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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

277 hedge funds and large institutions have $3.81B invested in Avantis US Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 157 increasing their positions, 52 reducing their positions, and 17 closing their positions.

Holders
277
Holders Change
+26
Holders Change %
+10.36%
% of All Funds
4.01%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.72%
New
46
Increased
157
Reduced
52
Closed
17
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$7K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$107M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$507M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$117M
4
LFS
4
Legacy Financial Strategies
Kansas
$31.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$38M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$106M
2
WAS
2
WESPAC Advisors SoCal
California
$356K
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$103M
4
Comerica Bank
4
Comerica Bank
Texas
$104M
5
AFP
5
Ausdal Financial Partners
Iowa
$851K
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$507M 7,706,130 +735,676 +11%
MWM
2
Merriman Wealth Management
Washington
$132M 2,011,192 +41,154 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$117M 1,773,463 +690,628 +64%
PFA
4
Pure Financial Advisors
California
$110M 1,666,055 -49,674 -3%
Ameriprise
5
Ameriprise
Minnesota
$107M 1,620,470 +892,607 +123%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$106M 1,613,239 -320,432 -17%
Comerica Bank
7
Comerica Bank
Texas
$104M 1,580,503 -92,977 -6%
PCIA
8
Prime Capital Investment Advisors
Kansas
$103M 1,570,305 -101,586 -6%
American Century Companies
9
American Century Companies
Missouri
$102M 1,542,310 +186,372 +14%
LPL Financial
10
LPL Financial
California
$100M 1,519,200 +228,470 +18%
AA
11
Alesco Advisors
New York
$89M 1,351,467 +1,460 +0.1%
FWP
12
Falcon Wealth Planning
California
$73.4M 1,115,395 +237,179 +27%
HIP
13
HUB Investment Partners
Texas
$70.6M 1,071,768 +81,993 +8%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$70.3M 1,068,631 +23,273 +2%
BHWM
15
Beaird Harris Wealth Management
Texas
$65.7M 997,567 +75,895 +8%
AWM
16
Apollon Wealth Management
South Carolina
$65.3M 992,105 +44,916 +5%
CFS
17
Cannon Financial Strategists
Georgia
$64.1M 973,032 +15,288 +2%
BA
18
Bridgewater Advisors
New York
$61.8M 930,121 +8,039 +0.9%
NPT
19
Nixon Peabody Trust
Massachusetts
$56.6M 859,673 +61,928 +8%
WA
20
Waverly Advisors
Alabama
$56.5M 858,560 +83,459 +11%
MFT
21
Moisand Fitzgerald Tamayo
Florida
$56.2M 854,254 +56,952 +7%
PAS
22
Park Avenue Securities
New York
$53.4M 811,598 -12,197 -1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$51.9M 788,681 +30,291 +4%
Morgan Stanley
24
Morgan Stanley
New York
$51.4M 781,039 +193,839 +33%
Bank of America
25
Bank of America
North Carolina
$49M 743,784 +167,357 +29%
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