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

Top Sellers

1
PLFA
Pacific Life Fund Advisors
California
$28.8M
2
HIP
HUB Investment Partners
Texas
$64.9M
3
PFA
Pure Financial Advisors
California
$107M
4
PCIA
Prime Capital Investment Advisors
Kansas
$101M
5
Comerica Bank
Comerica Bank
Texas
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
176
Stephens Inc
Arkansas
$1.88M +$1.88M +28,093 New
PWM
177
Parkshore Wealth Management
California
$1.86M +$1.86M +27,850 New
Susquehanna International Group
178
Susquehanna International Group
Pennsylvania
$1.85M +$1.23M +18,467 +200%
GA
179
Greenspring Advisors
Maryland
$1.85M -$31.2K -468 -2%
LFGO
180
Legacy Financial Group (Oklahoma)
Oklahoma
$1.84M +$275K +4,119 +18%
TWA
181
TCI Wealth Advisors
Arizona
$1.83M – – –
LA
182
LexAurum Advisors
Kansas
$1.79M +$166K +2,486 +10%
PAM
183
Pacific Asset Management
Washington
$1.7M +$1.7M +25,430 New
OCM
184
Orion Capital Management
California
$1.68M +$215K +3,219 +15%
CC
185
Callan Capital
California
$1.66M -$84.1K -1,259 -5%
EH
186
Equitable Holdings
New York
$1.66M +$70.2K +1,052 +4%
AFG
187
ABLE Financial Group
Arizona
$1.63M +$1.63M +24,467 New
VF
188
Vawter Financial
Ohio
$1.62M +$283K +4,243 +21%
CWA
189
Canvas Wealth Advisors
Kansas
$1.6M +$15.5K +232 +1%
CFP
190
Cascade Financial Partners
California
$1.59M +$88.3K +1,323 +6%
SHFA
191
SC&H Financial Advisors
Maryland
$1.58M +$7.08K +106 +0.4%
THL
192
Tillman Hartley LLC
Colorado
$1.56M -$134K -2,013 -8%
TIM
193
Tortoise Investment Management
New York
$1.54M -$13K -194 -0.8%
VT
194
Vise Technologies
New York
$1.53M +$1.53M +22,871 New
UWM
195
USAdvisors Wealth Management
Minnesota
$1.48M -$10.2K -153 -0.7%
Cerity Partners
196
Cerity Partners
New York
$1.44M +$1.44M +21,602 New
AAM
197
Austin Asset Management
Texas
$1.43M +$1.17M +17,498 +449%
NWM
198
Northwest Wealth Management
Iowa
$1.39M -$321K -4,813 -19%
AAS
199
Avantax Advisory Services
Texas
$1.3M +$26.9K +403 +2%
WPC
200
Wedmont Private Capital
Pennsylvania
$1.29M +$16.6K +249 +1%
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