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Avantis US Large Cap Value ETF

345 hedge funds and large institutions have $4.38B invested in Avantis US Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 166 increasing their positions, 68 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,029% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 7

144% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 68

24% more funds holding

Funds holding: 278345 (+67)

20% more funds holding in top 10

Funds holding in top 10: 5060 (+10)

15% more capital invested

Capital invested by funds: $3.81B → $4.38B (+$571M)

1.69% more ownership

Funds ownership: 84.64%86.33% (+1.7%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7K

Holders
345
Holders Change
+67
Holders Change %
+24.1%
% of All Funds
4.54%
Holding in Top 10
60
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20%
% of All Funds
0.79%
New
79
Increased
166
Reduced
68
Closed
7
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$14K
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
76
Keener Financial Planning
Texas
$11.2M +$1.46M +21,431 +15%
IAA
77
Independent Advisor Alliance
North Carolina
$11.1M +$11.3M +166,755 New
RFG
78
REAP Financial Group
Texas
$11.1M -$102K -1,504 -0.9%
AF
79
Apollon Financial
South Carolina
$11.1M +$1.57M +23,124 +16%
FWM
80
Fonville Wealth Management
Virginia
$11M +$1.24M +18,289 +12%
SXL
81
Summit X LLC
Missouri
$10.8M +$411K +6,035 +4%
LAM
82
Lifestyle Asset Management
Texas
$10.7M -$1.89M -27,717 -15%
FPAS
83
Focus Partners Advisor Solutions
Missouri
$10.2M +$2.99M +43,944 +40%
PWA
84
PCG Wealth Advisors
Kansas
$10.2M +$113K +1,660 +1%
AA
85
Armis Advisers
Georgia
$10.1M +$10.2M +150,598 New
SRC
86
Sage Rhino Capital
California
$9.93M -$375K -5,518 -4%
EWM
87
Echo Wealth Management
Minnesota
$9.82M -$51.8K -762 -0.5%
MWM
88
McMill Wealth Management
Nebraska
$9.8M +$9.99M +146,790 New
CFO
89
Collective Family Office
Pennsylvania
$9.8M +$618K +9,079 +7%
BW
90
BostonPremier Wealth
Massachusetts
$9.7M +$9.88M +145,260 New
WWA
91
WCG Wealth Advisors
Nevada
$9.51M -$3.18M -46,702 -25%
VWA
92
Valued Wealth Advisors
Utah
$9.34M +$198K +2,915 +2%
KSWWM
93
Keyes Stange & Wooten Wealth Management
Florida
$9.06M +$237K +3,481 +3%
SWP
94
ShoreHaven Wealth Partners
New Jersey
$9.02M -$220K -3,239 -2%
SWA
95
Stratos Wealth Advisors
Ohio
$8.97M +$482K +7,085 +6%
MGW
96
MB Generational Wealth
Washington
$8.95M -$44.2K -650 -0.5%
SP
97
Symmetry Partners
Connecticut
$8.67M +$5.75M +84,452 +186%
BWMG
98
Bannerman Wealth Management Group
Texas
$8.63M +$8.79M +129,244 New
FDDB
99
Fidelity D&D Bancorp
Pennsylvania
$8.4M +$726K +10,670 +9%
SOWAS
100
Silver Oak Wealth Advisors Services
California
$8.39M +$8.55M +125,597 New

AVLV Hedge Fund Activity: Q4 2024 in Review

345 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Value ETF (AVLV) for Q4 2024, worth a combined $4.38B — up 15% from $3.81B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new AVLV positions and 7 closed out — a net gain of 72 holders — while 166 added to existing stakes and 68 trimmed.

The largest buyer was PrairieView Partners, adding an estimated $60.3M. The largest seller was Pacific Life Fund Advisors, cutting an estimated $16.6M.

  • 345 institutional investors held Avantis US Large Cap Value ETF (AVLV) as of Q4 2024, up from 278 in Q3 2024.
  • Funds reported $4.38B of Avantis US Large Cap Value ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 79 funds opened new Avantis US Large Cap Value ETF positions in Q4 2024 and 7 closed out, a net change of +72 holders.
  • The largest Avantis US Large Cap Value ETF buyer in Q4 2024 was PrairieView Partners, an estimated $60.3M added.
  • The largest Avantis US Large Cap Value ETF seller in Q4 2024 was Pacific Life Fund Advisors, an estimated $16.6M sold.

Based on aggregated 13F filings for Q4 2024.