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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

277 hedge funds and large institutions have $3.81B invested in Avantis US Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 157 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+26
Holders Change %
+10.36%
% of All Funds
4.01%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.72%
New
46
Increased
157
Reduced
52
Closed
17
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$7K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$107M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$507M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$117M
4
LFS
4
Legacy Financial Strategies
Kansas
$31.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$38M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$106M
2
WAS
2
WESPAC Advisors SoCal
California
$356K
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$103M
4
Comerica Bank
4
Comerica Bank
Texas
$104M
5
AFP
5
Ausdal Financial Partners
Iowa
$851K
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
126
WMG Financial Advisors
Tennessee
$3.13M +$494K +7,500 +19%
EFP
127
EnRich Financial Partners
Wisconsin
$3.07M +$890K +13,525 +41%
PFG
128
Prosperity Financial Group
California
$3.06M -$28K -425 -0.9%
EFG
129
Elios Financial Group
Ohio
$3.01M +$3.01M +45,679 New
SP
130
Symmetry Partners
Connecticut
$2.99M +$2.99M +45,411 New
BAM
131
Bayshore Asset Management
Florida
$2.9M +$23.4K +356 +0.8%
WRPWM
132
Werba Rubin Papier Wealth Management
California
$2.66M +$1.3M +19,774 +96%
VAG
133
Vannoy Advisory Group
Texas
$2.62M +$3.56K +54 +0.1%
CPL
134
CAP Partners LLC
Tennessee
$2.49M +$120K +1,821 +5%
Jones Financial Companies
135
Jones Financial Companies
Missouri
$2.35M +$1.22M +18,577 +108%
KPWS
136
Kestra Private Wealth Services
Texas
$2.35M +$874K +13,271 +59%
PL
137
Plancorp LLC
Missouri
$2.34M +$211K +3,200 +10%
NFG
138
Nations Financial Group
Iowa
$2.2M +$930K +14,131 +73%
AWM
139
Axxcess Wealth Management
California
$2.18M +$904K +13,737 +71%
FFA
140
Farther Finance Advisors
California
$2.12M +$824K +12,516 +64%
CPWM
141
Cypress Point Wealth Management
Texas
$2.07M +$66 +1 +0%
DAS
142
Dynamic Advisor Solutions
Arizona
$2.05M +$1.2M +18,215 +140%
HA
143
Herold Advisors
New York
$1.98M -$15.8K -240 -0.8%
PP
144
Prosperity Planning
Missouri
$1.92M +$1.13M +17,166 +143%
SFM
145
Signet Financial Management
New Jersey
$1.92M -$3.49K -53 -0.2%
CJH
146
Christopher J. Hasenberg
Wisconsin
$1.9M +$116K +1,759 +6%
GA
147
Greenspring Advisors
Maryland
$1.85M – – –
TWA
148
TCI Wealth Advisors
Arizona
$1.8M +$224K +3,400 +14%
ACM
149
Armbruster Capital Management
New York
$1.79M +$36.9K +560 +2%
CC
150
Callan Capital
California
$1.72M -$21.2K -322 -1%
4 5
6
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