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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

142 hedge funds and large institutions have $1.15B invested in Avantis US Large Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
142
Holders Change
+9
Holders Change %
+6.77%
% of All Funds
2.26%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.37%
New
19
Increased
83
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$37.3M
2
FWP
2
FAS Wealth Partners
Kansas
$23.3M
3
AWM
3
Apollon Wealth Management
South Carolina
$20.4M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$43.7M
5
American Century Companies
5
American Century Companies
Missouri
$42.9M

Top Sellers

1
WFA
1
Websterrogers Financial Advisors
South Carolina
$16.8M
2
TA
2
TFB Advisors
Kansas
$0
3
PAS
3
Park Avenue Securities
New York
$47.2M
4
Jane Street
4
Jane Street
New York
$0
5
NL
5
NWAM LLC
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
1
Merriman Wealth Management
Washington
$103M 1,964,505 +25,246 +1%
PFA
2
Pure Financial Advisors
California
$96M 1,821,482 -9,679 -0.5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$55.7M 1,057,648 -6,868 -0.6%
PAS
4
Park Avenue Securities
New York
$47.2M 895,373 -15,396 -2%
HIP
5
HUB Investment Partners
Texas
$45.6M 866,317 +50,087 +6%
BA
6
Bridgewater Advisors
New York
$45.1M 856,859 -12,463 -1%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$43.7M 829,898 +302,007 +57%
American Century Companies
8
American Century Companies
Missouri
$42.9M 813,745 +270,616 +50%
CFS
9
Cannon Financial Strategists
Georgia
$37.5M 711,641 +268,784 +61%
CA
10
Cetera Advisors
Colorado
$37.3M 708,447 +694,357 +4,928%
BHWM
11
Beaird Harris Wealth Management
Texas
$36.5M 693,436 +20,725 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$27.4M 519,204 +20,247 +4%
JIC
13
JRM Investment Counsel
Nebraska
$24.3M 460,481 +21,594 +5%
FWP
14
FAS Wealth Partners
Kansas
$23.3M 441,631 +441,631 New
OCG
15
Opus Capital Group
Ohio
$22.6M 429,600 +10,623 +3%
LPL Financial
16
LPL Financial
California
$22M 418,347 +152,609 +57%
WA
17
Waverly Advisors
Alabama
$20.5M 388,782 +71,821 +23%
AWM
18
Apollon Wealth Management
South Carolina
$20.4M 387,874 +387,874 New
ICMP
19
Integrated Capital Management (Pennsylvania)
Pennsylvania
$16.9M 321,179 +119,947 +60%
WFA
20
Websterrogers Financial Advisors
South Carolina
$16.8M 319,141 -307,961 -49%
SB
21
Strategic Blueprint
Georgia
$15.4M 292,679 -3,153 -1%
AFGAS
22
Allegiance Financial Group Advisory Services
Virginia
$15.4M 291,672 +21,116 +8%
AA
23
Aire Advisors
California
$12.5M 236,416 +23,463 +11%
CPIG
24
Chicago Partners Investment Group
Illinois
$12M 234,394 +4,919 +2%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$11.6M 220,823 +220,822 +22,082,200%
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