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.
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%)
Top Buyers
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$79.6M |
| 2 |
BA
Bridgewater Advisors
New York
|
+$41.1M |
| 3 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
+$18.1M |
| 4 |
FWM
Fortress Wealth Management
Culver City,
California
|
+$6.75M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.81M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFA
51
Level Financial Advisors
East Amherst,
New York
| $2K | +$2.34K | +46 | New |
|
|
CCM
52
Coldstream Capital Management
Bellevue,
Washington
| – | -$289K | -5,345 | Closed |
|
|
TWA
53
TCI Wealth Advisors
Tucson,
Arizona
| – | -$65K | -1,200 | Closed |
|
|
HA
54
Herold Advisors
New York
| – | -$32.4K | -600 | Closed |
|
55
Jones Financial Companies
Des Peres,
Missouri
| – | -$27K | -500 | Closed |
|
56
Fidelity Investments
Boston,
Massachusetts
| – | +$51 | +1 | New |
|
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.