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Avantis US Large Cap Value ETF

483 hedge funds and large institutions have $9.52B invested in Avantis US Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 239 increasing their positions, 126 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 19

90% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 126

9% more funds holding

Funds holding: 443483 (+40)

8% more capital invested

Capital invested by funds: $8.78B → $9.52B (+$746M)

7% more funds holding in top 10

Funds holding in top 10: 7681 (+5)

4.38% less ownership

Funds ownership: 96%91.62% (-4.4%)

Holders
483
Holders Change
+40
Holders Change %
+9.03%
% of All Funds
5.94%
Holding in Top 10
81
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.58%
% of All Funds
1%
New
66
Increased
239
Reduced
126
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.07B -$43M -530,637 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$817M -$59.8M -737,463 -7%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$621M -$217M -2,676,653 -26%
Ameriprise
4
Ameriprise
Minnesota
$312M -$6.03M -74,396 -2%
LPL Financial
5
LPL Financial
California
$250M +$39.6M +487,926 +19%
American Century Companies
6
American Century Companies
Missouri
$231M +$37.2M +458,939 +19%
Cerity Partners
7
Cerity Partners
New York
$228M +$25.8M +318,245 +13%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$202M +$23.9M +294,564 +13%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$194M +$29.6M +365,392 +18%
PHWA
10
Petersen Hastings Wealth Advisors
Washington
$161M +$2.4M +29,531 +1%
FWP
11
Falcon Wealth Planning
California
$159M +$13.5M +166,549 +9%
WA
12
Waverly Advisors
Alabama
$134M +$10.6M +130,746 +9%
SC
13
Savant Capital
Illinois
$122M -$9.39M -115,718 -7%
PFA
14
Pure Financial Advisors
California
$117M -$3.49M -43,066 -3%
MFT
15
Moisand Fitzgerald Tamayo
Florida
$110M +$17.8M +219,614 +19%
BHWM
16
Beaird Harris Wealth Management
Texas
$108M +$1.07M +13,146 +1%
BA
17
Bridgewater Advisors
New York
$105M +$3.13M +38,587 +3%
AA
18
Alesco Advisors
New York
$104M -$2.73M -33,616 -3%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$103M +$95.2M +1,173,564 +1,181%
AWM
20
Apollon Wealth Management
South Carolina
$102M -$4.2M -51,747 -4%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$102M +$24.7M +304,359 +32%
Morgan Stanley
22
Morgan Stanley
New York
$98.6M +$5.22M +64,335 +6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$96.7M -$3.38M -41,697 -3%
PCIA
24
Prime Capital Investment Advisors
Kansas
$93.8M -$8.79M -108,334 -9%
HIP
25
HUB Investment Partners
Texas
$91.1M +$3.93M +48,481 +4%

AVLV Hedge Fund Activity: Q1 2026 in Review

483 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Value ETF (AVLV) for Q1 2026, worth a combined $9.52B — up 8.5% from $8.78B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new AVLV positions and 19 closed out — a net gain of 47 holders — while 239 added to existing stakes and 126 trimmed.

The largest buyer was Fifth Third Bancorp, adding an estimated $95.2M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $217M.

  • 483 institutional investors held Avantis US Large Cap Value ETF (AVLV) as of Q1 2026, up from 443 in Q4 2025.
  • Funds reported $9.52B of Avantis US Large Cap Value ETF stock for Q1 2026, up 8.5% quarter-over-quarter.
  • 66 funds opened new Avantis US Large Cap Value ETF positions in Q1 2026 and 19 closed out, a net change of +47 holders.
  • The largest Avantis US Large Cap Value ETF buyer in Q1 2026 was Fifth Third Bancorp, an estimated $95.2M added.
  • The largest Avantis US Large Cap Value ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $217M sold.

Based on aggregated 13F filings for Q1 2026.