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Avantis US Large Cap Value ETF

345 hedge funds and large institutions have $4.38B invested in Avantis US Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 166 increasing their positions, 68 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,029% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 7

144% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 68

24% more funds holding

Funds holding: 278345 (+67)

20% more funds holding in top 10

Funds holding in top 10: 5060 (+10)

15% more capital invested

Capital invested by funds: $3.81B → $4.38B (+$571M)

1.69% more ownership

Funds ownership: 84.64%86.33% (+1.7%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7K

Holders
345
Holders Change
+67
Holders Change %
+24.1%
% of All Funds
4.54%
Holding in Top 10
60
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20%
% of All Funds
0.79%
New
79
Increased
166
Reduced
68
Closed
7
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$14K
Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
226
Acorn Financial Advisory Services
Virginia
$655K +$544 +8 +0.1%
NCFG
227
New Century Financial Group
New Jersey
$648K -$80.5K -1,183 -11%
CFP
228
Comprehensive Financial Planning
Pennsylvania
$646K +$658K +9,675 New
NEWAS
229
N.E.W. Advisory Services
Wisconsin
$638K +$650K +9,550 New
M1FG
230
Mach-1 Financial Group
Arkansas
$635K +$647K +9,505 New
TC
231
TownSquare Capital
Utah
$623K +$635K +9,333 New
LCWP
232
Legacy Capital Wealth Partners
Arkansas
$618K +$630K +9,262 New
Millennium Management
233
Millennium Management
New York
$615K +$627K +9,218 New
IAG
234
Investment Advisory Group
Massachusetts
$602K +$114K +1,680 +23%
SFC
235
Sprinkle Financial Consultants
Colorado
$592K +$2.72K +40 +0.5%
TI
236
Truepoint Inc
Ohio
$578K +$14.4K +211 +2%
BTI
237
Blue Trust Inc
Georgia
$558K
ACP
238
Aveo Capital Partners
Colorado
$547K -$6.67K -98 -1%
SAG
239
SageView Advisory Group
California
$544K +$82.7K +1,215 +18%
Renaissance Technologies
240
Renaissance Technologies
New York
$521K -$885K -13,000 -63%
AWE
241
Avidian Wealth Enterprises
Texas
$514K +$88.5K +1,300 +20%
AWS
242
Atria Wealth Solutions
New York
$507K +$128K +1,878 +33%
CA
243
CGN Advisors
Kansas
$504K +$513K +7,545 New
BW
244
BIP Wealth
Georgia
$501K +$176K +2,591 +53%
GCA
245
Greenwood Capital Associates
South Carolina
$500K +$509K +7,486 New
LG
246
LAM Group
Oregon
$498K +$84.7K +1,245 +20%
MW
247
Members Wealth
Pennsylvania
$478K +$471K +6,926 New
Citadel Advisors
248
Citadel Advisors
Florida
$442K +$15.2K +224 +3%
AWM
249
AE Wealth Management
Kansas
$439K +$447K +6,574 New
CAC
250
Certified Advisory Corp
Florida
$434K +$2.72K +40 +0.6%

AVLV Hedge Fund Activity: Q4 2024 in Review

345 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Value ETF (AVLV) for Q4 2024, worth a combined $4.38B — up 15% from $3.81B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new AVLV positions and 7 closed out — a net gain of 72 holders — while 166 added to existing stakes and 68 trimmed.

The largest buyer was PrairieView Partners, adding an estimated $60.3M. The largest seller was Pacific Life Fund Advisors, cutting an estimated $16.6M.

  • 345 institutional investors held Avantis US Large Cap Value ETF (AVLV) as of Q4 2024, up from 278 in Q3 2024.
  • Funds reported $4.38B of Avantis US Large Cap Value ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 79 funds opened new Avantis US Large Cap Value ETF positions in Q4 2024 and 7 closed out, a net change of +72 holders.
  • The largest Avantis US Large Cap Value ETF buyer in Q4 2024 was PrairieView Partners, an estimated $60.3M added.
  • The largest Avantis US Large Cap Value ETF seller in Q4 2024 was Pacific Life Fund Advisors, an estimated $16.6M sold.

Based on aggregated 13F filings for Q4 2024.