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Avantis US Large Cap Value ETF
AVLV

87 hedge funds and large institutions have $544M invested in Avantis US Large Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 43 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,333% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 3

583% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 6

65% more capital invested

Capital invested by funds: $330M → $544M (+$214M)

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

55% more funds holding

Funds holding: 56 → 87 (+31)

3.87% more ownership

Funds ownership: 69.71% → 73.59% (+3.9%)

Holders
87
Holders Change
+31
Holders Change %
+55.36%
% of All Funds
1.4%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.21%
New
41
Increased
43
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$20.7M
2
BHWM
Beaird Harris Wealth Management
Texas
+$13.9M
3
OCG
Opus Capital Group
Ohio
+$13.2M
4
MWM
Merriman Wealth Management
Washington
+$13M
5
FWP
FAS Wealth Partners
Kansas
+$12.5M

Top Sellers

Rank Fund Capital Flow
1
BWP
BSW Wealth Partners
Colorado
-$16.9M
2
PFA
Pure Financial Advisors
California
-$1.71M
3
RA
RFG Advisory
Alabama
-$1.05M
4
Truist Financial
Truist Financial
North Carolina
-$738K
5
Goldman Sachs
Goldman Sachs
New York
-$568K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
26
Cardiff Park Advisors
California
$4.39M +$300K +5,976 +7%
CAMV
27
Concord Asset Management (Virginia)
Virginia
$4.27M +$3.63M +72,316 +568%
WCA
28
Waypoint Capital Advisors
Minnesota
$4.18M +$1.22M +24,289 +41%
PP
29
PrairieView Partners
Minnesota
$3.8M +$74.3K +1,483 +2%
TWP
30
Total Wealth Planning
Ohio
$3.74M +$1.83M +36,408 +96%
BCM
31
Brainard Capital Management
Texas
$3.17M +$3.17M +63,154 New
KAS
32
Kestra Advisory Services
Texas
$2.9M +$2.9M +57,772 New
JMPWA
33
JP Morgan Private Wealth Advisors
California
$2.86M +$771K +15,387 +37%
CFO
34
Collective Family Office
Pennsylvania
$2.71M +$1.39M +27,820 +106%
SCM
35
SOL Capital Management
Maryland
$2.67M +$382K +7,610 +17%
MRWM
36
ML&R Wealth Management
Texas
$2.65M +$548K +10,921 +26%
ASN
37
Advisory Services Network
Georgia
$2.53M +$759K +15,145 +43%
BA
38
Bridge Advisory
California
$2.46M +$201K +4,015 +9%
GWM
39
Greenwich Wealth Management
Connecticut
$2.44M +$249K +4,972 +11%
Jane Street
40
Jane Street
New York
$2.41M +$2.41M +48,087 New
AFG
41
Altiora Financial Group
Ohio
$2.27M +$2.27M +45,318 New
Creative Planning
42
Creative Planning
Kansas
$2.2M +$2.19M +43,746 New
AFP
43
Ausdal Financial Partners
Iowa
$1.95M +$1.95M +38,849 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.74M +$681K +13,578 +64%
PL
45
Plancorp LLC
Missouri
$1.62M +$60.2K +1,200 +4%
BAM
46
Bayshore Asset Management
Florida
$1.59M +$137K +2,736 +9%
MWM
47
Mattern Wealth Management
Kansas
$1.47M -$50.1K -1,000 -3%
WA
48
Wealth Architects
California
$1.31M +$1.31M +26,100 New
GA
49
Greenspring Advisors
Maryland
$1.24M +$648K +12,917 +109%
SHFA
50
SC&H Financial Advisors
Maryland
$1.15M +$6.87K +137 +0.6%
1
2
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AVLV Hedge Fund Activity: Q4 2022 in Review

87 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Value ETF (AVLV) for Q4 2022, worth a combined $544M — up 65% from $330M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AVLV positions and 6 closed out — a net gain of 35 holders — while 43 added to existing stakes and 3 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $20.7M. The largest seller was BSW Wealth Partners, exiting entirely with an estimated $16.9M sold.

  • 87 institutional investors held Avantis US Large Cap Value ETF (AVLV) as of Q4 2022, up from 56 in Q3 2022.
  • Funds reported $544M of Avantis US Large Cap Value ETF stock for Q4 2022, up 65% quarter-over-quarter.
  • 41 funds opened new Avantis US Large Cap Value ETF positions in Q4 2022 and 6 closed out, a net change of +35 holders.
  • The largest Avantis US Large Cap Value ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $20.7M added.
  • The largest Avantis US Large Cap Value ETF seller in Q4 2022 was BSW Wealth Partners, an estimated $16.9M sold.

Based on aggregated 13F filings for Q4 2022.