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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RW
Ridgeline Wealth
Mesa,
Arizona
|
+$27M |
| 2 |
JP Morgan Chase
New York
|
+$26.4M |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$24.8M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$18.3M |
| 5 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$42.7M |
| 2 |
ORL
Oak Root LLC
Santa Barbara,
California
|
-$11.3M |
| 3 |
CPWM
Cypress Point Wealth Management
Dallas,
Texas
|
-$5.69M |
| 4 |
HP
Haven Private
Orlando,
Florida
|
-$5.38M |
| 5 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
-$2.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OSAM
51
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $132K | +$122K | +1,857 | New |
|
|
AAS
52
Ameritas Advisory Services
Lincoln,
Nebraska
| $74.3K | +$68.6K | +1,046 | New |
|
|
NRG
53
Nemes Rush Group
Novi,
Michigan
| $58.5K | +$10.9K | +166 | +25% |
|
|
ME
54
McIlrath & Eck
Arlington,
Washington
| $5.47K | – | – | – |
|
|
ADL
55
Asset Dedication LLC
San Francisco,
California
| $4.33K | +$4K | +61 | New |
|
|
FTUS
56
Flow Traders U.S.
New York
| – | -$1.13M | -17,629 | Closed |
|
57
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$826K | -12,862 | Closed |
|
|
AIM
58
Acropolis Investment Management
St. Louis,
Missouri
| – | -$125K | -1,950 | Closed |
|
59
UBS Group
Zurich,
Switzerland
| – | -$1.28K | -20 | Closed |
|
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.