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Avantis US Large Cap Value ETF
AVLV

52 hedge funds and large institutions have $268M invested in Avantis US Large Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 20 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 2

575% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 4

500% more funds holding in top 10

Funds holding in top 10: 1 → 6 (+5)

105% more capital invested

Capital invested by funds: $131M → $268M (+$138M)

79% more funds holding

Funds holding: 29 → 52 (+23)

4.75% more ownership

Funds ownership: 66.77% → 71.52% (+4.8%)

Holders
52
Holders Change
+23
Holders Change %
+79.31%
% of All Funds
0.88%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.1%
New
27
Increased
20
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Merriman Wealth Management
Washington
+$79.6M
2
BA
Bridgewater Advisors
New York
+$41.1M
3
BWP
BSW Wealth Partners
Colorado
+$18.1M
4
FWM
Fortress Wealth Management
California
+$6.75M
5
LPL Financial
LPL Financial
California
+$3.81M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.14M
2
CCM
Coldstream Capital Management
Washington
-$289K
3
TWA
TCI Wealth Advisors
Arizona
-$65K
4
TIM
Tortoise Investment Management
New York
-$50.9K
5
HA
Herold Advisors
New York
-$32.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$747K +$52K +1,021 +7%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$694K -$8.14M -159,816 -91%
WFA
28
Wipfli Financial Advisors
Wisconsin
$617K +$46.3K +908 +7%
CWP
29
Concord Wealth Partners
Virginia
$613K +$678K +13,306 New
NWM
30
Northwest Wealth Management
Iowa
$514K +$568K +11,147 New
GA
31
Greenspring Advisors
Maryland
$510K +$563K +11,055 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$503K +$96.6K +1,897 +21%
MAM
33
McLean Asset Management
Virginia
$460K +$510K +10,005 New
TWP
34
Total Wealth Planning
Ohio
$414K +$458K +8,989 New
GCA
35
Gradient Capital Advisors
California
$372K +$176K +3,460 +75%
CAMV
36
Concord Asset Management (Virginia)
Virginia
$368K +$55.8K +1,095 +16%
GWM
37
Greenwich Wealth Management
Connecticut
$351K +$388K +7,619 New
CFO
38
Collective Family Office
Pennsylvania
$329K +$363K +7,134 New
OMC
39
Old Mission Capital
Illinois
$314K +$347K +6,812 New
TI
40
Truepoint Inc
Ohio
$306K +$338K +6,636 New
FNBSF
41
First National Bank Sioux Falls
South Dakota
$293K +$323K +6,347 New
Jane Street
42
Jane Street
New York
$284K +$314K +6,163 New
TIA
43
Traphagen Investment Advisors
New Jersey
$259K – – –
HighTower Advisors
44
HighTower Advisors
Illinois
$227K +$251K +4,934 New
CPA
45
Capital Performance Advisors
California
$204K +$225K +4,415 New
TIM
46
Tortoise Investment Management
New York
$50K -$50.9K -1,000 -48%
CIAS
47
Capital Investment Advisory Services
North Carolina
$48K +$2.55K +50 +5%
Osaic Holdings
48
Osaic Holdings
Arizona
$37K +$41.2K +809 New
LPP
49
Life Planning Partners
Florida
$20K – – –
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$9.12K +179 New
1
2
3

AVLV Hedge Fund Activity: Q2 2022 in Review

52 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Value ETF (AVLV) for Q2 2022, worth a combined $268M — up 105% from $131M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AVLV positions and 4 closed out — a net gain of 23 holders — while 20 added to existing stakes and 2 trimmed.

The largest buyer was Merriman Wealth Management, adding an estimated $79.6M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $8.14M.

  • 52 institutional investors held Avantis US Large Cap Value ETF (AVLV) as of Q2 2022, up from 29 in Q1 2022.
  • Funds reported $268M of Avantis US Large Cap Value ETF stock for Q2 2022, up 105% quarter-over-quarter.
  • 27 funds opened new Avantis US Large Cap Value ETF positions in Q2 2022 and 4 closed out, a net change of +23 holders.
  • The largest Avantis US Large Cap Value ETF buyer in Q2 2022 was Merriman Wealth Management, an estimated $79.6M added.
  • The largest Avantis US Large Cap Value ETF seller in Q2 2022 was Cambridge Investment Research Advisors, an estimated $8.14M sold.

Based on aggregated 13F filings for Q2 2022.