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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
SI
176
Stephens Inc
Arkansas
$1.88M +$1.91M +28,093 New
PWM
177
Parkshore Wealth Management
California
$1.86M +$1.89M +27,850 New
Susquehanna International Group
178
Susquehanna International Group
Pennsylvania
$1.85M +$1.26M +18,467 +200%
GA
179
Greenspring Advisors
Maryland
$1.85M -$31.8K -468 -2%
LFGO
180
Legacy Financial Group (Oklahoma)
Oklahoma
$1.84M +$280K +4,119 +18%
TWA
181
TCI Wealth Advisors
Arizona
$1.83M
LA
182
LexAurum Advisors
Kansas
$1.79M +$169K +2,486 +10%
PAM
183
Pacific Asset Management
Washington
$1.7M +$1.73M +25,430 New
OCM
184
Orion Capital Management
California
$1.68M +$219K +3,219 +15%
CC
185
Callan Capital
California
$1.66M -$85.7K -1,259 -5%
EH
186
Equitable Holdings
New York
$1.66M +$71.6K +1,052 +4%
AFG
187
ABLE Financial Group
Arizona
$1.63M +$1.66M +24,467 New
VF
188
Vawter Financial
Ohio
$1.62M +$289K +4,243 +21%
CWA
189
Canvas Wealth Advisors
Kansas
$1.6M +$15.8K +232 +1%
CFP
190
Cascade Financial Partners
California
$1.59M +$90K +1,323 +6%
SHFA
191
SC&H Financial Advisors
Maryland
$1.58M +$7.21K +106 +0.4%
THL
192
Tillman Hartley LLC
Colorado
$1.56M -$137K -2,013 -8%
TIM
193
Tortoise Investment Management
New York
$1.54M -$13.2K -194 -0.8%
VT
194
Vise Technologies
New York
$1.53M +$1.56M +22,871 New
UWM
195
USAdvisors Wealth Management
Minnesota
$1.48M -$10.4K -153 -0.7%
Cerity Partners
196
Cerity Partners
New York
$1.44M +$1.47M +21,602 New
AAM
197
Austin Asset Management
Texas
$1.43M +$1.19M +17,498 +449%
NWM
198
Northwest Wealth Management
Iowa
$1.39M -$327K -4,813 -19%
AAS
199
Avantax Advisory Services
Texas
$1.3M +$27.4K +403 +2%
WPC
200
Wedmont Private Capital
Pennsylvania
$1.29M +$16.9K +249 +1%

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.