We are live on ! Find out more
AVLV icon

Avantis US Large Cap Value ETF
AVLV

87 hedge funds and large institutions have $544M invested in Avantis US Large Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 43 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,333% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 3

583% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 6

65% more capital invested

Capital invested by funds: $330M → $544M (+$214M)

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

55% more funds holding

Funds holding: 56 → 87 (+31)

3.87% more ownership

Funds ownership: 69.71% → 73.59% (+3.9%)

Holders
87
Holders Change
+31
Holders Change %
+55.36%
% of All Funds
1.4%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.21%
New
41
Increased
43
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$20.7M
2
BHWM
Beaird Harris Wealth Management
Texas
+$13.9M
3
OCG
Opus Capital Group
Ohio
+$13.2M
4
MWM
Merriman Wealth Management
Washington
+$13M
5
FWP
FAS Wealth Partners
Kansas
+$12.5M

Top Sellers

1
BWP
BSW Wealth Partners
Colorado
-$16.9M
2
PFA
Pure Financial Advisors
California
-$1.71M
3
RA
RFG Advisory
Alabama
-$1.05M
4
Truist Financial
Truist Financial
North Carolina
-$738K
5
Goldman Sachs
Goldman Sachs
New York
-$568K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1
Merriman Wealth Management
Washington
$96.1M +$13M +260,221 +16%
PFA
2
Pure Financial Advisors
California
$92.3M -$1.71M -34,163 -2%
BA
3
Bridgewater Advisors
New York
$43.2M +$2.07M +41,349 +5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$21.6M +$1.94M +38,693 +10%
BHWM
5
Beaird Harris Wealth Management
Texas
$20.9M +$13.9M +277,569 +199%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$20.7M +$20.7M +412,904 New
JIC
7
JRM Investment Counsel
Nebraska
$15.3M +$3.29M +65,549 +27%
SB
8
Strategic Blueprint
Georgia
$14.7M +$1.91M +38,119 +15%
OCG
9
Opus Capital Group
Ohio
$13.2M +$13.2M +263,100 New
FWP
10
FAS Wealth Partners
Kansas
$12.5M +$12.5M +248,481 New
WFA
11
Websterrogers Financial Advisors
South Carolina
$12.2M +$12.2M +243,842 New
American Century Companies
12
American Century Companies
Missouri
$12.2M +$12M +238,921 +5,111%
CPIG
13
Chicago Partners Investment Group
Illinois
$10.6M +$2.07M +41,319 +27%
FWM
14
Fortress Wealth Management
California
$9.74M +$1.09M +21,781 +13%
LPL Financial
15
LPL Financial
California
$8.55M +$3.49M +69,533 +69%
FPAS
16
Focus Partners Advisor Solutions
Missouri
$7.95M +$3.39M +67,683 +75%
SRC
17
Sage Rhino Capital
California
$7.83M +$7.82M +155,962 New
WI
18
WJ Interests
Texas
$7.53M +$7.52M +150,009 New
AFGAS
19
Allegiance Financial Group Advisory Services
Virginia
$7.04M +$7.04M +140,335 New
NRW
20
Nova R Wealth
Kansas
$6.38M +$1.58M +31,481 +33%
LFG
21
Larson Financial Group
Missouri
$5.21M +$5.21M +103,876 New
CWP
22
Concord Wealth Partners
Virginia
$5.05M +$3.94M +78,677 +357%
WCWM
23
Willow Creek Wealth Management
California
$4.97M +$1.17M +23,240 +31%
EWM
24
Echo Wealth Management
Minnesota
$4.94M +$4.69M +93,534 New
MFT
25
Moisand Fitzgerald Tamayo
Florida
$4.57M +$2.13M +42,578 +88%
1
2 3 4

AVLV Hedge Fund Activity: Q4 2022 in Review

87 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Value ETF (AVLV) for Q4 2022, worth a combined $544M — up 65% from $330M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AVLV positions and 6 closed out — a net gain of 35 holders — while 43 added to existing stakes and 3 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $20.7M. The largest seller was BSW Wealth Partners, exiting entirely with an estimated $16.9M sold.

  • 87 institutional investors held Avantis US Large Cap Value ETF (AVLV) as of Q4 2022, up from 56 in Q3 2022.
  • Funds reported $544M of Avantis US Large Cap Value ETF stock for Q4 2022, up 65% quarter-over-quarter.
  • 41 funds opened new Avantis US Large Cap Value ETF positions in Q4 2022 and 6 closed out, a net change of +35 holders.
  • The largest Avantis US Large Cap Value ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $20.7M added.
  • The largest Avantis US Large Cap Value ETF seller in Q4 2022 was BSW Wealth Partners, an estimated $16.9M sold.

Based on aggregated 13F filings for Q4 2022.