 -30%
BAM
116
Bayshore Asset Management
Florida
$2.75M 43,693 -403 -0.9%
MA
117
Mutual Advisors
Nebraska
$2.72M 42,650 +42,650 New
FMN
118
Financial Management Network
California
$2.71M 43,102 +43,102 New
WFA
119
WMG Financial Advisors
Tennessee
$2.52M 40,099 +8,450 +27%
VAG
120
Vannoy Advisory Group
Texas
$2.5M 39,791 -963 -2%
RJA
121
Raymond James & Associates
Florida
$2.44M 38,811 +29,062 +298%
MHS
122
M Holdings Securities
Oregon
$2.31M 36,688 +36,688 New
CPL
123
CAP Partners LLC
Tennessee
$2.26M 36,021 +2,401 +7%
EFP
124
EnRich Financial Partners
Wisconsin
$2.08M 33,054 +6,697 +25%
PL
125
Plancorp LLC
Missouri
$2.03M 32,359 – –
3 4
5
6 7