Avantis US Large Cap Value ETF
AVLV
278 hedge funds and large institutions have $3.81B invested in Avantis US Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 157 increasing their positions, 52 reducing their positions, and 17 closing their positions.
202% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 52
171% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 17
18% more capital invested
Capital invested by funds: $3.21B → $3.81B (+$591M)
11% more funds holding in top 10
Funds holding in top 10: 45 → 50 (+5)
10% more funds holding
Funds holding: 252 → 278 (+26)
1.09% less ownership
Funds ownership: 85.73% → 84.64% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$56.8M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$46.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$44M |
| 4 |
LFS
Legacy Financial Strategies
Overland Park,
Kansas
|
+$30.1M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$22.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$20.4M |
| 2 |
WAS
WESPAC Advisors SoCal
Pasadena,
California
|
-$9.89M |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$6.47M |
| 4 |
Comerica Bank
Dallas,
Texas
|
-$5.92M |
| 5 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$3.55M |
AVLV Hedge Fund Activity: Q3 2024 in Review
278 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Value ETF (AVLV) for Q3 2024, worth a combined $3.81B — up 18% from $3.21B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new AVLV positions and 17 closed out — a net gain of 29 holders — while 157 added to existing stakes and 52 trimmed.
The largest buyer was Ameriprise, adding an estimated $56.8M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $20.4M.
- 278 institutional investors held Avantis US Large Cap Value ETF (AVLV) as of Q3 2024, up from 252 in Q2 2024.
- Funds reported $3.81B of Avantis US Large Cap Value ETF stock for Q3 2024, up 18% quarter-over-quarter.
- 46 funds opened new Avantis US Large Cap Value ETF positions in Q3 2024 and 17 closed out, a net change of +29 holders.
- The largest Avantis US Large Cap Value ETF buyer in Q3 2024 was Ameriprise, an estimated $56.8M added.
- The largest Avantis US Large Cap Value ETF seller in Q3 2024 was Northwestern Mutual Wealth Management, an estimated $20.4M sold.
Based on aggregated 13F filings for Q3 2024.