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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
Mariner
276
Mariner
Kansas
$267K +$272K +3,995 New
BWM
277
Brickley Wealth Management
California
$259K
IFA
278
Index Fund Advisors
California
$256K +$16.2K +238 +7%
GCA
279
Gradient Capital Advisors
California
$256K -$10.2K -150 -4%
VA
280
Valmark Advisers
Ohio
$249K -$27.5K -404 -10%
P
281
&Partners
Tennessee
$249K +$2.45K +36 +1%
WHCFA
282
William Howard & Co Financial Advisors
Tennessee
$248K +$1.16K +17 +0.5%
AWM
283
Arista Wealth Management
Nevada
$245K +$10.4K +153 +4%
KPWS
284
Kestra Private Wealth Services
Texas
$241K -$2.18M -32,032 -90%
EWA
285
EP Wealth Advisors
California
$237K +$241K +3,543 New
CPA
286
Capital Performance Advisors
California
$236K
TAM
287
Titleist Asset Management
Texas
$236K +$241K +3,535 New
OC
288
Oppenheimer & Co
New York
$233K +$1.16K +17 +0.5%
Bank of New York Mellon
289
Bank of New York Mellon
New York
$232K +$272 +4 +0.1%
RWM
290
Ruedi Wealth Management
Illinois
$232K
AWA
291
Adapt Wealth Advisors
Georgia
$226K +$230K +3,381 New
SCM
292
Stordahl Capital Management
Colorado
$221K +$225K +3,304 New
DADC
293
D.A. Davidson & Co
Montana
$220K +$225K +3,300 New
MGIA
294
Moneta Group Investment Advisors
Missouri
$220K +$224K +3,288 New
TFG
295
Team Financial Group
California
$214K +$218K +3,208 New
OIA
296
OneDigital Investment Advisors
Kansas
$213K +$217K +3,183 New
LFA
297
Level Financial Advisors
New York
$211K +$215K +3,156 New
WFAG
298
Wescott Financial Advisory Group
Pennsylvania
$208K
D.E. Shaw & Co
299
D.E. Shaw & Co
New York
$204K -$738K -10,843 -78%
WGC
300
Watts Gwilliam & Co
Arizona
$204K +$206K +3,021 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.