Avantis US Large Cap Value ETF
AVLV
56 hedge funds and large institutions have $330M invested in Avantis US Large Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 4 reducing their positions, and 10 closing their positions.
850% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 4
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
23% more capital invested
Capital invested by funds: $268M → $330M (+$61.9M)
8% more funds holding
Funds holding: 52 → 56 (+4)
1.81% less ownership
Funds ownership: 71.52% → 69.71% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$19M |
| 2 |
JIC
JRM Investment Counsel
Omaha,
Nebraska
|
+$11.6M |
| 3 |
BHWM
Beaird Harris Wealth Management
Dallas,
Texas
|
+$5.19M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$3.79M |
| 5 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$3.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
McLean Asset Management
Tysons,
Virginia
|
-$460K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$314K |
| 3 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
-$306K |
| 4 |
Jane Street
New York
|
-$284K |
| 5 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
-$259K |
AVLV Hedge Fund Activity: Q3 2022 in Review
56 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Value ETF (AVLV) for Q3 2022, worth a combined $330M — up 23% from $268M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new AVLV positions and 10 closed out — a net gain of 4 holders — while 38 added to existing stakes and 4 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $19M. The largest seller was McLean Asset Management, exiting entirely with an estimated $460K sold.
- 56 institutional investors held Avantis US Large Cap Value ETF (AVLV) as of Q3 2022, up from 52 in Q2 2022.
- Funds reported $330M of Avantis US Large Cap Value ETF stock for Q3 2022, up 23% quarter-over-quarter.
- 14 funds opened new Avantis US Large Cap Value ETF positions in Q3 2022 and 10 closed out, a net change of +4 holders.
- The largest Avantis US Large Cap Value ETF buyer in Q3 2022 was Commonwealth Equity Services, an estimated $19M added.
- The largest Avantis US Large Cap Value ETF seller in Q3 2022 was McLean Asset Management, an estimated $460K sold.
Based on aggregated 13F filings for Q3 2022.