We are live on ! Find out more
AVLV icon

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
Osaic Holdings
101
Osaic Holdings
Arizona
$7.9M +$2.35M +34,566 +41%
GWM
102
Greenwich Wealth Management
Connecticut
$7.8M +$229K +3,365 +3%
BPA
103
Beacon Pointe Advisors
California
$7.76M -$198K -2,906 -2%
FFG
104
Foundry Financial Group
New Hampshire
$7.74M +$339K +4,979 +4%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$7.68M +$7.83M +115,040 New
MWM
106
Meritas Wealth Management
California
$7.64M +$1.41M +20,749 +22%
YWM
107
Yardley Wealth Management
Pennsylvania
$7.47M +$1.24M +18,269 +19%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$7.38M +$1.31M +19,274 +21%
ATC
109
Advantage Trust Company
Kansas
$7.37M +$3.2M +47,054 +74%
SCM
110
SOL Capital Management
Maryland
$7.36M +$230K +3,383 +3%
FF
111
Financial Futures
New Jersey
$7.22M +$267K +3,927 +4%
KFP
112
KMG Fiduciary Partners
Ohio
$6.8M +$437K +6,416 +7%
FFO
113
Fortitude Family Office
Arizona
$6.71M +$1.33M +19,607 +24%
Creative Planning
114
Creative Planning
Kansas
$6.65M +$141K +2,077 +2%
AHC
115
Anderson Hoagland & Co
Missouri
$6.63M +$75.6K +1,111 +1%
Pathstone Holdings
116
Pathstone Holdings
New Jersey
$6.61M -$89.7K -1,318 -1%
Corient Private Wealth
117
Corient Private Wealth
Florida
$6.35M +$89.4K +1,314 +1%
CWP
118
Concord Wealth Partners
Virginia
$5.99M -$20.8K -305 -0.3%
FFWA
119
Forthright Family Wealth Advisory
Texas
$5.79M +$147K +2,160 +3%
PPWP
120
Premier Path Wealth Partners
New Jersey
$5.64M +$230K +3,379 +4%
FMN
121
Financial Management Network
California
$5.59M +$1.27M +18,700 +29%
LFG
122
Larson Financial Group
Missouri
$5.53M -$135K -1,991 -2%
CAMV
123
Concord Asset Management (Virginia)
Virginia
$5.52M -$44.6K -655 -0.8%
KPP
124
Kings Path Partners
Texas
$5.49M +$1.3M +19,121 +30%
CA
125
Clune & Associates
Illinois
$5.46M +$5.56M +81,769 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.