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Avantis US Large Cap Value ETF
AVLV

224 hedge funds and large institutions have $2.6B invested in Avantis US Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 116 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 8

123% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 52

57% more capital invested

Capital invested by funds: $1.66B → $2.6B (+$947M)

19% more funds holding in top 10

Funds holding in top 10: 36 → 43 (+7)

19% more funds holding

Funds holding: 189 → 224 (+35)

2.77% more ownership

Funds ownership: 80.08% → 82.85% (+2.8%)

Holders
224
Holders Change
+35
Holders Change %
+18.52%
% of All Funds
3.23%
Holding in Top 10
43
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+19.44%
% of All Funds
0.62%
New
45
Increased
116
Reduced
52
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$364M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$57.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$25.3M
4
FWP
Falcon Wealth Planning
California
+$20.2M
5
AWM
Apollon Wealth Management
South Carolina
+$20.1M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$9.23M
2
BDWCC
B&D White Capital Company
Texas
-$8.17M
3
PFA
Pure Financial Advisors
California
-$3.97M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$2.78M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$402M +$364M +6,077,100 +3,490%
MWM
2
Merriman Wealth Management
Washington
$125M +$4.49M +74,860 +4%
PFA
3
Pure Financial Advisors
California
$112M -$3.97M -66,164 -4%
AA
4
Alesco Advisors
New York
$87.1M +$15.3M +255,581 +23%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$86.5M +$25.3M +422,215 +46%
American Century Companies
6
American Century Companies
Missouri
$76.4M +$10.7M +178,288 +18%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$68.9M -$747K -12,470 -1%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$61.9M +$57.8M +963,709 New
CA
9
Cetera Advisors
Colorado
$60.7M +$1.96M +32,649 +4%
HIP
10
HUB Investment Partners
Texas
$60M +$2.02M +33,631 +4%
CFS
11
Cannon Financial Strategists
Georgia
$59.8M +$3.49M +58,223 +7%
BA
12
Bridgewater Advisors
New York
$57.8M +$413K +6,890 +0.8%
AWM
13
Apollon Wealth Management
South Carolina
$56.7M +$20.1M +334,942 +61%
PAS
14
Park Avenue Securities
New York
$53.6M -$2.06M -34,445 -4%
LPL Financial
15
LPL Financial
California
$49.9M +$7.15M +119,319 +18%
BHWM
16
Beaird Harris Wealth Management
Texas
$49.1M +$2.21M +36,839 +5%
MFT
17
Moisand Fitzgerald Tamayo
Florida
$48.3M +$11M +183,075 +32%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$46.3M +$2.69M +44,895 +7%
WA
19
Waverly Advisors
Alabama
$40.8M +$8.46M +141,175 +29%
FWP
20
Falcon Wealth Planning
California
$39.6M +$20.2M +337,247 +121%
NPT
21
Nixon Peabody Trust
Massachusetts
$37.3M +$3.1M +51,666 +10%
FWP
22
FAS Wealth Partners
Kansas
$34.7M +$4.42M +73,731 +16%
OCG
23
Opus Capital Group
Ohio
$29.3M +$905K +15,097 +3%
JIC
24
JRM Investment Counsel
Nebraska
$25.7M +$256K +4,270 +1%
Bank of America
25
Bank of America
North Carolina
$25.5M +$7.83M +130,677 +49%
1
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AVLV Hedge Fund Activity: Q1 2024 in Review

224 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Value ETF (AVLV) for Q1 2024, worth a combined $2.6B — up 57% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AVLV positions and 8 closed out — a net gain of 37 holders — while 116 added to existing stakes and 52 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $364M. The largest seller was JP Morgan Chase, cutting an estimated $9.23M.

  • 224 institutional investors held Avantis US Large Cap Value ETF (AVLV) as of Q1 2024, up from 189 in Q4 2023.
  • Funds reported $2.6B of Avantis US Large Cap Value ETF stock for Q1 2024, up 57% quarter-over-quarter.
  • 45 funds opened new Avantis US Large Cap Value ETF positions in Q1 2024 and 8 closed out, a net change of +37 holders.
  • The largest Avantis US Large Cap Value ETF buyer in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $364M added.
  • The largest Avantis US Large Cap Value ETF seller in Q1 2024 was JP Morgan Chase, an estimated $9.23M sold.

Based on aggregated 13F filings for Q1 2024.