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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
DI
251
Disciplined Investments
Oklahoma
$434K +$6.06K +89 +1%
RWM
252
Riverchase Wealth Management
Texas
$432K +$440K +6,465 New
CWM
253
CCG Wealth Management
California
$420K +$137K +2,014 +47%
AIM
254
Acropolis Investment Management
Missouri
$410K +$418K +6,142 New
NAM
255
NorthCrest Asset Manangement
Minnesota
$400K +$408K +5,996 New
FPGK
256
Financial Partners Group (Kansas)
Kansas
$396K +$118K +1,738 +42%
SWA
257
Sax Wealth Advisors
New Jersey
$391K +$399K +5,860 New
MPW
258
Magnolia Private Wealth
Pennsylvania
$387K +$394K +5,795 New
VIP
259
Vista Investment Partners
Oklahoma
$380K +$387K +5,690 New
LI
260
LRI Investments
Florida
$380K
SDWIA
261
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$374K +$8.57K +126 +2%
PWIA
262
Porter White Investment Advisors
Alabama
$365K
FSWA
263
Financial Synergies Wealth Advisors
Texas
$365K +$2.59K +38 +0.7%
RPA
264
Redwood Park Advisors
California
$363K +$370K +5,441 New
AWC
265
Adamsbrown Wealth Consultants
Kansas
$363K +$67.6K +994 +22%
EPW
266
Endeavor Private Wealth
Kansas
$355K +$361K +5,311 New
QHA
267
Quarry Hill Advisors
Minnesota
$342K
SFS
268
Summit Financial Strategies
Ohio
$335K
CFA
269
Cahill Financial Advisors
Minnesota
$331K +$1.43K +21 +0.4%
WAS
270
WESPAC Advisors SoCal
California
$324K -$38K -558 -10%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$310K +$186K +2,738 +144%
PI
272
PFG Investments
New York
$306K +$50.4K +741 +19%
JCM
273
Jacobi Capital Management
Pennsylvania
$301K +$680 +10 +0.2%
AIP
274
Almanack Investment Partners
Pennsylvania
$272K
PRRFG
275
Paul R. Ried Financial Group
Washington
$272K +$277K +4,071 New

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.