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Avantis US Large Cap Value ETF
AVLV

15 hedge funds and large institutions have $104M invested in Avantis US Large Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

10,275% more capital invested

Capital invested by funds: $1M → $104M (+$103M)

1,400% more funds holding

Funds holding: 1 → 15 (+14)

14.69% less ownership

Funds ownership: 100.5% → 85.81% (-15%)

Holders
15
Holders Change
+14
Holders Change %
+1,400%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFA
Pure Financial Advisors
California
+$91.5M
2
MWM
Mattern Wealth Management
Kansas
+$1.21M
3
SB
Strategic Blueprint
Georgia
+$1.18M
4
CPIG
Chicago Partners Investment Group
Illinois
+$982K
5
SCM
SOL Capital Management
Maryland
+$684K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1
Pure Financial Advisors
California
$93.6M +$91.5M +1,726,674 New
CPA
2
Cardiff Park Advisors
California
$2.35M +$2.3M +43,367 New
PL
3
Plancorp LLC
Missouri
$1.69M +$589K +11,109 +55%
MWM
4
Mattern Wealth Management
Kansas
$1.24M +$1.21M +22,920 New
SB
5
Strategic Blueprint
Georgia
$1.2M +$1.18M +22,181 New
CPIG
6
Chicago Partners Investment Group
Illinois
$966K +$982K +18,533 New
SCM
7
SOL Capital Management
Maryland
$699K +$684K +12,900 New
JMPWA
8
JP Morgan Private Wealth Advisors
California
$611K +$597K +11,271 New
MAM
9
McLean Asset Management
Virginia
$490K +$474K +8,948 New
TIA
10
Traphagen Investment Advisors
New Jersey
$417K +$408K +7,698 New
Jane Street
11
Jane Street
New York
$370K +$361K +6,818 New
CCM
12
Coldstream Capital Management
Washington
$224K +$219K +4,125 New
BHWM
13
Beaird Harris Wealth Management
Texas
$164K +$160K +3,020 New
TIM
14
Tortoise Investment Management
New York
$66K +$64.9K +1,225 New
TWA
15
TCI Wealth Advisors
Arizona
$65K +$63.6K +1,200 New

AVLV Hedge Fund Activity: Q4 2021 in Review

15 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Value ETF (AVLV) for Q4 2021, worth a combined $104M — up 10,275% from $1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AVLV positions and 0 closed out — a net gain of 14 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Pure Financial Advisors, opening a new position worth an estimated $91.5M.

  • 15 institutional investors held Avantis US Large Cap Value ETF (AVLV) as of Q4 2021, up from 1 in Q3 2021.
  • Funds reported $104M of Avantis US Large Cap Value ETF stock for Q4 2021, up 10,275% quarter-over-quarter.
  • 14 funds opened new Avantis US Large Cap Value ETF positions in Q4 2021 and 0 closed out, a net change of +14 holders.
  • The largest Avantis US Large Cap Value ETF buyer in Q4 2021 was Pure Financial Advisors, an estimated $91.5M added.

Based on aggregated 13F filings for Q4 2021.