Avantis US Large Cap Equity ETF
AVLC
28 hedge funds and large institutions have $378M invested in Avantis US Large Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 2 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 2
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
47% more funds holding
Funds holding: 19 → 28 (+9)
31% more capital invested
Capital invested by funds: $288M → $378M (+$89.2M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
1.43% more ownership
Funds ownership: 90.82% → 92.26% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
+$23.4M |
| 2 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$13.9M |
| 3 |
WCA
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
+$9.71M |
| 4 |
BHWM
Beaird Harris Wealth Management
Dallas,
Texas
|
+$4.38M |
| 5 |
CPWM
Cypress Point Wealth Management
Dallas,
Texas
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$350K |
| 2 |
MPCL
My Personal CFO LLC
Vancouver,
Washington
|
-$236K |
| 3 |
DWM
Dogwood Wealth Management
Lenexa,
Kansas
|
-$119K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$51.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Commonwealth Equity Services
Waltham,
Massachusetts
| $531K | -$350K | -5,496 | -41% |
|
|
ACM
27
Armbruster Capital Management
Pittsford,
New York
| $497K | +$479K | +7,525 | New |
|
|
FFA
28
Farther Finance Advisors
San Francisco,
California
| $380K | +$366K | +5,759 | New |
|
|
MPCL
29
My Personal CFO LLC
Vancouver,
Washington
| – | -$236K | -3,760 | Closed |
|
|
30
UBS Group
Zurich,
Switzerland
| – | -$51.8K | -826 | Closed |
|
AVLC Hedge Fund Activity: Q3 2024 in Review
28 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Equity ETF (AVLC) for Q3 2024, worth a combined $378M — up 31% from $288M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new AVLC positions and 2 closed out — a net gain of 9 holders — while 12 added to existing stakes and 2 trimmed.
The largest buyer was Pacific Life Fund Advisors, adding an estimated $23.4M. The largest seller was Commonwealth Equity Services, cutting an estimated $350K.
- 28 institutional investors held Avantis US Large Cap Equity ETF (AVLC) as of Q3 2024, up from 19 in Q2 2024.
- Funds reported $378M of Avantis US Large Cap Equity ETF stock for Q3 2024, up 31% quarter-over-quarter.
- 11 funds opened new Avantis US Large Cap Equity ETF positions in Q3 2024 and 2 closed out, a net change of +9 holders.
- The largest Avantis US Large Cap Equity ETF buyer in Q3 2024 was Pacific Life Fund Advisors, an estimated $23.4M added.
- The largest Avantis US Large Cap Equity ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $350K sold.
Based on aggregated 13F filings for Q3 2024.