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Avantis US Large Cap Value ETF

374 hedge funds and large institutions have $7.26B invested in Avantis US Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 205 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 92

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

43% more capital invested

Capital invested by funds: $5.08B → $7.26B (+$2.18B)

11.7% more ownership

Funds ownership: 83.13%94.84% (+12%)

4% more funds holding

Funds holding: 359374 (+15)

5% less funds holding in top 10

Funds holding in top 10: 6360 (-3)

Holders
374
Holders Change
+15
Holders Change %
+4.18%
% of All Funds
4.92%
Holding in Top 10
60
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.76%
% of All Funds
0.79%
New
44
Increased
205
Reduced
92
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
226
Diversify Wealth Management
Utah
$1.33M +$108K +1,678 +10%
CFA
227
Camarda Financial Advisors
Florida
$1.33M +$52.9K +821 +4%
UWM
228
USAdvisors Wealth Management
Minnesota
$1.3M -$93.4K -1,450 -7%
SAW
229
Signal Advisors Wealth
Michigan
$1.28M +$1.42K +22 +0.1%
MWM
230
Meridian Wealth Management
Kentucky
$1.27M +$18.9K +293 +2%
AWA
231
AGH Wealth Advisors
Kansas
$1.24M -$818K -12,706 -41%
DFS
232
Dixon Fnancial Services
California
$1.23M
MFG
233
Mendota Financial Group
Wisconsin
$1.21M -$8.44K -131 -0.7%
FG
234
Foster Group
Iowa
$1.18M +$1.12M +17,351 New
AAS
235
Avantax Advisory Services
Texas
$1.13M -$38.8K -603 -4%
EWP
236
Elevation Wealth Partners
California
$1.07M +$110K +1,709 +12%
SFC
237
Sprinkle Financial Consultants
Colorado
$1.06M +$325K +5,047 +48%
VIP
238
Vista Investment Partners
Oklahoma
$1.06M +$142K +2,208 +17%
CWA
239
Canvas Wealth Advisors
Kansas
$1.06M -$184K -2,856 -16%
TP
240
Tranquility Partners
Tennessee
$995K +$25K +388 +3%
Thrivent Financial for Lutherans
241
Thrivent Financial for Lutherans
Minnesota
$987K +$932K +14,470 New
GAM
242
GEM Asset Management
Michigan
$985K +$82.7K +1,284 +10%
CFP
243
Comprehensive Financial Planning
Pennsylvania
$906K +$207K +3,221 +32%
WA
244
Wealth Architects
California
$905K
CCM
245
Cloud Capital Management
Washington
$904K -$141K -2,187 -14%
UB
246
UMB Bank
Missouri
$899K -$580 -9 -0.1%
IAG
247
Investment Advisory Group
Massachusetts
$824K +$80.8K +1,254 +12%
MWM
248
Mission Wealth Management
California
$815K +$769K +11,943 New
SAG
249
SageView Advisory Group
California
$791K -$10.3K -160 -1%
AFP
250
Ausdal Financial Partners
Iowa
$776K +$102K +1,587 +16%

AVLV Hedge Fund Activity: Q2 2025 in Review

374 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Value ETF (AVLV) for Q2 2025, worth a combined $7.26B — up 43% from $5.08B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVLV positions and 24 closed out — a net gain of 20 holders — while 205 added to existing stakes and 92 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $643M. The largest seller was Wells Fargo, cutting an estimated $23M.

  • 374 institutional investors held Avantis US Large Cap Value ETF (AVLV) as of Q2 2025, up from 359 in Q1 2025.
  • Funds reported $7.26B of Avantis US Large Cap Value ETF stock for Q2 2025, up 43% quarter-over-quarter.
  • 44 funds opened new Avantis US Large Cap Value ETF positions in Q2 2025 and 24 closed out, a net change of +20 holders.
  • The largest Avantis US Large Cap Value ETF buyer in Q2 2025 was PNC Financial Services Group, an estimated $643M added.
  • The largest Avantis US Large Cap Value ETF seller in Q2 2025 was Wells Fargo, an estimated $23M sold.

Based on aggregated 13F filings for Q2 2025.