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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

15 hedge funds and large institutions have $104M invested in Avantis US Large Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

Holders
15
Holders Change
+14
Holders Change %
+1,400%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFA
1
Pure Financial Advisors
California
$93.6M
2
CPA
2
Cardiff Park Advisors
California
$2.35M
3
MWM
3
Mattern Wealth Management
Kansas
$1.24M
4
SB
4
Strategic Blueprint
Georgia
$1.2M
5
CPIG
5
Chicago Partners Investment Group
Illinois
$966K

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
PFA
1
Pure Financial Advisors
California
$93.6M 1,726,674 +1,726,674 New
CPA
2
Cardiff Park Advisors
California
$2.35M 43,367 +43,367 New
PL
3
Plancorp LLC
Missouri
$1.69M 31,209 +11,109 +55%
MWM
4
Mattern Wealth Management
Kansas
$1.24M 22,920 +22,920 New
SB
5
Strategic Blueprint
Georgia
$1.2M 22,181 +22,181 New
CPIG
6
Chicago Partners Investment Group
Illinois
$966K 18,533 +18,533 New
SCM
7
SOL Capital Management
Maryland
$699K 12,900 +12,900 New
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$611K 11,271 +11,271 New
MAM
9
McLean Asset Management
Virginia
$490K 8,948 +8,948 New
TIA
10
Traphagen Investment Advisors
New Jersey
$417K 7,698 +7,698 New
Jane Street
11
Jane Street
New York
$370K 6,818 +6,818 New
CCM
12
Coldstream Capital Management
Washington
$224K 4,125 +4,125 New
BHWM
13
Beaird Harris Wealth Management
Texas
$164K 3,020 +3,020 New
TIM
14
Tortoise Investment Management
New York
$66K 1,225 +1,225 New
TWA
15
TCI Wealth Advisors
Arizona
$65K 1,200 +1,200 New
CFGS
16
Concourse Financial Group Securities
Alabama
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