Avantis US Large Cap Value ETF
AVLV
29 hedge funds and large institutions have $131M invested in Avantis US Large Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 2 closing their positions.
700% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 2
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
93% more funds holding
Funds holding: 15 → 29 (+14)
25% more capital invested
Capital invested by funds: $104M → $131M (+$26.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
19.03% less ownership
Funds ownership: 85.81% → 66.77% (-19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$9.26M |
| 2 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$8.55M |
| 3 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$1.33M |
| 4 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$1.03M |
| 5 |
PP
PrairieView Partners
St. Paul,
Minnesota
|
+$987K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
McLean Asset Management
Tysons,
Virginia
|
-$490K |
| 2 |
Jane Street
New York
|
-$370K |
| 3 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
-$111K |
| 4 |
BHWM
Beaird Harris Wealth Management
Dallas,
Texas
|
-$44.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAS
26
Capital Investment Advisory Services
Raleigh,
North Carolina
| $54K | +$52.9K | +1,000 | New |
|
|
HA
27
Herold Advisors
New York
| $32.4K | +$31.8K | +600 | New |
|
28
Jones Financial Companies
Des Peres,
Missouri
| $27K | +$26.5K | +500 | New |
|
|
LPP
29
Life Planning Partners
Jacksonville,
Florida
| $23K | +$22.8K | +430 | New |
|
|
MAM
30
McLean Asset Management
Tysons,
Virginia
| – | -$490K | -8,948 | Closed |
|
|
31
Jane Street
New York
| – | -$370K | -6,818 | Closed |
|
AVLV Hedge Fund Activity: Q1 2022 in Review
29 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Value ETF (AVLV) for Q1 2022, worth a combined $131M — up 25% from $104M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new AVLV positions and 2 closed out — a net gain of 14 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $9.26M. The largest seller was McLean Asset Management, exiting entirely with an estimated $490K sold.
- 29 institutional investors held Avantis US Large Cap Value ETF (AVLV) as of Q1 2022, up from 15 in Q4 2021.
- Funds reported $131M of Avantis US Large Cap Value ETF stock for Q1 2022, up 25% quarter-over-quarter.
- 16 funds opened new Avantis US Large Cap Value ETF positions in Q1 2022 and 2 closed out, a net change of +14 holders.
- The largest Avantis US Large Cap Value ETF buyer in Q1 2022 was Cambridge Investment Research Advisors, an estimated $9.26M added.
- The largest Avantis US Large Cap Value ETF seller in Q1 2022 was McLean Asset Management, an estimated $490K sold.
Based on aggregated 13F filings for Q1 2022.