NuAxiSemiconductor trade intelligence

Avantis U.S. Large Cap Value (AVLV) Adds Qualcomm and Texas Instruments on Nov. 3

What happened

Based on holdings changes reported by Avantis U.S. Large Cap Value ETF (AVLV) for Nov. 3, 2026, the fund reported $263.4 million of gross ETF activity in Tuesday's session, with $29.5 million net bought against $23.04 billion in assets; AVLV increased 165 positions and decreased 13. Its largest buys by dollar value were Qualcomm (QCOM, $50.7 million, +308,490 shares, 1.10% of fund) and Texas Instruments (TXN, $49.7 million, +158,930 shares, 0.50% of fund), both existing holdings, while AT&T (T, $20.0 million) was the only new position among the top buys. On the sell side, Caterpillar (CAT) led at $58.8 million (-94,245 shares, 0.13% of fund), followed by DoorDash ($20.4 million) and Fortinet ($18.7 million); no top-10 holding was fully exited. The source does not state the cause of the position changes.