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Avantis US Large Cap Value ETF

399 hedge funds and large institutions have $7.73B invested in Avantis US Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 222 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 87

155% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 20

7% more funds holding

Funds holding: 374399 (+25)

7% more capital invested

Capital invested by funds: $7.26B → $7.73B (+$473M)

0% more funds holding in top 10

Funds holding in top 10: 6060 (0)

1.9% less ownership

Funds ownership: 94.84%92.94% (-1.9%)

Holders
399
Holders Change
+25
Holders Change %
+6.68%
% of All Funds
5.24%
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
51
Increased
222
Reduced
87
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TP
251
Tranquility Partners
Tennessee
$1.06M +$7.42K +105 +0.7%
CCM
252
Cloud Capital Management
Washington
$1.04M +$97.6K +1,382 +11%
VT
253
Vise Technologies
New York
$1.01M -$3.61M -51,090 -78%
Betterment LLC
254
Betterment LLC
New York
$983K +$310K +4,394 +48%
CFP
255
Comprehensive Financial Planning
Pennsylvania
$963K +$2.26K +32 +0.2%
TFG
256
Team Financial Group
California
$947K +$291K +4,121 +46%
TRCT
257
Tower Research Capital (TRC)
New York
$946K +$792K +11,217 +597%
UB
258
UMB Bank
Missouri
$929K -$22.9K -324 -2%
WA
259
Wealth Architects
California
$887K -$70.8K -1,003 -8%
EPW
260
Endeavor Private Wealth
Kansas
$859K +$77.4K +1,096 +10%
CWM
261
CCG Wealth Management
California
$848K +$51.2K +725 +7%
SAG
262
SageView Advisory Group
California
$839K +$25.1K +355 +3%
AFP
263
Ausdal Financial Partners
Iowa
$829K +$7.13K +101 +0.9%
GWMR
264
GC Wealth Management RIA
Massachusetts
$752K
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$719K +$601K +8,513 +590%
NEWAS
266
N.E.W. Advisory Services
Wisconsin
$695K +$1.7K +24 +0.3%
DT
267
Diversified Trust
Tennessee
$690K
BTI
268
Blue Trust Inc
Georgia
$689K +$83K +1,175 +14%
TA
269
TFB Advisors
Kansas
$680K +$71 +1 +0%
LG
270
LAM Group
Oregon
$677K -$17.7K -250 -3%
LCWP
271
Legacy Capital Wealth Partners
Arkansas
$673K +$73.3K +1,038 +13%
MWM
272
Mission Wealth Management
California
$649K -$209K -2,962 -25%
PWP
273
Parkwoods Wealth Partners
New York
$644K +$239K +3,386 +61%
PS
274
Principal Securities
Iowa
$644K +$489K +6,931 +350%
SEA
275
Stegent Equity Advisors
Texas
$642K +$242K +3,424 +63%

AVLV Hedge Fund Activity: Q3 2025 in Review

399 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Value ETF (AVLV) for Q3 2025, worth a combined $7.73B — up 6.5% from $7.26B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AVLV positions and 20 closed out — a net gain of 31 holders — while 222 added to existing stakes and 87 trimmed.

The largest buyer was Savant Capital, adding an estimated $87.3M. The largest seller was PNC Financial Services Group, cutting an estimated $147M.

  • 399 institutional investors held Avantis US Large Cap Value ETF (AVLV) as of Q3 2025, up from 374 in Q2 2025.
  • Funds reported $7.73B of Avantis US Large Cap Value ETF stock for Q3 2025, up 6.5% quarter-over-quarter.
  • 51 funds opened new Avantis US Large Cap Value ETF positions in Q3 2025 and 20 closed out, a net change of +31 holders.
  • The largest Avantis US Large Cap Value ETF buyer in Q3 2025 was Savant Capital, an estimated $87.3M added.
  • The largest Avantis US Large Cap Value ETF seller in Q3 2025 was PNC Financial Services Group, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2025.