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Avantis US Large Cap Equity ETF
AVLC

32 hedge funds and large institutions have $437M invested in Avantis US Large Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 4

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

16% more capital invested

Capital invested by funds: $378M → $437M (+$59.5M)

14% more funds holding

Funds holding: 28 → 32 (+4)

2.91% more ownership

Funds ownership: 92.26% → 95.17% (+2.9%)

Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.42%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
7
Increased
16
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$27.9M
2
PLFA
Pacific Life Fund Advisors
California
+$12.2M
3
CPWM
Cypress Point Wealth Management
Texas
+$5.29M
4
GC
Grimes & Company
Massachusetts
+$3.99M
5
VWA
Visionary Wealth Advisors
Illinois
+$1.87M

Top Sellers

1
Jane Street
Jane Street
New York
-$1.29M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.14M
3
FWP
FAS Wealth Partners
Kansas
-$672K
4
DWM
Dogwood Wealth Management
Kansas
-$586K
5
AIA
Arcadia Investment Advisors
Idaho
-$21.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$559K +$16.6K +243 +3%
ACM
27
Armbruster Capital Management
New York
$508K – – –
CCA
28
Clearwater Capital Advisors
Illinois
$414K +$418K +6,124 New
FFA
29
Farther Finance Advisors
California
$389K -$409 -6 -0.1%
AFGAS
30
Allegiance Financial Group Advisory Services
Virginia
$208K +$210K +3,073 New
Citadel Advisors
31
Citadel Advisors
Florida
$204K +$206K +3,027 New
UBS Group
32
UBS Group
Switzerland
$12.2K +$12.3K +181 New
Jane Street
33
Jane Street
New York
– -$1.29M -19,547 Closed
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
– -$1.14M -17,238 Closed
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