We are live on ! Find out more
AVLV icon

Avantis US Large Cap Value ETF
AVLV

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: 443 → 483 (+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: 76 → 81 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$95.2M
2
BEI
Benjamin Edwards Inc
Missouri
+$52.6M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$44.6M
4
LPL Financial
LPL Financial
California
+$39.6M
5
American Century Companies
American Century Companies
Missouri
+$37.2M

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$217M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$59.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$43M
4
Bank of America
Bank of America
North Carolina
-$18.7M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
226
TCI Wealth Advisors
Arizona
$3.13M +$1.1M +13,589 +54%
VAG
227
Vannoy Advisory Group
Texas
$3.02M -$70.4K -868 -2%
TI
228
Truepoint Inc
Ohio
$3M -$39.7K -490 -1%
DWM
229
Dopkins Wealth Management
New York
$2.99M -$100K -1,237 -3%
PL
230
Plancorp LLC
Missouri
$2.97M – – –
Cambridge Investment Research Advisors
231
Cambridge Investment Research Advisors
Iowa
$2.95M -$144K -1,779 -5%
SFS
232
Summit Financial Strategies
Ohio
$2.94M -$6K -74 -0.2%
HA
233
Herold Advisors
New York
$2.86M +$255K +3,143 +10%
TIM
234
Tortoise Investment Management
New York
$2.77M +$162K +2,000 +6%
WDL
235
Well Done LLC
Michigan
$2.76M – – –
PSA
236
Plum Street Advisors
Louisiana
$2.74M +$506K +6,237 +22%
KAM
237
KEB Asset Management
Illinois
$2.73M -$220K -2,707 -7%
LEA
238
Legacy Edge Advisors
New York
$2.65M +$425K +5,245 +19%
MFG
239
Mendota Financial Group
Wisconsin
$2.5M +$729K +8,988 +41%
MCM
240
Mattern Capital Management
Colorado
$2.49M +$732K +9,030 +41%
CPWM
241
Cypress Point Wealth Management
Texas
$2.48M +$81 +1 +0%
SFC
242
Sprinkle Financial Consultants
Colorado
$2.43M +$319K +3,929 +15%
PAM
243
Pacific Asset Management
Washington
$2.42M +$188K +2,319 +8%
OFG
244
Oxford Financial Group
Indiana
$2.42M +$2.43M +30,000 New
CAG
245
Curtis Advisory Group
California
$2.41M +$56.9K +702 +2%
FPGK
246
Financial Partners Group (Kansas)
Kansas
$2.4M +$239K +2,952 +11%
Renaissance Technologies
247
Renaissance Technologies
New York
$2.4M +$1.51M +18,600 +166%
CPL
248
CAP Partners LLC
Tennessee
$2.38M +$52.3K +645 +2%
EWP
249
Equity Wealth Partners
Missouri
$2.37M +$14.8K +183 +0.6%
MWM
250
Mattern Wealth Management
Kansas
$2.35M – – –
8 9
10
11 12

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.