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Avantis US Large Cap Value ETF
AVLV

Overview Fund Activity

371 hedge funds and large institutions have $7.26B invested in Avantis US Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 204 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+15
Holders Change %
+4.21%
% of All Funds
4.98%
Holding in Top 10
60
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.76%
% of All Funds
0.8%
New
44
Increased
204
Reduced
92
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.1B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$751M
3
Cerity Partners
Cerity Partners
New York
$151M
4
PCIA
Prime Capital Investment Advisors
Kansas
$105M
5
PAS
Park Avenue Securities
New York
$50.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$20.4M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$673M
3
BDWCC
B&D White Capital Company
Texas
$5.52M
4
PAG
Private Advisor Group
New Jersey
$3.66M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.1B +$681M +9,979,293 +161%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$751M +$638M +9,356,288 +565%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$673M -$18M -258,612 -3%
Ameriprise
4
Ameriprise
Minnesota
$208M +$20.8M +304,507 +11%
LPL Financial
5
LPL Financial
California
$161M +$5.42M +79,411 +3%
Cerity Partners
6
Cerity Partners
New York
$151M +$149M +2,189,968 +12,655%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$139M -$210K -3,085 -0.2%
American Century Companies
8
American Century Companies
Missouri
$134M +$5.36M +78,539 +4%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$126M -$12.3M -180,267 -9%
FWP
10
Falcon Wealth Planning
California
$111M +$12.8M +187,550 +13%
Comerica Bank
11
Comerica Bank
Texas
$106M +$135K +1,975 +0.1%
PCIA
12
Prime Capital Investment Advisors
Kansas
$105M +$105M +1,540,491 New
PFA
13
Pure Financial Advisors
California
$102M +$435K +6,371 +0.4%
Bank of America
14
Bank of America
North Carolina
$95.6M -$3.75M -54,922 -4%
WA
15
Waverly Advisors
Alabama
$92.2M +$11.5M +168,849 +14%
AA
16
Alesco Advisors
New York
$91.6M +$2.13M +31,172 +2%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$90.9M +$9.86M +144,560 +12%
AWM
18
Apollon Wealth Management
South Carolina
$88M +$319K +4,683 +0.4%
PP
19
PrairieView Partners
Minnesota
$84.1M +$1.86M +27,271 +2%
BHWM
20
Beaird Harris Wealth Management
Texas
$81.6M +$5.44M +79,717 +7%
Morgan Stanley
21
Morgan Stanley
New York
$75.7M +$7.37M +108,090 +11%
BA
22
Bridgewater Advisors
New York
$75.3M +$1.61M +23,003 +2%
CFS
23
Cannon Financial Strategists
Georgia
$71.6M +$3.62M +53,027 +5%
NPT
24
Nixon Peabody Trust
Massachusetts
$70.6M +$1.69M +24,775 +2%
HIP
25
HUB Investment Partners
Texas
$70.4M +$3.05M +44,681 +5%
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