AVLV icon

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 %
MWM
201
Meridian Wealth Management
Kentucky
$1.21M +$79.3K +1,188 +7%
DRP
202
Decker Retirement Planning
Utah
$1.21M +$1.21M +18,069 New
DFS
203
Dixon Fnancial Services
California
$1.2M – – –
MCM
204
Mattern Capital Management
Colorado
$1.2M +$202K +3,025 +20%
SAW
205
Signal Advisors Wealth
Michigan
$1.18M -$13.6K -204 -1%
MHB
206
Midwest Heritage Bank
Iowa
$1.14M +$902K +13,502 +377%
PSA
207
Plum Street Advisors
Louisiana
$1.12M +$837K +12,529 +293%
Envestnet Portfolio Solutions
208
Envestnet Portfolio Solutions
Illinois
$1.06M +$84.9K +1,271 +9%
BCI
209
Brinker Capital Investments
Pennsylvania
$1.06M -$1.4K -21 -0.1%
OPS
210
Orion Portfolio Solutions
Nebraska
$1.06M -$1.4K -21 -0.1%
GRP
211
Global Retirement Partners
California
$1.05M +$165K +2,478 +19%
MAM
212
Mainsail Asset Management
Alabama
$1.04M +$390K +5,837 +60%
TA
213
TFB Advisors
Kansas
$983K -$60.4K -904 -6%
QWM
214
Quadcap Wealth Management
Texas
$894K +$894K +13,384 New
TP
215
Tranquility Partners
Tennessee
$887K +$18.4K +276 +2%
WA
216
Wealth Architects
California
$886K – – –
ASN
217
Advisory Services Network
Georgia
$857K +$857K +12,829 New
DWM
218
Diversify Wealth Management
Utah
$830K +$211K +3,164 +34%
TIA
219
Traphagen Investment Advisors
New Jersey
$813K +$94.1K +1,409 +13%
UB
220
UMB Bank
Missouri
$802K -$200 -3 -0%
AFP
221
Ausdal Financial Partners
Iowa
$791K -$72.4K -1,085 -8%
GAM
222
GEM Asset Management
Michigan
$779K +$279K +4,177 +56%
GPW
223
Gentry Private Wealth
Kansas
$757K +$757K +11,330 New
AFG
224
Altiora Financial Group
Ohio
$731K -$576K -8,631 -44%
GWMR
225
GC Wealth Management RIA
Massachusetts
$695K +$195K +2,928 +39%
7 8
9
10 11