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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.

New
Increased
Maintained
Reduced
Closed
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
PCIA
1
Prime Capital Investment Advisors
Kansas
$105M
2
Comerica Bank
2
Comerica Bank
Texas
$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 Holding Trade Value Shares
Change 		Shares
Change %
CPWM
126
Cypress Point Wealth Management
Texas
$1.98M -$19.8K -315 -1%
HA
127
Herold Advisors
New York
$1.91M +$879K +13,985 +86%
AFG
128
Altiora Financial Group
Ohio
$1.86M +$3.46K +55 +0.2%
SFM
129
Signet Financial Management
New Jersey
$1.83M -$27.6K -440 -1%
GA
130
Greenspring Advisors
Maryland
$1.77M -$4.96K -79 -0.3%
CJH
131
Christopher J. Hasenberg
Wisconsin
$1.71M +$35.5K +565 +2%
MWM
132
Mattern Wealth Management
Kansas
$1.68M +$81.7K +1,300 +5%
ACM
133
Armbruster Capital Management
New York
$1.67M +$1.67M +26,560 New
CC
134
Callan Capital
California
$1.66M -$2.51K -40 -0.2%
THL
135
Tillman Hartley LLC
Colorado
$1.64M +$711K +11,307 +76%
NWM
136
Northwest Wealth Management
Iowa
$1.63M -$48.3K -769 -3%
CWA
137
Canvas Wealth Advisors
Kansas
$1.62M +$495K +7,736 +44%
SF
138
Synovus Financial
Georgia
$1.51M +$692K +11,018 +85%
TWA
139
TCI Wealth Advisors
Arizona
$1.51M +$1.51M +23,955 New
EH
140
Equitable Holdings
New York
$1.49M -$93.2K -1,483 -6%
SHFA
141
SC&H Financial Advisors
Maryland
$1.48M +$6.1K +97 +0.4%
KPWS
142
Kestra Private Wealth Services
Texas
$1.41M +$29.5K +470 +2%
UWM
143
USAdvisors Wealth Management
Minnesota
$1.4M +$33.3K +530 +2%
TIM
144
Tortoise Investment Management
New York
$1.37M +$129K +2,045 +10%
Renaissance Technologies
145
Renaissance Technologies
New York
$1.36M -$2.43M -38,700 -64%
NA
146
NewEdge Advisors
Louisiana
$1.36M +$133K +2,114 +11%
WRPWM
147
Werba Rubin Papier Wealth Management
California
$1.3M -$161K -2,558 -11%
GC
148
Guidance Capital
Kentucky
$1.28M +$1.28M +19,776 New
KFP
149
KMG Fiduciary Partners
Ohio
$1.26M +$1.26M +20,115 New
D.E. Shaw & Co
150
D.E. Shaw & Co
New York
$1.25M +$1.25M +19,901 New
4 5
6
7 8