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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.

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 %
FTUS
176
Flow Traders U.S.
New York
$1.15M +$832K +12,645 +262%
MWM
177
Meridian Wealth Management
Kentucky
$1.11M +$1.11M +16,881 New
BAG
178
Bridgewealth Advisory Group
California
$1.09M +$74.3K +1,129 +7%
OPS
179
Orion Portfolio Solutions
Nebraska
$1.04M +$188K +2,852 +22%
BCI
180
Brinker Capital Investments
Pennsylvania
$1.04M +$188K +2,852 +22%
TA
181
TFB Advisors
Kansas
$1.03M +$69.1K +1,050 +7%
MCM
182
Mattern Capital Management
Colorado
$981K +$5.46K +83 +0.6%
Envestnet Portfolio Solutions
183
Envestnet Portfolio Solutions
Illinois
$960K +$625K +9,500 +187%
EWP
184
Elevation Wealth Partners
California
$942K +$3.56K +54 +0.4%
D.E. Shaw & Co
185
D.E. Shaw & Co
New York
$915K -$395K -5,996 -30%
WA
186
Wealth Architects
California
$874K – – –
GRP
187
Global Retirement Partners
California
$871K +$773K +11,739 +789%
TP
188
Tranquility Partners
Tennessee
$857K +$75.6K +1,148 +10%
AFP
189
Ausdal Financial Partners
Iowa
$851K -$3.67M -55,825 -81%
UB
190
UMB Bank
Missouri
$791K +$791K +12,016 New
VAMG
191
Voisard Asset Management Group
Michigan
$771K +$771K +11,712 New
NCFG
192
New Century Financial Group
New Jersey
$711K +$711K +10,807 New
TIA
193
Traphagen Investment Advisors
New Jersey
$708K +$2.96K +45 +0.4%
FVIM
194
Fort Vancouver Investment Management
Washington
$706K -$66 -1 -0%
AFAS
195
Acorn Financial Advisory Services
Virginia
$645K -$18K -274 -3%
MAM
196
Mainsail Asset Management
Alabama
$638K +$638K +9,686 New
DWM
197
Diversify Wealth Management
Utah
$614K +$614K +9,252 New
Susquehanna International Group
198
Susquehanna International Group
Pennsylvania
$607K -$120K -1,820 -16%
SFC
199
Sprinkle Financial Consultants
Colorado
$581K +$7.24K +110 +1%
TI
200
Truepoint Inc
Ohio
$556K +$6.98K +106 +1%
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