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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 %
ACP
201
Aveo Capital Partners
Colorado
$546K -$9.02K -137 -2%
BTI
202
Blue Trust Inc
Georgia
$525K -$14.9K -237 -3%
GAM
203
GEM Asset Management
Michigan
$492K +$1.05K +16 +0.2%
GWMR
204
GC Wealth Management RIA
Massachusetts
$492K +$492K +7,476 New
IAG
205
Investment Advisory Group
Massachusetts
$483K +$483K +7,340 New
SAG
206
SageView Advisory Group
California
$456K +$456K +6,932 New
CAC
207
Certified Advisory Corp
Florida
$425K +$97.3K +1,478 +30%
DI
208
Disciplined Investments
Oklahoma
$422K +$17.4K +264 +4%
Citadel Advisors
209
Citadel Advisors
Florida
$421K -$592 -9 -0.1%
AWE
210
Avidian Wealth Enterprises
Texas
$421K – – –
LG
211
LAM Group
Oregon
$409K +$259K +3,930 +172%
LI
212
LRI Investments
Florida
$394K – – –
AWS
213
Atria Wealth Solutions
New York
$377K +$125K +1,897 +50%
DWM
214
Dopkins Wealth Management
New York
$362K -$870K -13,220 -71%
SDWIA
215
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$361K +$28.2K +429 +8%
PWIA
216
Porter White Investment Advisors
Alabama
$360K – – –
FSWA
217
Financial Synergies Wealth Advisors
Texas
$357K +$21.7K +330 +6%
WAS
218
WESPAC Advisors SoCal
California
$356K -$10.2M -155,351 -97%
QHA
219
Quarry Hill Advisors
Minnesota
$337K – – –
SFS
220
Summit Financial Strategies
Ohio
$330K – – –
CFA
221
Cahill Financial Advisors
Minnesota
$325K +$8.76K +133 +3%
BW
222
BIP Wealth
Georgia
$323K +$93.8K +1,425 +41%
BA
223
Bridge Advisory
California
$309K +$1.25K +19 +0.4%
JCM
224
Jacobi Capital Management
Pennsylvania
$297K -$28.7K -436 -9%
AWC
225
Adamsbrown Wealth Consultants
Kansas
$292K +$292K +4,438 New
7 8
9
10 11