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Avantis US Large Cap Value ETF
AVLV

56 hedge funds and large institutions have $330M invested in Avantis US Large Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 4 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 4

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

23% more capital invested

Capital invested by funds: $268M → $330M (+$61.9M)

8% more funds holding

Funds holding: 52 → 56 (+4)

1.81% less ownership

Funds ownership: 71.52% → 69.71% (-1.8%)

Holders
56
Holders Change
+4
Holders Change %
+7.69%
% of All Funds
0.96%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
14
Increased
38
Reduced
4
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$19M
2
JIC
JRM Investment Counsel
Nebraska
+$11.6M
3
BHWM
Beaird Harris Wealth Management
Texas
+$5.19M
4
MWM
Merriman Wealth Management
Washington
+$3.79M
5
PFA
Pure Financial Advisors
California
+$3.63M

Top Sellers

1
MAM
McLean Asset Management
Virginia
-$460K
2
OMC
Old Mission Capital
Illinois
-$314K
3
TI
Truepoint Inc
Ohio
-$306K
4
Jane Street
Jane Street
New York
-$284K
5
TIA
Traphagen Investment Advisors
New Jersey
-$259K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1
Pure Financial Advisors
California
$83.2M +$3.63M +75,005 +4%
MWM
2
Merriman Wealth Management
Washington
$73.5M +$3.79M +78,162 +5%
BA
3
Bridgewater Advisors
New York
$36.4M +$569K +11,752 +1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$17.4M +$19M +392,662 New
BWP
5
BSW Wealth Partners
Colorado
$16.9M +$1.22M +25,111 +7%
SB
6
Strategic Blueprint
Georgia
$11.3M +$1.3M +26,747 +12%
JIC
7
JRM Investment Counsel
Nebraska
$10.6M +$11.6M +238,772 New
CPIG
8
Chicago Partners Investment Group
Illinois
$7.8M +$3.38M +69,684 +83%
FWM
9
Fortress Wealth Management
California
$7.65M +$1.6M +33,052 +24%
BHWM
10
Beaird Harris Wealth Management
Texas
$6.19M +$5.19M +107,073 +331%
LPL Financial
11
LPL Financial
California
$4.48M +$1.26M +25,949 +35%
NRW
12
Nova R Wealth
Kansas
$4.25M +$2.4M +49,461 +107%
FPAS
13
Focus Partners Advisor Solutions
Missouri
$4.03M +$2.88M +59,534 +191%
CPA
14
Cardiff Park Advisors
California
$3.62M +$450K +9,291 +13%
WCWM
15
Willow Creek Wealth Management
California
$3.37M +$2.43M +50,105 +195%
PP
16
PrairieView Partners
Minnesota
$3.3M +$815K +16,820 +29%
WCA
17
Waypoint Capital Advisors
Minnesota
$2.62M +$1.18M +24,452 +71%
MFT
18
Moisand Fitzgerald Tamayo
Florida
$2.16M +$1.45M +29,975 +161%
SCM
19
SOL Capital Management
Maryland
$2.02M +$285K +5,875 +15%
BA
20
Bridge Advisory
California
$2M +$2.18M +45,021 New
GWM
21
Greenwich Wealth Management
Connecticut
$1.94M +$1.74M +35,964 +472%
MRWM
22
ML&R Wealth Management
Texas
$1.86M +$511K +10,554 +34%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$1.84M +$1.23M +25,307 +156%
TWP
24
Total Wealth Planning
Ohio
$1.69M +$1.41M +29,067 +323%
ASN
25
Advisory Services Network
Georgia
$1.57M +$276K +5,696 +19%
1
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AVLV Hedge Fund Activity: Q3 2022 in Review

56 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Value ETF (AVLV) for Q3 2022, worth a combined $330M — up 23% from $268M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AVLV positions and 10 closed out — a net gain of 4 holders — while 38 added to existing stakes and 4 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $19M. The largest seller was McLean Asset Management, exiting entirely with an estimated $460K sold.

  • 56 institutional investors held Avantis US Large Cap Value ETF (AVLV) as of Q3 2022, up from 52 in Q2 2022.
  • Funds reported $330M of Avantis US Large Cap Value ETF stock for Q3 2022, up 23% quarter-over-quarter.
  • 14 funds opened new Avantis US Large Cap Value ETF positions in Q3 2022 and 10 closed out, a net change of +4 holders.
  • The largest Avantis US Large Cap Value ETF buyer in Q3 2022 was Commonwealth Equity Services, an estimated $19M added.
  • The largest Avantis US Large Cap Value ETF seller in Q3 2022 was McLean Asset Management, an estimated $460K sold.

Based on aggregated 13F filings for Q3 2022.