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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

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.

Holders
371
Holders Change
+15
Holders Change %
+4.21%
% of All Funds
4.98%
Holding in Top 10
60
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.76%
% of All Funds
0.81%
New
44
Increased
204
Reduced
92
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.1B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$751M
3
Cerity Partners
3
Cerity Partners
New York
$151M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$105M
5
PAS
5
Park Avenue Securities
New York
$50.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$20.4M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$673M
3
BDWCC
3
B&D White Capital Company
Texas
$5.52M
4
PAG
4
Private Advisor Group
New Jersey
$3.66M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
126
Synovus Financial
Georgia
$6.83M -$211K -3,093 -3%
RW
127
Ridgeline Wealth
Arizona
$6.79M +$6.79M +99,489 New
AHC
128
Anderson Hoagland & Co
Missouri
$6.78M +$38.9K +570 +0.6%
NFG
129
Nations Financial Group
Iowa
$6.75M +$802K +11,752 +13%
KCPG
130
Kavar Capital Partners Group
Kansas
$6.74M +$6.74M +98,813 New
CWP
131
Concord Wealth Partners
Virginia
$6.41M -$10.4K -153 -0.2%
CAMV
132
Concord Asset Management (Virginia)
Virginia
$6.41M +$391K +5,735 +6%
AC
133
AlphaCore Capital
California
$6.28M +$6.15M +90,130 +4,776%
VF
134
Vestment Financial
Minnesota
$6.25M +$438K +6,328 +8%
CA
135
Clune & Associates
Illinois
$6.23M +$398K +5,833 +7%
PPWP
136
Premier Path Wealth Partners
New Jersey
$6.09M +$170K +2,489 +3%
FFWA
137
Forthright Family Wealth Advisory
Texas
$5.9M -$108K -1,589 -2%
Stifel Financial
138
Stifel Financial
Missouri
$5.74M +$1.04M +15,253 +22%
CTWM
139
Cherry Tree Wealth Management
Minnesota
$5.72M +$255K +3,733 +5%
BDWCC
140
B&D White Capital Company
Texas
$5.52M -$16.5M -242,616 -75%
CPA
141
Cardiff Park Advisors
California
$5.51M -$37K -542 -0.7%
PF
142
PlanWiser Financial
Colorado
$5.41M -$83.9K -1,194 -2%
FFO
143
Fortitude Family Office
Arizona
$5.36M -$3.48M -51,009 -39%
LFG
144
Larson Financial Group
Missouri
$5.28M -$307K -4,508 -6%
WPIC
145
White Pine Investment Company
Michigan
$5.27M +$5.27M +77,303 New
SWP
146
Summit Wealth Partners
Florida
$5.26M +$2.36M +34,532 +81%
EFP
147
EnRich Financial Partners
Wisconsin
$5.24M +$1.03M +15,150 +25%
BAG
148
Bridgewealth Advisory Group
California
$5.03M +$2.56M +37,536 +104%
TWP
149
Total Wealth Planning
Ohio
$4.99M +$949K +13,907 +23%
PP
150
Prosperity Planning
Missouri
$4.57M +$685K +10,038 +18%
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