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Avantis US Large Cap Value ETF

359 hedge funds and large institutions have $5.08B invested in Avantis US Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 211 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 69

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

16% more capital invested

Capital invested by funds: $4.38B → $5.08B (+$703M)

5% more funds holding in top 10

Funds holding in top 10: 6063 (+3)

4% more funds holding

Funds holding: 345359 (+14)

3.19% less ownership

Funds ownership: 86.33%83.13% (-3.2%)

Holders
359
Holders Change
+14
Holders Change %
+4.06%
% of All Funds
4.81%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
0.84%
New
45
Increased
211
Reduced
69
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
226
Elevation Wealth Partners
California
$909K +$945K +13,938 New
AWM
227
AE Wealth Management
Kansas
$895K +$485K +7,155 +109%
VIP
228
Vista Investment Partners
Oklahoma
$869K +$518K +7,635 +134%
WA
229
Wealth Architects
California
$866K
UB
230
UMB Bank
Missouri
$861K +$80.2K +1,183 +10%
GAM
231
GEM Asset Management
Michigan
$849K +$89.1K +1,314 +11%
LCWP
232
Legacy Capital Wealth Partners
Arkansas
$779K +$182K +2,677 +29%
SAG
233
SageView Advisory Group
California
$744K +$221K +3,265 +40%
GPW
234
Gentry Private Wealth
Kansas
$734K -$4.54K -67 -0.6%
IAG
235
Investment Advisory Group
Massachusetts
$706K +$123K +1,810 +20%
FVIM
236
Fort Vancouver Investment Management
Washington
$692K +$719K +10,609 New
SFC
237
Sprinkle Financial Consultants
Colorado
$689K +$115K +1,700 +19%
SWA
238
Stratos Wealth Advisors
Ohio
$684K -$8.39M -123,778 -92%
GWMR
239
GC Wealth Management RIA
Massachusetts
$678K
Envestnet Portfolio Solutions
240
Envestnet Portfolio Solutions
Illinois
$663K -$386K -5,694 -36%
CFP
241
Comprehensive Financial Planning
Pennsylvania
$657K +$26.6K +392 +4%
TI
242
Truepoint Inc
Ohio
$649K +$87.5K +1,290 +15%
AFP
243
Ausdal Financial Partners
Iowa
$638K -$140K -2,061 -17%
AIM
244
Acropolis Investment Management
Missouri
$626K +$234K +3,452 +56%
NEWAS
245
N.E.W. Advisory Services
Wisconsin
$623K
AFAS
246
Acorn Financial Advisory Services
Virginia
$612K -$28.8K -425 -4%
CWM
247
CCG Wealth Management
California
$604K +$202K +2,976 +47%
TIA
248
Traphagen Investment Advisors
New Jersey
$600K -$201K -2,962 -24%
ACP
249
Aveo Capital Partners
Colorado
$563K +$47.9K +706 +9%
Renaissance Technologies
250
Renaissance Technologies
New York
$554K +$47.5K +700 +9%

AVLV Hedge Fund Activity: Q1 2025 in Review

359 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Value ETF (AVLV) for Q1 2025, worth a combined $5.08B — up 16% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AVLV positions and 26 closed out — a net gain of 19 holders — while 211 added to existing stakes and 69 trimmed.

The largest buyer was PNC Financial Services Group, opening a new position worth an estimated $419M. The largest seller was Prime Capital Investment Advisors, exiting entirely with an estimated $101M sold.

  • 359 institutional investors held Avantis US Large Cap Value ETF (AVLV) as of Q1 2025, up from 345 in Q4 2024.
  • Funds reported $5.08B of Avantis US Large Cap Value ETF stock for Q1 2025, up 16% quarter-over-quarter.
  • 45 funds opened new Avantis US Large Cap Value ETF positions in Q1 2025 and 26 closed out, a net change of +19 holders.
  • The largest Avantis US Large Cap Value ETF buyer in Q1 2025 was PNC Financial Services Group, an estimated $419M added.
  • The largest Avantis US Large Cap Value ETF seller in Q1 2025 was Prime Capital Investment Advisors, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2025.