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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
BTI
251
Blue Trust Inc
Georgia
$548K +$3.12K +46 +0.6%
MAM
252
Mainsail Asset Management
Alabama
$507K -$525K -7,749 -50%
CA
253
CGN Advisors
Kansas
$500K +$8.54K +126 +2%
D.E. Shaw & Co
254
D.E. Shaw & Co
New York
$493K +$305K +4,501 +147%
BW
255
BIP Wealth
Georgia
$489K
LG
256
LAM Group
Oregon
$486K +$339 +5 +0.1%
Citadel Advisors
257
Citadel Advisors
Florida
$484K +$53.6K +790 +12%
DI
258
Disciplined Investments
Oklahoma
$483K +$61.4K +906 +14%
PTC
259
Private Trust Company
Ohio
$466K +$340K +5,012 +234%
AWS
260
Atria Wealth Solutions
New York
$461K -$35.7K -526 -7%
PA
261
Parallel Advisors
California
$456K +$474K +6,987 New
Mariner
262
Mariner
Kansas
$455K +$203K +2,988 +75%
EPW
263
Endeavor Private Wealth
Kansas
$451K +$108K +1,599 +30%
APW
264
Austin Private Wealth
Texas
$432K +$449K +6,625 New
SAI
265
Savvy Advisors Inc
New York
$425K +$442K +6,518 New
RWM
266
Riverchase Wealth Management
Texas
$422K
HWA
267
HMV Wealth Advisors
Louisiana
$413K +$429K +6,330 New
VW
268
Vance Wealth
California
$410K +$426K +6,280 New
AFG
269
Altiora Financial Group
Ohio
$398K -$329K -4,849 -44%
TFG
270
Team Financial Group
California
$389K +$187K +2,758 +86%
SWA
271
Sax Wealth Advisors
New Jersey
$382K
FSWA
272
Financial Synergies Wealth Advisors
Texas
$379K +$23.5K +346 +6%
MPW
273
Magnolia Private Wealth
Pennsylvania
$378K
SDWIA
274
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$366K
PWIA
275
Porter White Investment Advisors
Alabama
$357K

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.