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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
CWM
251
CCG Wealth Management
California
$751K +$112K +1,742 +19%
GPW
252
Gentry Private Wealth
Kansas
$748K -$19.1K -297 -3%
EPW
253
Endeavor Private Wealth
Kansas
$736K +$250K +3,887 +56%
GWMR
254
GC Wealth Management RIA
Massachusetts
$710K
LG
255
LAM Group
Oregon
$656K +$139K +2,155 +29%
NEWAS
256
N.E.W. Advisory Services
Wisconsin
$654K +$2.58K +40 +0.4%
DT
257
Diversified Trust
Tennessee
$651K +$615K +9,545 New
TA
258
TFB Advisors
Kansas
$647K -$309K -4,800 -34%
Betterment LLC
259
Betterment LLC
New York
$628K +$593K +9,210 New
TFG
260
Team Financial Group
California
$613K +$195K +3,022 +51%
SWA
261
Stratos Wealth Advisors
Ohio
$610K -$99.9K -1,552 -15%
Envestnet Portfolio Solutions
262
Envestnet Portfolio Solutions
Illinois
$590K -$97.2K -1,510 -15%
MSFS
263
Main Street Financial Solutions
Pennsylvania
$587K +$554K +8,608 New
BTI
264
Blue Trust Inc
Georgia
$570K -$2.96K -46 -0.5%
LCWP
265
Legacy Capital Wealth Partners
Arkansas
$564K -$236K -3,668 -31%
DFA
266
Davies Financial Advisors
California
$540K +$510K +7,924 New
MAM
267
Mainsail Asset Management
Alabama
$532K +$2.06K +32 +0.4%
DPI
268
Diversified Portfolios Inc
Michigan
$523K +$494K +7,664 New
RWM
269
Riverchase Wealth Management
Texas
$521K +$75.5K +1,172 +18%
DI
270
Disciplined Investments
Oklahoma
$515K +$9.6K +149 +2%
PTC
271
Private Trust Company
Ohio
$507K +$18K +280 +4%
TIA
272
Traphagen Investment Advisors
New Jersey
$476K -$144K -2,233 -24%
AFAS
273
Acorn Financial Advisory Services
Virginia
$471K -$159K -2,472 -26%
Jane Street
274
Jane Street
New York
$455K +$429K +6,665 New
APW
275
Austin Private Wealth
Texas
$452K

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.