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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 %
Cambridge Investment Research Advisors
151
Cambridge Investment Research Advisors
Iowa
$2.78M -$1.42M -21,218 -34%
AWA
152
AGH Wealth Advisors
Kansas
$2.7M +$2.7M +40,381 New
WRPWM
153
Werba Rubin Papier Wealth Management
California
$2.62M -$78.1K -1,170 -3%
VAG
154
Vannoy Advisory Group
Texas
$2.6M -$64K -959 -2%
CPL
155
CAP Partners LLC
Tennessee
$2.45M -$73K -1,093 -3%
AWM
156
Axxcess Wealth Management
California
$2.4M +$195K +2,915 +9%
BAG
157
Bridgewealth Advisory Group
California
$2.38M +$1.23M +17,724 +107%
PL
158
Plancorp LLC
Missouri
$2.37M – – –
Jones Financial Companies
159
Jones Financial Companies
Missouri
$2.35M -$44.1K -661 -2%
DWM
160
Dopkins Wealth Management
New York
$2.34M +$1.98M +29,603 +539%
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$2.24M +$956K +14,324 +74%
Jane Street
162
Jane Street
New York
$2.24M +$654K +9,796 +41%
DAS
163
Dynamic Advisor Solutions
Arizona
$2.22M +$134K +2,007 +6%
ACM
164
Armbruster Capital Management
New York
$2.19M +$375K +5,610 +21%
CPWM
165
Cypress Point Wealth Management
Texas
$2.1M +$134 +2 +0%
AC
166
Apella Capital
Connecticut
$2.1M +$2.1M +31,415 New
FIA
167
Foundations Investment Advisors
Arizona
$2.08M +$2.08M +31,192 New
HA
168
Herold Advisors
New York
$2.05M +$45.1K +676 +2%
SWP
169
Summit Wealth Partners
Florida
$2.05M +$371K +5,558 +22%
TC
170
TAP Consulting
Missouri
$2.01M +$2.01M +30,072 New
GC
171
Guidance Capital
Kentucky
$1.98M +$459K +6,568 +30%
E
172
EntreWealth
Texas
$1.95M +$1.95M +29,663 New
SFM
173
Signet Financial Management
New Jersey
$1.95M +$334 +5 +0%
MWM
174
Mattern Wealth Management
Kansas
$1.93M +$1.93M +28,973 New
CFS
175
CRA Financial Services
New Jersey
$1.93M +$278K +4,157 +17%
5 6
7
8 9