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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
CPA
126
Cardiff Park Advisors
California
$5.41M +$18.3K +269 +0.3%
Focus Partners Wealth
127
Focus Partners Wealth
Massachusetts
$5.4M +$591K +8,689 +12%
CTWM
128
Cherry Tree Wealth Management
Minnesota
$5.17M -$31.4K -462 -0.6%
VF
129
Vestment Financial
Minnesota
$5.07M +$5.13M +75,428 New
FFA
130
Farther Finance Advisors
California
$4.73M +$2.63M +38,709 +120%
PHWM
131
Pine Harbor Wealth Management
Maryland
$4.68M +$4.77M +70,151 New
MML Investors Services
132
MML Investors Services
Massachusetts
$4.59M -$207K -3,043 -4%
MFG
133
Midwest Financial Group
Kansas
$4.3M +$458K +6,725 +12%
SSW
134
Stone Summit Wealth
Florida
$4.28M +$141K +2,072 +3%
NFG
135
Nations Financial Group
Iowa
$4.03M +$1.84M +26,984 +81%
TWP
136
Total Wealth Planning
Ohio
$4.01M -$120K -1,767 -3%
PAG
137
Paladin Advisory Group
Iowa
$3.97M +$49.3K +724 +1%
PPW
138
Pasadena Private Wealth
California
$3.71M +$371K +5,449 +11%
WFA
139
WMG Financial Advisors
Tennessee
$3.66M +$494K +7,259 +15%
Stifel Financial
140
Stifel Financial
Missouri
$3.64M +$218K +3,207 +6%
EFP
141
EnRich Financial Partners
Wisconsin
$3.62M +$517K +7,601 +16%
SF
142
Synovus Financial
Georgia
$3.48M +$162K +2,382 +5%
AQR Capital Management
143
AQR Capital Management
Connecticut
$3.3M +$2.02M +29,649 +150%
NWM
144
Navigoe Wealth Management
California
$3.27M +$3.33M +48,947 New
PFG
145
Prosperity Financial Group
California
$3.26M +$158K +2,321 +5%
EFG
146
Elios Financial Group
Ohio
$3.2M +$148K +2,172 +5%
BH
147
Burk Holdings
Oklahoma
$3.12M +$3.18M +46,733 New
SA
148
Sovran Advisors
California
$3.01M +$3.02M +44,435 New
PP
149
Prosperity Planning
Missouri
$3M +$1.07M +15,769 +54%
BAM
150
Bayshore Asset Management
Florida
$2.95M +$5.99K +88 +0.2%

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.