Avantis US Large Cap Value ETF
AVLV
252 hedge funds and large institutions have $3.21B invested in Avantis US Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 138 increasing their positions, 46 reducing their positions, and 15 closing their positions.
207% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 15
200% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 46
23% more capital invested
Capital invested by funds: $2.6B → $3.21B (+$610M)
13% more funds holding
Funds holding: 224 → 252 (+28)
5% more funds holding in top 10
Funds holding in top 10: 43 → 45 (+2)
2.88% more ownership
Funds ownership: 82.85% → 85.73% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Comerica Bank
Dallas,
Texas
|
+$105M |
| 2 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$105M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$45.6M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$45.1M |
| 5 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
+$41.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
-$8.63M |
| 2 |
Renaissance Technologies
New York
|
-$2.43M |
| 3 |
PFA
Pure Financial Advisors
San Diego,
California
|
-$1.74M |
| 4 |
SWP
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
-$1.47M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$1.18M |
AVLV Hedge Fund Activity: Q2 2024 in Review
252 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Value ETF (AVLV) for Q2 2024, worth a combined $3.21B — up 23% from $2.6B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new AVLV positions and 15 closed out — a net gain of 31 holders — while 138 added to existing stakes and 46 trimmed.
The largest buyer was Comerica Bank, adding an estimated $105M. The largest seller was Executive Wealth Management, exiting entirely with an estimated $8.63M sold.
- 252 institutional investors held Avantis US Large Cap Value ETF (AVLV) as of Q2 2024, up from 224 in Q1 2024.
- Funds reported $3.21B of Avantis US Large Cap Value ETF stock for Q2 2024, up 23% quarter-over-quarter.
- 46 funds opened new Avantis US Large Cap Value ETF positions in Q2 2024 and 15 closed out, a net change of +31 holders.
- The largest Avantis US Large Cap Value ETF buyer in Q2 2024 was Comerica Bank, an estimated $105M added.
- The largest Avantis US Large Cap Value ETF seller in Q2 2024 was Executive Wealth Management, an estimated $8.63M sold.
Based on aggregated 13F filings for Q2 2024.