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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

342 hedge funds and large institutions have $4.38B invested in Avantis US Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 166 increasing their positions, 68 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+65
Holders Change %
+23.47%
% of All Funds
4.55%
Holding in Top 10
60
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20%
% of All Funds
0.8%
New
77
Increased
166
Reduced
68
Closed
7
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$14K

Top Buyers

1
PP
1
PrairieView Partners
Minnesota
$82.1M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$545M
3
LPL Financial
3
LPL Financial
California
$127M
4
Bank of America
4
Bank of America
North Carolina
$70.6M
5
VAMG
5
Voisard Asset Management Group
Michigan
$21.2M

Top Sellers

1
PLFA
1
Pacific Life Fund Advisors
California
$28.8M
2
HIP
2
HUB Investment Partners
Texas
$64.9M
3
PFA
3
Pure Financial Advisors
California
$107M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$101M
5
Comerica Bank
5
Comerica Bank
Texas
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
126
Cardiff Park Advisors
California
$5.41M +$18K +269 +0.3%
Focus Partners Wealth
127
Focus Partners Wealth
Massachusetts
$5.4M +$580K +8,689 +12%
CTWM
128
Cherry Tree Wealth Management
Minnesota
$5.17M -$30.8K -462 -0.6%
VF
129
Vestment Financial
Minnesota
$5.07M +$5.07M +75,428 New
FFA
130
Farther Finance Advisors
California
$4.73M +$2.58M +38,709 +120%
PHWM
131
Pine Harbor Wealth Management
Maryland
$4.68M +$4.68M +70,151 New
MML Investors Services
132
MML Investors Services
Massachusetts
$4.59M -$203K -3,043 -4%
MFG
133
Midwest Financial Group
Kansas
$4.3M +$449K +6,725 +12%
SSW
134
Stone Summit Wealth
Florida
$4.28M +$138K +2,072 +3%
NFG
135
Nations Financial Group
Iowa
$4.03M +$1.8M +26,984 +81%
TWP
136
Total Wealth Planning
Ohio
$4.01M -$118K -1,767 -3%
PAG
137
Paladin Advisory Group
Iowa
$3.97M +$48.3K +724 +1%
PPW
138
Pasadena Private Wealth
California
$3.71M +$364K +5,449 +11%
WFA
139
WMG Financial Advisors
Tennessee
$3.66M +$485K +7,259 +15%
Stifel Financial
140
Stifel Financial
Missouri
$3.64M +$214K +3,207 +6%
EFP
141
EnRich Financial Partners
Wisconsin
$3.62M +$508K +7,601 +16%
SF
142
Synovus Financial
Georgia
$3.48M +$159K +2,382 +5%
AQR Capital Management
143
AQR Capital Management
Connecticut
$3.3M +$1.98M +29,649 +150%
NWM
144
Navigoe Wealth Management
California
$3.27M +$3.27M +48,947 New
PFG
145
Prosperity Financial Group
California
$3.26M +$155K +2,321 +5%
EFG
146
Elios Financial Group
Ohio
$3.2M +$145K +2,172 +5%
BH
147
Burk Holdings
Oklahoma
$3.12M +$3.12M +46,733 New
SA
148
Sovran Advisors
California
$3.01M +$3.01M +44,435 New
PP
149
Prosperity Planning
Missouri
$3M +$1.05M +15,769 +54%
BAM
150
Bayshore Asset Management
Florida
$2.95M +$5.88K +88 +0.2%
4 5
6
7 8