Avantis US Large Cap Value ETF
AVLV
142 hedge funds and large institutions have $1.15B invested in Avantis US Large Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 83 increasing their positions, 29 reducing their positions, and 10 closing their positions.
186% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 29
90% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 10
23% more capital invested
Capital invested by funds: $934M → $1.15B (+$211M)
21% more funds holding in top 10
Funds holding in top 10: 19 → 23 (+4)
7% more funds holding
Funds holding: 133 → 142 (+9)
1.87% less ownership
Funds ownership: 77.13% → 75.26% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$37.6M |
| 2 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$23.9M |
| 3 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$21M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$16.4M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFA
Websterrogers Financial Advisors
Florence,
South Carolina
|
-$16.7M |
| 2 |
TA
TFB Advisors
Overland Park,
Kansas
|
-$923K |
| 3 |
PAS
Park Avenue Securities
New York
|
-$834K |
| 4 |
Jane Street
New York
|
-$773K |
| 5 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$762K |
AVLV Hedge Fund Activity: Q3 2023 in Review
142 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Value ETF (AVLV) for Q3 2023, worth a combined $1.15B — up 23% from $934M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new AVLV positions and 10 closed out — a net gain of 9 holders — while 83 added to existing stakes and 29 trimmed.
The largest buyer was Cetera Advisors, adding an estimated $37.6M. The largest seller was Websterrogers Financial Advisors, cutting an estimated $16.7M.
- 142 institutional investors held Avantis US Large Cap Value ETF (AVLV) as of Q3 2023, up from 133 in Q2 2023.
- Funds reported $1.15B of Avantis US Large Cap Value ETF stock for Q3 2023, up 23% quarter-over-quarter.
- 19 funds opened new Avantis US Large Cap Value ETF positions in Q3 2023 and 10 closed out, a net change of +9 holders.
- The largest Avantis US Large Cap Value ETF buyer in Q3 2023 was Cetera Advisors, an estimated $37.6M added.
- The largest Avantis US Large Cap Value ETF seller in Q3 2023 was Websterrogers Financial Advisors, an estimated $16.7M sold.
Based on aggregated 13F filings for Q3 2023.