Avantis US Large Cap Value ETF
AVLV
224 hedge funds and large institutions have $2.6B invested in Avantis US Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 116 increasing their positions, 52 reducing their positions, and 8 closing their positions.
463% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 8
123% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 52
57% more capital invested
Capital invested by funds: $1.66B → $2.6B (+$947M)
19% more funds holding in top 10
Funds holding in top 10: 36 → 43 (+7)
19% more funds holding
Funds holding: 189 → 224 (+35)
2.77% more ownership
Funds ownership: 80.08% → 82.85% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$364M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$57.8M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$25.3M |
| 4 |
FWP
Falcon Wealth Planning
Ontario,
California
|
+$20.2M |
| 5 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$20.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$9.23M |
| 2 |
BDWCC
B&D White Capital Company
Lakeway,
Texas
|
-$8.17M |
| 3 |
PFA
Pure Financial Advisors
San Diego,
California
|
-$3.97M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$2.78M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.59M |
AVLV Hedge Fund Activity: Q1 2024 in Review
224 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Value ETF (AVLV) for Q1 2024, worth a combined $2.6B — up 57% from $1.66B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new AVLV positions and 8 closed out — a net gain of 37 holders — while 116 added to existing stakes and 52 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $364M. The largest seller was JP Morgan Chase, cutting an estimated $9.23M.
- 224 institutional investors held Avantis US Large Cap Value ETF (AVLV) as of Q1 2024, up from 189 in Q4 2023.
- Funds reported $2.6B of Avantis US Large Cap Value ETF stock for Q1 2024, up 57% quarter-over-quarter.
- 45 funds opened new Avantis US Large Cap Value ETF positions in Q1 2024 and 8 closed out, a net change of +37 holders.
- The largest Avantis US Large Cap Value ETF buyer in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $364M added.
- The largest Avantis US Large Cap Value ETF seller in Q1 2024 was JP Morgan Chase, an estimated $9.23M sold.
Based on aggregated 13F filings for Q1 2024.