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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
189
Holders Change
+47
Holders Change %
+33.1%
% of All Funds
2.76%
Holding in Top 10
36
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+56.52%
% of All Funds
0.52%
New
54
Increased
87
Reduced
35
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AA
Alesco Advisors
New York
+$59.2M
2
NPT
Nixon Peabody Trust
Massachusetts
+$28.5M
3
MFT
Moisand Fitzgerald Tamayo
Florida
+$20.6M
4
VWA
Visionary Wealth Advisors
Illinois
+$15M
5
FWP
Falcon Wealth Planning
California
+$15M

Top Sellers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
-$8.11M
2
MWM
Merriman Wealth Management
Washington
-$4.93M
3
JIC
JRM Investment Counsel
Nebraska
-$3.5M
4
AWE
Avidian Wealth Enterprises
Texas
-$3.06M
5
SWP
ShoreHaven Wealth Partners
New Jersey
-$2.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
76
Total Wealth Planning
Ohio
$4.24M -$141K -2,623 -3%
Corient Private Wealth
77
Corient Private Wealth
Florida
$4.06M +$239K +4,446 +7%
BSW
78
Buckingham Strategic Wealth
Missouri
$4M +$499K +9,286 +15%
AF
79
Apollon Financial
South Carolina
$3.82M +$3.56M +66,114 New
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$3.7M +$87.1K +1,620 +3%
CTWM
81
Cherry Tree Wealth Management
Minnesota
$3.63M +$3.33M +61,913 +6,636%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$3.2M +$2.98M +55,387 New
PAG
83
Paladin Advisory Group
Iowa
$2.9M +$2.7M +50,269 New
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$2.75M -$12.3K -229 -0.5%
Creative Planning
85
Creative Planning
Kansas
$2.55M -$11K -205 -0.5%
SSW
86
Stone Summit Wealth
Florida
$2.43M +$702K +13,060 +45%
VAG
87
Vannoy Advisory Group
Texas
$2.39M +$2.23M +41,464 New
BAM
88
Bayshore Asset Management
Florida
$2.28M +$70.9K +1,318 +3%
PWA
89
PCG Wealth Advisors
Kansas
$2.19M +$1M +18,678 +97%
FPAS
90
Focus Partners Advisor Solutions
Missouri
$2.1M +$994K +18,481 +103%
CC
91
Callan Capital
California
$2.09M +$1.95M +36,225 New
WFA
92
WMG Financial Advisors
Tennessee
$2.07M +$15.9K +296 +0.8%
TIA
93
Traphagen Investment Advisors
New Jersey
$2.06M +$1.61M +29,927 +520%
FFO
94
Fortitude Family Office
Arizona
$1.94M +$1.81M +33,582 New
MWM
95
Meritas Wealth Management
California
$1.92M +$1.24M +23,036 +226%
CPL
96
CAP Partners LLC
Tennessee
$1.9M +$1.77M +32,960 New
MCM
97
Mattern Capital Management
Colorado
$1.87M -$807 -15 -0%
PL
98
Plancorp LLC
Missouri
$1.87M – – –
CPWM
99
Cypress Point Wealth Management
Texas
$1.79M +$108 +2 +0%
PAG
100
Private Advisor Group
New Jersey
$1.77M +$1.65M +30,603 New
2 3
4
5 6

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.