Avantis US Large Cap Value ETF
AVLV
189 hedge funds and large institutions have $1.66B invested in Avantis US Large Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 87 increasing their positions, 35 reducing their positions, and 5 closing their positions.
980% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 5
149% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 35
57% more funds holding in top 10
Funds holding in top 10: 23 → 36 (+13)
45% more capital invested
Capital invested by funds: $1.15B → $1.66B (+$512M)
33% more funds holding
Funds holding: 142 → 189 (+47)
4.82% more ownership
Funds ownership: 75.26% → 80.08% (+4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Alesco Advisors
Pittsford,
New York
|
+$59.2M |
| 2 |
NPT
Nixon Peabody Trust
Boston,
Massachusetts
|
+$28.5M |
| 3 |
MFT
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
+$20.6M |
| 4 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$15M |
| 5 |
FWP
Falcon Wealth Planning
Ontario,
California
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$8.11M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$4.93M |
| 3 |
JIC
JRM Investment Counsel
Omaha,
Nebraska
|
-$3.5M |
| 4 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$3.06M |
| 5 |
SWP
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
-$2.88M |
AVLV Hedge Fund Activity: Q4 2023 in Review
189 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Value ETF (AVLV) for Q4 2023, worth a combined $1.66B — up 45% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new AVLV positions and 5 closed out — a net gain of 49 holders — while 87 added to existing stakes and 35 trimmed.
The largest buyer was Alesco Advisors, opening a new position worth an estimated $59.2M. The largest seller was Mariner, cutting an estimated $8.11M.
- 189 institutional investors held Avantis US Large Cap Value ETF (AVLV) as of Q4 2023, up from 142 in Q3 2023.
- Funds reported $1.66B of Avantis US Large Cap Value ETF stock for Q4 2023, up 45% quarter-over-quarter.
- 54 funds opened new Avantis US Large Cap Value ETF positions in Q4 2023 and 5 closed out, a net change of +49 holders.
- The largest Avantis US Large Cap Value ETF buyer in Q4 2023 was Alesco Advisors, an estimated $59.2M added.
- The largest Avantis US Large Cap Value ETF seller in Q4 2023 was Mariner, an estimated $8.11M sold.
Based on aggregated 13F filings for Q4 2023.