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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
PAS
26
Park Avenue Securities
New York
$53.5M -$675K -9,925 -1%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$48.7M +$18.2M +267,497 +58%
Raymond James Financial
28
Raymond James Financial
Florida
$45.3M +$46.1M +678,277 New
FWP
29
FAS Wealth Partners
Kansas
$41.6M -$81K -1,190 -0.2%
GSIS
30
Global Strategic Investment Solutions
Arizona
$40.2M +$15.9M +234,125 +64%
Financial Engines Advisors
31
Financial Engines Advisors
California
$37.5M +$1.44M +21,173 +4%
WMN
32
Wealth Management Nebraska
Nebraska
$36.1M +$36.7M +539,922 New
OCG
33
Opus Capital Group
Ohio
$33M -$255K -3,752 -0.8%
Wells Fargo
34
Wells Fargo
California
$32.8M +$5.73M +84,242 +21%
LFS
35
Legacy Financial Strategies
Kansas
$32.5M +$979K +14,390 +3%
AFGAS
36
Allegiance Financial Group Advisory Services
Virginia
$30.4M +$1.59M +23,321 +5%
JIC
37
JRM Investment Counsel
Nebraska
$30.1M +$2.22M +32,657 +8%
VWA
38
Visionary Wealth Advisors
Illinois
$29.8M +$675K +9,921 +2%
GT
39
Glenview Trust
Kentucky
$29.2M +$6.25M +91,824 +27%
PLFA
40
Pacific Life Fund Advisors
California
$28.8M -$16.6M -244,508 -36%
FWM
41
Fortress Wealth Management
California
$27.4M +$1.72M +25,351 +7%
UBS Group
42
UBS Group
Switzerland
$26.4M +$2.52M +37,107 +10%
WCWM
43
Willow Creek Wealth Management
California
$22.7M +$1.7M +25,006 +8%
CPIG
44
Chicago Partners Investment Group
Illinois
$21.2M +$1.66M +24,439 +8%
VAMG
45
Voisard Asset Management Group
Michigan
$21.2M +$20.8M +306,122 +2,614%
SB
46
Strategic Blueprint
Georgia
$21M +$218K +3,200 +1%
WFA
47
Websterrogers Financial Advisors
South Carolina
$20.1M +$80.1K +1,177 +0.4%
ME
48
McIlrath & Eck
Washington
$18.7M -$931K -13,683 -5%
ICMP
49
Integrated Capital Management (Pennsylvania)
Pennsylvania
$18.3M -$423K -6,222 -2%
AA
50
Aire Advisors
California
$16.4M +$495K +7,276 +3%

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.