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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

342 hedge funds and large institutions have $4.38B invested in Avantis US Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 166 increasing their positions, 68 reducing their positions, and 7 closing their positions.

Holders
342
Holders Change
+65
Holders Change %
+23.47%
% of All Funds
4.55%
Holding in Top 10
60
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20%
% of All Funds
0.8%
New
77
Increased
166
Reduced
68
Closed
7
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$14K

Top Buyers

1
PP
1
PrairieView Partners
Minnesota
$82.1M
2
Raymond James Financial
2
Raymond James Financial
Florida
$45.3M
3
WMN
3
Wealth Management Nebraska
Nebraska
$36.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$545M
5
LPL Financial
5
LPL Financial
California
$127M

Top Sellers

1
PLFA
1
Pacific Life Fund Advisors
California
$28.8M
2
HIP
2
HUB Investment Partners
Texas
$64.9M
3
PFA
3
Pure Financial Advisors
California
$107M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$101M
5
Comerica Bank
5
Comerica Bank
Texas
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
101
Osaic Holdings
Arizona
$7.9M 118,358 +34,566 +41%
GWM
102
Greenwich Wealth Management
Connecticut
$7.8M 116,835 +3,365 +3%
BPA
103
Beacon Pointe Advisors
California
$7.76M 116,274 -2,906 -2%
FFG
104
Foundry Financial Group
New Hampshire
$7.74M 115,900 +4,979 +4%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$7.68M 115,040 +115,040 New
MWM
106
Meritas Wealth Management
California
$7.64M 114,385 +20,749 +22%
YWM
107
Yardley Wealth Management
Pennsylvania
$7.48M 112,161 +18,269 +19%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$7.38M 110,492 +19,274 +21%
ATC
109
Advantage Trust Company
Kansas
$7.37M 110,446 +47,054 +74%
SCM
110
SOL Capital Management
Maryland
$7.36M 110,237 +3,383 +3%
FF
111
Financial Futures
New Jersey
$7.22M 108,143 +3,927 +4%
KFP
112
KMG Fiduciary Partners
Ohio
$6.8M 101,795 +6,416 +7%
FFO
113
Fortitude Family Office
Arizona
$6.71M 100,447 +19,607 +24%
Creative Planning
114
Creative Planning
Kansas
$6.65M 99,617 +2,077 +2%
AHC
115
Anderson Hoagland & Co
Missouri
$6.63M 95,527 +1,111 +1%
Pathstone Holdings
116
Pathstone Holdings
New Jersey
$6.61M 95,286 -1,318 -1%
Corient Private Wealth
117
Corient Private Wealth
Florida
$6.35M 95,088 +1,314 +1%
CWP
118
Concord Wealth Partners
Virginia
$5.99M 89,636 -305 -0.3%
FFWA
119
Forthright Family Wealth Advisory
Texas
$5.79M 86,642 +2,160 +3%
PPWP
120
Premier Path Wealth Partners
New Jersey
$5.64M 84,542 +3,379 +4%
FMN
121
Financial Management Network
California
$5.59M 83,057 +18,700 +29%
LFG
122
Larson Financial Group
Missouri
$5.53M 82,852 -1,991 -2%
CAMV
123
Concord Asset Management (Virginia)
Virginia
$5.52M 82,616 -655 -0.8%
KPP
124
Kings Path Partners
Texas
$5.49M 82,231 +19,121 +30%
CA
125
Clune & Associates
Illinois
$5.46M 81,769 +81,769 New
3 4
5
6 7