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Avantis US Large Cap Value ETF

371 hedge funds and large institutions have $7.26B invested in Avantis US Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 204 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
60
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
MML Investors Services
101
MML Investors Services
Massachusetts
$9.86M
SRC
102
Sage Rhino Capital
California
$9.6M
BWMG
103
Bannerman Wealth Management Group
Texas
$9.55M
KSWWM
104
Keyes Stange & Wooten Wealth Management
Florida
$9.5M
ATC
105
Advantage Trust Company
Kansas
$9.45M
GWM
106
Greenwich Wealth Management
Connecticut
$9.17M
CAC
107
Certified Advisory Corp
Florida
$8.86M
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$8.49M
FF
109
Financial Futures
New Jersey
$8.42M
FFG
110
Foundry Financial Group
New Hampshire
$8.33M
KPP
111
Kings Path Partners
Texas
$8.27M
KFP
112
KMG Fiduciary Partners
Ohio
$8.26M
SI
113
Stephens Inc
Arkansas
$8.25M
UWPG
114
Ullmann Wealth Partners Group
Florida
$8.22M
FMN
115
Financial Management Network
California
$8.14M
SWM
116
Sentinel Wealth Management
Virginia
$8.07M
Pathstone Holdings
117
Pathstone Holdings
New Jersey
$7.95M
QWM
118
Quadcap Wealth Management
Texas
$7.85M
SCM
119
SOL Capital Management
Maryland
$7.8M
Osaic Holdings
120
Osaic Holdings
Arizona
$7.77M
PHWM
121
Pine Harbor Wealth Management
Maryland
$7.72M
SOWAS
122
Silver Oak Wealth Advisors Services
California
$7.24M
Creative Planning
123
Creative Planning
Kansas
$7M
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$6.97M
YWM
125
Yardley Wealth Management
Pennsylvania
$6.92M