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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
APW
326
Aventura Private Wealth
Florida
$38.3K +$39K +573 New
US Bancorp
327
US Bancorp
Minnesota
$35.5K +$36.2K +532 New
CCMI
328
Creative Capital Management Investments
California
$31.4K
RF
329
Robinswood Financial
Washington
$30K
AssetMark Inc
330
AssetMark Inc
California
$28.6K -$2.99K -44 -9%
HFS
331
Hantz Financial Services
Michigan
$25K
MFA
332
Morling Financial Advisors
California
$22.9K +$23.3K +343 New
AP
333
Aspect Partners
Virginia
$21.7K +$13.3K +196 +152%
EWA
334
Elevate Wealth Advisory
Georgia
$19.1K
CJH
335
Christopher J. Hasenberg
Wisconsin
$17.5K -$1.95M -28,658 -99%
FIM
336
FWL Investment Management
Texas
$17.5K
Bessemer Group
337
Bessemer Group
New Jersey
$7K -$1.74M -25,508 -100%
GIA
338
GHP Investment Advisors
Colorado
$5.81K +$5.92K +87 New
JFG
339
JDM Financial Group
Texas
$5.28K
CIBC Private Wealth Group
340
CIBC Private Wealth Group
Georgia
$3.44K +$3.47K +51 New
RLIM
341
Red Lighthouse Investment Management
New York
$2.67K +$2.72K +40 New
CW
342
Curio Wealth
Maryland
$2.54K +$2.59K +38 New
SIC
343
Salem Investment Counselors
North Carolina
$2.4K +$2.45K +36 New
MWA
344
Medallion Wealth Advisors
Connecticut
$935 +$953 +14 New
ICM
345
Islay Capital Management
Texas
$134
FTUS
346
Flow Traders U.S.
New York
-$1.15M -17,474 Closed
EWP
347
Elevation Wealth Partners
California
-$942K -14,311 Closed
FVIM
348
Fort Vancouver Investment Management
Washington
-$706K -10,725 Closed
SIA
349
Soltis Investment Advisors
Utah
-$214K -3,247 Closed
BPWM
350
Badgley Phelps Wealth Managers
Washington
-$206K -3,132 Closed

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.