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Avantis US Large Cap Value ETF

356 hedge funds and large institutions have $5.08B invested in Avantis US Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 211 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
63
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
MGW
101
MB Generational Wealth
Washington
$8.71M
BWMG
102
Bannerman Wealth Management Group
Texas
$8.68M
M1FG
103
Mach-1 Financial Group
Arkansas
$8.66M
FFO
104
Fortitude Family Office
Arizona
$8.45M
GWM
105
Greenwich Wealth Management
Connecticut
$8.12M
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$8.02M
SOWAS
107
Silver Oak Wealth Advisors Services
California
$8M
MML Investors Services
108
MML Investors Services
Massachusetts
$7.83M
FFG
109
Foundry Financial Group
New Hampshire
$7.77M
KFP
110
KMG Fiduciary Partners
Ohio
$7.46M
AC
111
Apella Capital
Connecticut
$7.41M
FF
112
Financial Futures
New Jersey
$7.22M
SCM
113
SOL Capital Management
Maryland
$7.18M
SI
114
Stephens Inc
Arkansas
$7.07M
FMN
115
Financial Management Network
California
$6.91M
Pathstone Holdings
116
Pathstone Holdings
New Jersey
$6.78M
SF
117
Synovus Financial
Georgia
$6.73M
QWM
118
Quadcap Wealth Management
Texas
$6.46M
YWM
119
Yardley Wealth Management
Pennsylvania
$6.39M
Corient Private Wealth
120
Corient Private Wealth
Florida
$6.38M
Creative Planning
121
Creative Planning
Kansas
$6.36M
CWP
122
Concord Wealth Partners
Virginia
$6.14M
PHWM
123
Pine Harbor Wealth Management
Maryland
$5.87M
KPP
124
Kings Path Partners
Texas
$5.84M
FFWA
125
Forthright Family Wealth Advisory
Texas
$5.74M