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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
MWM
201
Meridian Wealth Management
Kentucky
$1.21M +$80.8K +1,188 +7%
DRP
202
Decker Retirement Planning
Utah
$1.21M +$1.23M +18,069 New
DFS
203
Dixon Fnancial Services
California
$1.2M
MCM
204
Mattern Capital Management
Colorado
$1.2M +$206K +3,025 +20%
SAW
205
Signal Advisors Wealth
Michigan
$1.18M -$13.9K -204 -1%
MHB
206
Midwest Heritage Bank
Iowa
$1.14M +$919K +13,502 +377%
PSA
207
Plum Street Advisors
Louisiana
$1.12M +$852K +12,529 +293%
Envestnet Portfolio Solutions
208
Envestnet Portfolio Solutions
Illinois
$1.06M +$86.5K +1,271 +9%
BCI
209
Brinker Capital Investments
Pennsylvania
$1.06M -$1.43K -21 -0.1%
OPS
210
Orion Portfolio Solutions
Nebraska
$1.06M -$1.43K -21 -0.1%
GRP
211
Global Retirement Partners
California
$1.05M +$169K +2,478 +19%
MAM
212
Mainsail Asset Management
Alabama
$1.04M +$397K +5,837 +60%
TA
213
TFB Advisors
Kansas
$983K -$61.5K -904 -6%
QWM
214
Quadcap Wealth Management
Texas
$894K +$911K +13,384 New
TP
215
Tranquility Partners
Tennessee
$887K +$18.8K +276 +2%
WA
216
Wealth Architects
California
$886K
ASN
217
Advisory Services Network
Georgia
$857K +$873K +12,829 New
DWM
218
Diversify Wealth Management
Utah
$830K +$215K +3,164 +34%
TIA
219
Traphagen Investment Advisors
New Jersey
$813K +$95.9K +1,409 +13%
UB
220
UMB Bank
Missouri
$802K -$204 -3 -0%
AFP
221
Ausdal Financial Partners
Iowa
$791K -$73.8K -1,085 -8%
GAM
222
GEM Asset Management
Michigan
$779K +$284K +4,177 +56%
GPW
223
Gentry Private Wealth
Kansas
$757K +$771K +11,330 New
AFG
224
Altiora Financial Group
Ohio
$731K -$587K -8,631 -44%
GWMR
225
GC Wealth Management RIA
Massachusetts
$695K +$199K +2,928 +39%

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.