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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

223 hedge funds and large institutions have $2.6B invested in Avantis US Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 116 increasing their positions, 52 reducing their positions, and 8 closing their positions.

Holders
223
Holders Change
+35
Holders Change %
+18.62%
% of All Funds
3.23%
Holding in Top 10
43
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+19.44%
% of All Funds
0.62%
New
45
Increased
116
Reduced
52
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$402M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$61.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$86.5M
4
FWP
4
Falcon Wealth Planning
California
$39.6M
5
AWM
5
Apollon Wealth Management
South Carolina
$56.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.04M
2
BDWCC
2
B&D White Capital Company
Texas
$1.08M
3
PFA
3
Pure Financial Advisors
California
$112M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$1.53M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$777K
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$402M 6,251,242 +6,077,100 +3,490%
MWM
2
Merriman Wealth Management
Washington
$125M 1,947,678 +74,860 +4%
PFA
3
Pure Financial Advisors
California
$112M 1,743,516 -66,164 -4%
AA
4
Alesco Advisors
New York
$87.1M 1,355,499 +255,581 +23%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$86.5M 1,345,967 +422,215 +46%
American Century Companies
6
American Century Companies
Missouri
$76.4M 1,188,379 +178,288 +18%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$68.9M 1,071,438 -12,470 -1%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$61.9M 963,709 +963,709 New
CA
9
Cetera Advisors
Colorado
$60.7M 944,724 +32,649 +4%
HIP
10
HUB Investment Partners
Texas
$60M 932,981 +33,631 +4%
CFS
11
Cannon Financial Strategists
Georgia
$59.8M 930,487 +58,223 +7%
BA
12
Bridgewater Advisors
New York
$57.8M 900,120 +6,890 +0.8%
AWM
13
Apollon Wealth Management
South Carolina
$56.7M 881,923 +334,942 +61%
PAS
14
Park Avenue Securities
New York
$53.6M 834,433 -34,445 -4%
LPL Financial
15
LPL Financial
California
$49.9M 775,971 +119,319 +18%
BHWM
16
Beaird Harris Wealth Management
Texas
$49.1M 764,689 +36,839 +5%
MFT
17
Moisand Fitzgerald Tamayo
Florida
$48.3M 751,306 +183,075 +32%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$46.3M 719,913 +44,895 +7%
WA
19
Waverly Advisors
Alabama
$40.8M 634,228 +141,175 +29%
FWP
20
Falcon Wealth Planning
California
$39.6M 616,096 +337,247 +121%
NPT
21
Nixon Peabody Trust
Massachusetts
$37.3M 580,853 +51,666 +10%
FWP
22
FAS Wealth Partners
Kansas
$34.7M 540,539 +73,731 +16%
OCG
23
Opus Capital Group
Ohio
$29.3M 455,264 +15,097 +3%
JIC
24
JRM Investment Counsel
Nebraska
$25.7M 399,601 +4,270 +1%
Bank of America
25
Bank of America
North Carolina
$25.5M 396,707 +130,677 +49%
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