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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
RPA
276
Redwood Park Advisors
California
$355K
LFA
277
Level Financial Advisors
New York
$353K +$153K +2,260 +72%
Susquehanna International Group
278
Susquehanna International Group
Pennsylvania
$353K -$1.51M -22,279 -80%
PWP
279
Parkwoods Wealth Partners
New York
$342K +$355K +5,242 New
KPWS
280
Kestra Private Wealth Services
Texas
$337K +$105K +1,547 +43%
QHA
281
Quarry Hill Advisors
Minnesota
$334K
SFS
282
Summit Financial Strategies
Ohio
$327K
CFA
283
Cahill Financial Advisors
Minnesota
$320K -$2.98K -44 -0.9%
MW
284
Members Wealth
Pennsylvania
$312K -$145K -2,143 -31%
PI
285
PFG Investments
New York
$309K +$10.4K +153 +3%
EWA
286
EverSource Wealth Advisors
Alabama
$305K +$317K +4,676 New
JCM
287
Jacobi Capital Management
Pennsylvania
$295K +$610 +9 +0.2%
SEA
288
Stegent Equity Advisors
Texas
$287K +$94.2K +1,390 +46%
AWC
289
Adamsbrown Wealth Consultants
Kansas
$283K -$74K -1,092 -20%
MQWP
290
Morey & Quinn Wealth Partners
Nebraska
$276K +$287K +4,235 New
NCFG
291
New Century Financial Group
New Jersey
$270K -$372K -5,481 -57%
WFAG
292
Wescott Financial Advisory Group
Pennsylvania
$260K +$59.3K +875 +28%
PRRFG
293
Paul R. Ried Financial Group
Washington
$254K -$11.8K -174 -4%
BWM
294
Brickley Wealth Management
California
$253K
GCA
295
Gradient Capital Advisors
California
$250K
DADC
296
D.A. Davidson & Co
Montana
$248K +$33.9K +500 +15%
WHCFA
297
William Howard & Co Financial Advisors
Tennessee
$243K +$1.02K +15 +0.4%
TAM
298
Titleist Asset Management
Texas
$231K +$407 +6 +0.2%
CPA
299
Capital Performance Advisors
California
$231K
OIA
300
OneDigital Investment Advisors
Kansas
$229K +$22.4K +331 +10%

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.