Avantis US Large Cap Equity ETF
AVLC
19 hedge funds and large institutions have $288M invested in Avantis US Large Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
73% more funds holding
Funds holding: 11 → 19 (+8)
36% more capital invested
Capital invested by funds: $213M → $288M (+$75.7M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
6.45% less ownership
Funds ownership: 97.27% → 90.82% (-6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
+$38.3M |
| 2 |
BHWM
Beaird Harris Wealth Management
Dallas,
Texas
|
+$20.4M |
| 3 |
DWM
Dogwood Wealth Management
Lenexa,
Kansas
|
+$9.16M |
| 4 |
WCA
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
+$5.39M |
| 5 |
AIA
Arcadia Investment Advisors
Eagle,
Idaho
|
+$4.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
AlphaQ Advisors
Winter Park,
Florida
|
-$9.36M |
| 2 |
ORL
Oak Root LLC
Santa Barbara,
California
|
-$3.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.33M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$90.6K |
AVLC Hedge Fund Activity: Q2 2024 in Review
19 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Equity ETF (AVLC) for Q2 2024, worth a combined $288M — up 36% from $213M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new AVLC positions and 2 closed out — a net gain of 8 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Pacific Life Fund Advisors, opening a new position worth an estimated $38.3M. The largest seller was AlphaQ Advisors, exiting entirely with an estimated $9.36M sold.
- 19 institutional investors held Avantis US Large Cap Equity ETF (AVLC) as of Q2 2024, up from 11 in Q1 2024.
- Funds reported $288M of Avantis US Large Cap Equity ETF stock for Q2 2024, up 36% quarter-over-quarter.
- 10 funds opened new Avantis US Large Cap Equity ETF positions in Q2 2024 and 2 closed out, a net change of +8 holders.
- The largest Avantis US Large Cap Equity ETF buyer in Q2 2024 was Pacific Life Fund Advisors, an estimated $38.3M added.
- The largest Avantis US Large Cap Equity ETF seller in Q2 2024 was AlphaQ Advisors, an estimated $9.36M sold.
Based on aggregated 13F filings for Q2 2024.