Avantis US Large Cap Equity ETF
AVLC
11 hedge funds and large institutions have $213M invested in Avantis US Large Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
57% more funds holding
Funds holding: 7 → 11 (+4)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
21% more capital invested
Capital invested by funds: $176M → $213M (+$36.9M)
1.54% less ownership
Funds ownership: 98.81% → 97.27% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPWM
Cypress Point Wealth Management
Dallas,
Texas
|
+$9.66M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.33M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$959K |
| 4 |
WW
Waterfront Wealth
Overland Park,
Kansas
|
+$915K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$874K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$1.25M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
-$5.62K |
AVLC Hedge Fund Activity: Q1 2024 in Review
11 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Equity ETF (AVLC) for Q1 2024, worth a combined $213M — up 21% from $176M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AVLC positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Cypress Point Wealth Management, opening a new position worth an estimated $9.66M. The largest seller was Corient Private Wealth, exiting entirely with an estimated $1.25M sold.
- 11 institutional investors held Avantis US Large Cap Equity ETF (AVLC) as of Q1 2024, up from 7 in Q4 2023.
- Funds reported $213M of Avantis US Large Cap Equity ETF stock for Q1 2024, up 21% quarter-over-quarter.
- 6 funds opened new Avantis US Large Cap Equity ETF positions in Q1 2024 and 2 closed out, a net change of +4 holders.
- The largest Avantis US Large Cap Equity ETF buyer in Q1 2024 was Cypress Point Wealth Management, an estimated $9.66M added.
- The largest Avantis US Large Cap Equity ETF seller in Q1 2024 was Corient Private Wealth, an estimated $1.25M sold.
Based on aggregated 13F filings for Q1 2024.