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Avantis US Large Cap Equity ETF
AVLC

55 hedge funds and large institutions have $670M invested in Avantis US Large Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

225% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 8

31% more funds holding

Funds holding: 42 → 55 (+13)

29% more capital invested

Capital invested by funds: $521M → $670M (+$150M)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

1.94% more ownership

Funds ownership: 100.61% → 102.54% (+1.9%)

Holders
55
Holders Change
+13
Holders Change %
+30.95%
% of All Funds
0.72%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
17
Increased
26
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RW
Ridgeline Wealth
Arizona
+$27M
2
JP Morgan Chase
JP Morgan Chase
New York
+$26.4M
3
SW
Simplicity Wealth
New Jersey
+$24.8M
4
OIA
OneDigital Investment Advisors
Kansas
+$18.3M
5
GSIS
Global Strategic Investment Solutions
Arizona
+$12.3M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$42.7M
2
ORL
Oak Root LLC
California
-$11.3M
3
CPWM
Cypress Point Wealth Management
Texas
-$5.69M
4
HP
Haven Private
Florida
-$5.38M
5
PLFA
Pacific Life Fund Advisors
California
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
CoreCap Advisors
Michigan
$3.9M +$629K +9,584 +21%
FSC
27
Full Sail Capital
Oklahoma
$2.88M +$2.43M +37,036 +1,052%
WW
28
Waterfront Wealth
Kansas
$2.76M +$849K +12,932 +50%
WWA
29
WCG Wealth Advisors
Nevada
$2.65M +$65.6K +999 +3%
PL
30
Plancorp LLC
Missouri
$2.43M +$98.8K +1,505 +5%
SI
31
Seeds Investor
New York
$2.03M +$1.88M +28,636 New
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$1.76M +$29.8K +454 +2%
MFG
33
Mendota Financial Group
Wisconsin
$1.5M +$1.39M +21,138 New
ACM
34
Armbruster Capital Management
New York
$1.49M +$586K +8,925 +74%
CPIG
35
Chicago Partners Investment Group
Illinois
$1.29M +$31.7K +483 +3%
LSA
36
Lion Street Advisors
Texas
$1.09M +$105K +1,595 +12%
DFS
37
Dixon Fnancial Services
California
$848K – – –
MCM
38
MAI Capital Management
Ohio
$667K +$616K +9,385 New
PSFG
39
Park Square Financial Group
Georgia
$656K +$422K +6,433 +230%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$598K -$1.11K -17 -0.2%
LFGO
41
Legacy Financial Group (Oklahoma)
Oklahoma
$523K +$75.2K +1,146 +18%
Jane Street
42
Jane Street
New York
$514K +$474K +7,229 New
Corient Private Wealth
43
Corient Private Wealth
Florida
$483K -$1.02M -15,580 -69%
FFA
44
Farther Finance Advisors
California
$424K – – –
AFGAS
45
Allegiance Financial Group Advisory Services
Virginia
$337K +$312K +4,750 New
FPAS
46
Focus Partners Advisor Solutions
Missouri
$337K +$312K +4,750 New
WIM
47
WealthPlan Investment Management
Nebraska
$323K +$298K +4,543 New
PAM
48
Pacific Asset Management
Washington
$318K +$294K +4,480 New
KIM
49
Kestra Investment Management
Texas
$313K – – –
BPW
50
BLVD Private Wealth
Kentucky
$233K +$215K +3,280 New
1
2
3

AVLC Hedge Fund Activity: Q2 2025 in Review

55 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Equity ETF (AVLC) for Q2 2025, worth a combined $670M — up 29% from $521M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AVLC positions and 4 closed out — a net gain of 13 holders — while 26 added to existing stakes and 8 trimmed.

The largest buyer was Ridgeline Wealth, opening a new position worth an estimated $27M. The largest seller was Mercer Global Advisors, cutting an estimated $42.7M.

  • 55 institutional investors held Avantis US Large Cap Equity ETF (AVLC) as of Q2 2025, up from 42 in Q1 2025.
  • Funds reported $670M of Avantis US Large Cap Equity ETF stock for Q2 2025, up 29% quarter-over-quarter.
  • 17 funds opened new Avantis US Large Cap Equity ETF positions in Q2 2025 and 4 closed out, a net change of +13 holders.
  • The largest Avantis US Large Cap Equity ETF buyer in Q2 2025 was Ridgeline Wealth, an estimated $27M added.
  • The largest Avantis US Large Cap Equity ETF seller in Q2 2025 was Mercer Global Advisors, an estimated $42.7M sold.

Based on aggregated 13F filings for Q2 2025.