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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.

New
Increased
Maintained
Reduced
Closed
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 %
THL
176
Tillman Hartley LLC
Colorado
$2.85M +$154K +2,260 +6%
DWM
177
Dopkins Wealth Management
New York
$2.73M +$51.5K +755 +2%
CFS
178
CRA Financial Services
New Jersey
$2.61M +$165K +2,424 +7%
CFP
179
Cascade Financial Partners
California
$2.61M -$194K -2,848 -7%
VAG
180
Vannoy Advisory Group
Texas
$2.59M -$16.4K -241 -0.6%
TI
181
Truepoint Inc
Ohio
$2.58M +$1.91M +27,946 +281%
MHB
182
Midwest Heritage Bank
Iowa
$2.58M +$256K +3,749 +11%
DAS
183
Dynamic Advisor Solutions
Arizona
$2.55M +$156K +2,292 +7%
SFS
184
Summit Financial Strategies
Ohio
$2.55M +$2.21M +32,327 +644%
SA
185
SRH Advisors
Kansas
$2.54M +$576K +8,450 +29%
ACM
186
Armbruster Capital Management
New York
$2.5M +$160K +2,350 +7%
KAM
187
KEB Asset Management
Illinois
$2.49M +$2.49M +36,496 New
PL
188
Plancorp LLC
Missouri
$2.43M – – –
OCM
189
Orion Capital Management
California
$2.38M +$39.1K +573 +2%
WAP
190
Wealthcare Advisory Partners
Pennsylvania
$2.32M -$291K -4,263 -11%
PCG
191
PFC Capital Group
California
$2.3M +$1.26M +18,481 +121%
AFG
192
ABLE Financial Group
Arizona
$2.3M +$95.2K +1,396 +4%
GC
193
Guidance Capital
Kentucky
$2.24M +$74K +1,083 +3%
TIM
194
Tortoise Investment Management
New York
$2.21M +$482K +7,060 +28%
LFGO
195
Legacy Financial Group (Oklahoma)
Oklahoma
$2.21M +$99.7K +1,462 +5%
CPWM
196
Cypress Point Wealth Management
Texas
$2.15M +$68 +1 +0%
LA
197
LexAurum Advisors
Kansas
$2.07M +$141K +2,069 +7%
AWM
198
AE Wealth Management
Kansas
$2.07M +$1.14M +16,647 +121%
MWM
199
Mattern Wealth Management
Kansas
$1.98M – – –
TH
200
Team Hewins
California
$1.96M +$1.96M +28,772 New
6 7
8
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