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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$20.7M |
| 2 |
BHWM
Beaird Harris Wealth Management
Dallas,
Texas
|
+$13.9M |
| 3 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$13.2M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$13M |
| 5 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$16.9M |
| 2 |
PFA
Pure Financial Advisors
San Diego,
California
|
-$1.71M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$1.05M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$738K |
| 5 |
Goldman Sachs
New York
|
-$568K |
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.