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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

87 hedge funds and large institutions have $544M invested in Avantis US Large Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 43 increasing their positions, 3 reducing their positions, and 6 closing their positions.

Holders
87
Holders Change
+31
Holders Change %
+55.36%
% of All Funds
1.4%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.21%
New
41
Increased
43
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$20.7M
2
BHWM
2
Beaird Harris Wealth Management
Texas
$20.9M
3
OCG
3
Opus Capital Group
Ohio
$13.2M
4
MWM
4
Merriman Wealth Management
Washington
$96.1M
5
FWP
5
FAS Wealth Partners
Kansas
$12.5M

Top Sellers

1
BWP
1
BSW Wealth Partners
Colorado
$0
2
PFA
2
Pure Financial Advisors
California
$92.3M
3
RA
3
RFG Advisory
Alabama
$0
4
Truist Financial
4
Truist Financial
North Carolina
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
1
Merriman Wealth Management
Washington
$96.1M 1,914,780 +260,221 +16%
PFA
2
Pure Financial Advisors
California
$92.3M 1,839,627 -34,163 -2%
BA
3
Bridgewater Advisors
New York
$43.2M 859,881 +41,349 +5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$21.6M 431,355 +38,693 +10%
BHWM
5
Beaird Harris Wealth Management
Texas
$20.9M 416,994 +277,569 +199%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$20.7M 412,904 +412,904 New
JIC
7
JRM Investment Counsel
Nebraska
$15.3M 304,321 +65,549 +27%
SB
8
Strategic Blueprint
Georgia
$14.7M 293,172 +38,119 +15%
OCG
9
Opus Capital Group
Ohio
$13.2M 263,100 +263,100 New
FWP
10
FAS Wealth Partners
Kansas
$12.5M 248,481 +248,481 New
WFA
11
Websterrogers Financial Advisors
South Carolina
$12.2M 243,842 +243,842 New
American Century Companies
12
American Century Companies
Missouri
$12.2M 243,596 +238,921 +5,111%
CPIG
13
Chicago Partners Investment Group
Illinois
$10.6M 194,957 +41,319 +27%
FWM
14
Fortress Wealth Management
California
$9.74M 194,054 +21,781 +13%
LPL Financial
15
LPL Financial
California
$8.55M 170,344 +69,533 +69%
FPAS
16
Focus Partners Advisor Solutions
Missouri
$7.95M 158,314 +67,683 +75%
SRC
17
Sage Rhino Capital
California
$7.83M 155,962 +155,962 New
WI
18
WJ Interests
Texas
$7.53M 150,009 +150,009 New
AFGAS
19
Allegiance Financial Group Advisory Services
Virginia
$7.04M 140,335 +140,335 New
NRW
20
Nova R Wealth
Kansas
$6.38M 127,083 +31,481 +33%
LFG
21
Larson Financial Group
Missouri
$5.21M 103,876 +103,876 New
CWP
22
Concord Wealth Partners
Virginia
$5.05M 100,711 +78,677 +357%
WCWM
23
Willow Creek Wealth Management
California
$4.97M 99,105 +23,240 +31%
EWM
24
Echo Wealth Management
Minnesota
$4.94M 93,534 +93,534 New
MFT
25
Moisand Fitzgerald Tamayo
Florida
$4.57M 91,148 +42,578 +88%
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