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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 %
HA
201
Herold Advisors
New York
$1.94M -$257K -3,761 -12%
CPL
202
CAP Partners LLC
Tennessee
$1.89M +$105K +1,540 +6%
FFM
203
Forum Financial Management
Illinois
$1.87M +$68 +1 +0%
GCA
204
Greenwood Capital Associates
South Carolina
$1.8M +$292K +4,279 +19%
AIM
205
Acropolis Investment Management
Missouri
$1.77M +$1.12M +16,405 +171%
PAM
206
Pacific Asset Management
Washington
$1.77M -$3.41K -50 -0.2%
ASN
207
Advisory Services Network
Georgia
$1.71M +$87.3K +1,258 +5%
Renaissance Technologies
208
Renaissance Technologies
New York
$1.7M +$1.12M +16,400 +193%
PWM
209
Parkshore Wealth Management
California
$1.69M -$237K -3,478 -12%
FPGK
210
Financial Partners Group (Kansas)
Kansas
$1.61M +$243K +3,566 +18%
NAM
211
NorthCrest Asset Manangement
Minnesota
$1.6M +$314K +4,504 +24%
SHFA
212
SC&H Financial Advisors
Maryland
$1.6M -$25.9K -379 -2%
TWA
213
TCI Wealth Advisors
Arizona
$1.59M -$275K -4,034 -15%
EH
214
Equitable Holdings
New York
$1.59M -$87K -1,275 -5%
PSA
215
Plum Street Advisors
Louisiana
$1.52M +$17.3K +253 +1%
PA
216
Parallel Advisors
California
$1.48M +$1.01M +14,753 +211%
GRP
217
Global Retirement Partners
California
$1.45M +$1.45M +21,261 New
NWM
218
Northwest Wealth Management
Iowa
$1.44M -$28.7K -421 -2%
EWA
219
EverSource Wealth Advisors
Alabama
$1.43M +$1.11M +16,284 +348%
WPC
220
Wedmont Private Capital
Pennsylvania
$1.42M -$53K -764 -4%
FVIM
221
Fort Vancouver Investment Management
Washington
$1.39M +$665K +9,750 +92%
MCM
222
Mattern Capital Management
Colorado
$1.38M +$47.5K +697 +4%
TC
223
TownSquare Capital
Utah
$1.37M +$11.9K +174 +0.9%
RA
224
Ruggaard & Associates
Ohio
$1.36M +$8.25K +121 +0.6%
DRP
225
Decker Retirement Planning
Utah
$1.35M +$23K +337 +2%
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