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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

342 hedge funds and large institutions have $4.38B invested in Avantis US Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 166 increasing their positions, 68 reducing their positions, and 7 closing their positions.

Holders
342
Holders Change
+65
Holders Change %
+23.47%
% of All Funds
4.55%
Holding in Top 10
60
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20%
% of All Funds
0.8%
New
77
Increased
166
Reduced
68
Closed
7
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$14K

Top Buyers

1
PP
1
PrairieView Partners
Minnesota
$82.1M
2
Raymond James Financial
2
Raymond James Financial
Florida
$45.3M
3
WMN
3
Wealth Management Nebraska
Nebraska
$36.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$545M
5
LPL Financial
5
LPL Financial
California
$127M

Top Sellers

1
PLFA
1
Pacific Life Fund Advisors
California
$28.8M
2
HIP
2
HUB Investment Partners
Texas
$64.9M
3
PFA
3
Pure Financial Advisors
California
$107M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$101M
5
Comerica Bank
5
Comerica Bank
Texas
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$545M 8,166,120 +459,990 +6%
MWM
2
Merriman Wealth Management
Washington
$131M 1,969,084 -42,108 -2%
LPL Financial
3
LPL Financial
California
$127M 1,907,422 +388,222 +26%
Ameriprise
4
Ameriprise
Minnesota
$124M 1,880,218 +259,748 +16%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$118M 1,766,405 +153,166 +9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$117M 1,746,327 -27,136 -2%
American Century Companies
7
American Century Companies
Missouri
$116M 1,737,228 +194,918 +13%
PFA
8
Pure Financial Advisors
California
$107M 1,603,858 -62,197 -4%
Comerica Bank
9
Comerica Bank
Texas
$102M 1,525,473 -55,030 -3%
PCIA
10
Prime Capital Investment Advisors
Kansas
$101M 1,511,839 -58,466 -4%
AA
11
Alesco Advisors
New York
$89.4M 1,339,283 -12,184 -0.9%
PP
12
PrairieView Partners
Minnesota
$82.1M 1,229,591 +886,083 +258%
FWP
13
Falcon Wealth Planning
California
$79.1M 1,184,004 +68,609 +6%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$74M 1,108,265 +39,634 +4%
Bank of America
15
Bank of America
North Carolina
$70.6M 1,057,561 +313,777 +42%
BHWM
16
Beaird Harris Wealth Management
Texas
$70.5M 1,055,799 +58,232 +6%
AWM
17
Apollon Wealth Management
South Carolina
$66.9M 1,002,469 +10,364 +1%
BA
18
Bridgewater Advisors
New York
$66.9M 987,096 +56,975 +6%
CFS
19
Cannon Financial Strategists
Georgia
$66.5M 996,181 +23,149 +2%
HIP
20
HUB Investment Partners
Texas
$64.9M 971,276 -100,492 -9%
WA
21
Waverly Advisors
Alabama
$64.4M 964,906 +106,346 +12%
NPT
22
Nixon Peabody Trust
Massachusetts
$60.7M 908,524 +48,851 +6%
Morgan Stanley
23
Morgan Stanley
New York
$59.4M 889,718 +108,679 +14%
MFT
24
Moisand Fitzgerald Tamayo
Florida
$56.9M 852,397 -1,857 -0.2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$56.3M 842,613 +53,932 +7%
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