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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

223 hedge funds and large institutions have $2.6B invested in Avantis US Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 116 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+35
Holders Change %
+18.62%
% of All Funds
3.23%
Holding in Top 10
43
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+19.44%
% of All Funds
0.62%
New
45
Increased
116
Reduced
52
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$402M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$61.9M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$86.5M
4
FWP
Falcon Wealth Planning
California
$39.6M
5
AWM
Apollon Wealth Management
South Carolina
$56.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.04M
2
BDWCC
B&D White Capital Company
Texas
$1.08M
3
PFA
Pure Financial Advisors
California
$112M
4
Corient Private Wealth
Corient Private Wealth
Florida
$1.53M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$777K
Name Holding Trade Value Shares
Change 		Shares
Change %
FSWA
176
Financial Synergies Wealth Advisors
Texas
$323K +$323K +5,022 New
SFS
177
Summit Financial Strategies
Ohio
$323K -$53.1K -827 -14%
CAC
178
Certified Advisory Corp
Florida
$320K – – –
JCM
179
Jacobi Capital Management
Pennsylvania
$316K +$1.09K +17 +0.3%
MPCL
180
My Personal CFO LLC
Washington
$298K +$298K +4,630 New
CPA
181
Capital Performance Advisors
California
$291K -$54.9K -855 -16%
GCA
182
Gradient Capital Advisors
California
$286K -$61K -949 -18%
MWM
183
Meridian Wealth Management
Kentucky
$282K +$282K +4,391 New
PSA
184
Plum Street Advisors
Louisiana
$281K +$281K +4,271 New
AAM
185
Austin Asset Management
Texas
$280K +$26.2K +407 +10%
Citadel Advisors
186
Citadel Advisors
Florida
$274K -$235K -3,660 -46%
AIP
187
Almanack Investment Partners
Pennsylvania
$262K – – –
AWE
188
Avidian Wealth Enterprises
Texas
$257K +$257K +4,000 New
WHCFA
189
William Howard & Co Financial Advisors
Tennessee
$236K +$236K +3,669 New
AWS
190
Atria Wealth Solutions
New York
$234K -$6.75K -105 -3%
RWM
191
Ruedi Wealth Management
Illinois
$230K – – –
LA
192
LexAurum Advisors
Kansas
$230K +$230K +3,576 New
OIA
193
OneDigital Investment Advisors
Kansas
$226K +$2.06K +32 +0.9%
BWM
194
Brickley Wealth Management
California
$216K +$216K +3,368 New
VF
195
Vawter Financial
Ohio
$208K +$208K +3,244 New
OMC
196
Old Mission Capital
Illinois
$208K +$208K +3,240 New
EWA
197
EP Wealth Advisors
California
$147K +$147K +2,290 New
LG
198
LAM Group
Oregon
$147K +$80K +1,245 +120%
PTC
199
Private Trust Company
Ohio
$137K +$514 +8 +0.4%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$136K -$1.09K -17 -0.8%
6 7
8
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