We are live on ! Find out more
AVLV icon

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
EH
51
Equitable Holdings
New York
$1.13M +$760K +15,151 +208%
NWM
52
Northwest Wealth Management
Iowa
$986K +$343K +6,846 +53%
UWM
53
USAdvisors Wealth Management
Minnesota
$942K +$19.7K +393 +2%
FNBSF
54
First National Bank Sioux Falls
South Dakota
$783K +$275K +5,489 +54%
WRPWM
55
Werba Rubin Papier Wealth Management
California
$720K +$719K +14,338 New
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$719K +$3.16K +63 +0.5%
THL
57
Tillman Hartley LLC
Colorado
$697K +$696K +13,892 New
PWA
58
PCG Wealth Advisors
Kansas
$646K +$646K +12,880 New
LFGO
59
Legacy Financial Group (Oklahoma)
Oklahoma
$645K +$644K +12,849 New
NL
60
NWAM LLC
Washington
$641K +$157K +3,140 +33%
TIM
61
Tortoise Investment Management
New York
$637K +$272K +5,430 +75%
UBS Group
62
UBS Group
Switzerland
$606K +$605K +12,067 New
WPC
63
Wedmont Private Capital
Pennsylvania
$604K +$164K +3,280 +39%
Corient Private Wealth
64
Corient Private Wealth
Florida
$590K +$590K +11,759 New
SWA
65
Stratos Wealth Advisors
Ohio
$575K +$574K +11,455 New
CPWM
66
Cypress Point Wealth Management
Texas
$443K +$442K +8,821 New
TI
67
Truepoint Inc
Ohio
$423K +$423K +8,437 New
SF
68
Synovus Financial
Georgia
$397K +$396K +7,904 New
BSW
69
Buckingham Strategic Wealth
Missouri
$391K +$391K +7,799 New
AFAS
70
Acorn Financial Advisory Services
Virginia
$294K +$294K +5,868 New
GCA
71
Gradient Capital Advisors
California
$279K -$105K -2,101 -27%
CCM
72
Coldstream Capital Management
Washington
$273K +$272K +5,435 New
SDWIA
73
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$232K +$232K +4,629 New
CPA
74
Capital Performance Advisors
California
$222K +$221K +4,415 New
GAM
75
GEM Asset Management
Michigan
$219K +$218K +4,354 New
1 2
3
4

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.