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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
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$902K +$71.2K +1,324 +9%
THL
127
Tillman Hartley LLC
Colorado
$845K +$28.5K +530 +4%
EWP
128
Elevation Wealth Partners
California
$829K – – –
Renaissance Technologies
129
Renaissance Technologies
New York
$809K +$753K +14,000 New
AWM
130
Axxcess Wealth Management
California
$802K +$747K +13,886 New
LFGO
131
Legacy Financial Group (Oklahoma)
Oklahoma
$775K +$22.2K +412 +3%
FFA
132
Farther Finance Advisors
California
$721K +$32.1K +596 +5%
DWM
133
Dopkins Wealth Management
New York
$715K +$198K +3,683 +42%
GA
134
Greenspring Advisors
Maryland
$682K +$425K +7,908 +203%
WPC
135
Wedmont Private Capital
Pennsylvania
$679K +$753 +14 +0.1%
TP
136
Tranquility Partners
Tennessee
$585K +$146K +2,717 +37%
RSWM
137
Robertson Stephens Wealth Management
California
$582K – – –
AFAS
138
Acorn Financial Advisory Services
Virginia
$567K +$24K +447 +5%
AAS
139
Avantax Advisory Services
Texas
$555K +$516K +9,602 New
CFS
140
CRA Financial Services
New Jersey
$534K +$179K +3,335 +56%
SFC
141
Sprinkle Financial Consultants
Colorado
$499K +$465K +8,645 New
ACP
142
Aveo Capital Partners
Colorado
$482K -$19.6K -364 -4%
TI
143
Truepoint Inc
Ohio
$474K – – –
CAN
144
Cetera Advisor Networks
California
$473K +$67.1K +1,248 +18%
BTI
145
Blue Trust Inc
Georgia
$461K -$99.4K -1,849 -17%
Citadel Advisors
146
Citadel Advisors
Florida
$457K +$426K +7,918 New
SF
147
Synovus Financial
Georgia
$449K +$2.69K +50 +0.6%
GAM
148
GEM Asset Management
Michigan
$432K +$145K +2,697 +56%
EWA
149
Elevate Wealth Advisory
Georgia
$430K +$400K +7,438 New
IWM
150
IHT Wealth Management
Illinois
$404K +$376K +6,993 New
4 5
6
7 8

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.