Avantis US Large Cap Equity ETF
AVLC
42 hedge funds and large institutions have $521M invested in Avantis US Large Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
200% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 6
31% more funds holding
Funds holding: 32 → 42 (+10)
19% more capital invested
Capital invested by funds: $437M → $521M (+$83.4M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
5.44% more ownership
Funds ownership: 95.17% → 100.61% (+5.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$29.2M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$26.4M |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$23M |
| 4 |
CPWM
Cypress Point Wealth Management
Dallas,
Texas
|
+$8.96M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$8.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
-$12M |
| 2 |
ORL
Oak Root LLC
Santa Barbara,
California
|
-$1.08M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$909K |
| 4 |
HP
Haven Private
Orlando,
Florida
|
-$568K |
| 5 |
DWM
Dogwood Wealth Management
Lenexa,
Kansas
|
-$437K |
AVLC Hedge Fund Activity: Q1 2025 in Review
42 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Equity ETF (AVLC) for Q1 2025, worth a combined $521M — up 19% from $437M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new AVLC positions and 4 closed out — a net gain of 10 holders — while 18 added to existing stakes and 6 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $29.2M. The largest seller was Pacific Life Fund Advisors, cutting an estimated $12M.
- 42 institutional investors held Avantis US Large Cap Equity ETF (AVLC) as of Q1 2025, up from 32 in Q4 2024.
- Funds reported $521M of Avantis US Large Cap Equity ETF stock for Q1 2025, up 19% quarter-over-quarter.
- 14 funds opened new Avantis US Large Cap Equity ETF positions in Q1 2025 and 4 closed out, a net change of +10 holders.
- The largest Avantis US Large Cap Equity ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $29.2M added.
- The largest Avantis US Large Cap Equity ETF seller in Q1 2025 was Pacific Life Fund Advisors, an estimated $12M sold.
Based on aggregated 13F filings for Q1 2025.