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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

133 hedge funds and large institutions have $934M invested in Avantis US Large Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
133
Holders Change
+28
Holders Change %
+26.67%
% of All Funds
2.1%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
34
Increased
70
Reduced
21
Closed
5
Calls
$271K
Puts
$823K
Net Calls
-$552K
Net Calls Change
-$790K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$56.8M
2
PAS
2
Park Avenue Securities
New York
$48.6M
3
HIP
3
HUB Investment Partners
Texas
$43.5M
4
CFS
4
Cannon Financial Strategists
Georgia
$23.6M
5
WA
5
Waverly Advisors
Alabama
$16.9M

Top Sellers

1
FWP
1
FAS Wealth Partners
Kansas
$0
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$766K
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$478K
4
ASN
4
Advisory Services Network
Georgia
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$484K
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
1
Merriman Wealth Management
Washington
$103M 1,939,259 +123,185 +7%
PFA
2
Pure Financial Advisors
California
$97.7M 1,831,161 +3,355 +0.2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$56.8M 1,064,516 +1,059,283 +20,242%
PAS
4
Park Avenue Securities
New York
$48.6M 910,769 +910,769 New
BA
5
Bridgewater Advisors
New York
$46.4M 869,322 +196 +0%
HIP
6
HUB Investment Partners
Texas
$43.5M 816,230 +816,230 New
BHWM
7
Beaird Harris Wealth Management
Texas
$35.9M 672,711 +203,946 +44%
American Century Companies
8
American Century Companies
Missouri
$29M 543,129 +111,098 +26%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$28.2M 527,891 +58,144 +12%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$26.6M 498,957 -4,603 -0.9%
CFS
11
Cannon Financial Strategists
Georgia
$23.6M 442,857 +442,857 New
JIC
12
JRM Investment Counsel
Nebraska
$23.4M 438,887 +96,256 +28%
OCG
13
Opus Capital Group
Ohio
$22.4M 418,977 +94,023 +29%
WFA
14
Websterrogers Financial Advisors
South Carolina
$18.1M 627,102 +359,517 +134%
WA
15
Waverly Advisors
Alabama
$16.9M 316,961 +205,134 +183%
SB
16
Strategic Blueprint
Georgia
$15.8M 295,832 -6,418 -2%
AFGAS
17
Allegiance Financial Group Advisory Services
Virginia
$14.4M 270,556 +77,134 +40%
LPL Financial
18
LPL Financial
California
$14.2M 265,738 +35,088 +15%
CPIG
19
Chicago Partners Investment Group
Illinois
$12.7M 229,475 +15,244 +7%
AA
20
Aire Advisors
California
$11.4M 212,953 +29,791 +16%
FWM
21
Fortress Wealth Management
California
$10.8M 202,214 -30,174 -13%
ICMP
22
Integrated Capital Management (Pennsylvania)
Pennsylvania
$10.7M 201,232 +201,232 New
SRC
23
Sage Rhino Capital
California
$8.67M 162,501 +3,547 +2%
MFT
24
Moisand Fitzgerald Tamayo
Florida
$8.61M 161,387 +32,314 +25%
WI
25
WJ Interests
Texas
$8.58M 157,255 -1,849 -1%
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