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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
LFA
276
Level Financial Advisors
New York
$446K +$72.2K +1,121 +21%
D.E. Shaw & Co
277
D.E. Shaw & Co
New York
$441K -$70.8K -1,100 -15%
Bank of New York Mellon
278
Bank of New York Mellon
New York
$435K +$411K +6,377 New
SAI
279
Savvy Advisors Inc
New York
$433K -$11.3K -176 -3%
CA
280
CGN Advisors
Kansas
$432K -$86.4K -1,342 -17%
AWS
281
Atria Wealth Solutions
New York
$427K -$52.2K -810 -11%
FSWA
282
Financial Synergies Wealth Advisors
Texas
$422K +$24.4K +379 +7%
SDWIA
283
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$418K +$33.6K +522 +9%
AFG
284
Altiora Financial Group
Ohio
$416K
SWA
285
Sax Wealth Advisors
New Jersey
$400K
RPA
286
Redwood Park Advisors
California
$398K +$25.4K +394 +7%
PSFG
287
Park Square Financial Group
Georgia
$398K +$306K +4,750 +441%
ZF
288
Zhang Financial
Michigan
$397K +$375K +5,820 New
MPW
289
Magnolia Private Wealth
Pennsylvania
$395K
APP
290
Avantax Planning Partners
Iowa
$385K +$364K +5,649 New
MQWP
291
Morey & Quinn Wealth Partners
Nebraska
$382K +$87.6K +1,361 +32%
PWP
292
Parkwoods Wealth Partners
New York
$377K +$18.4K +285 +5%
PWIA
293
Porter White Investment Advisors
Alabama
$373K
SEA
294
Stegent Equity Advisors
Texas
$372K +$68.4K +1,062 +24%
ST
295
Smithfield Trust
Pennsylvania
$370K +$349K +5,413 New
KLI
296
Kelman-Lazarov Inc
Tennessee
$358K +$338K +5,243 New
QHA
297
Quarry Hill Advisors
Minnesota
$349K
CFA
298
Cahill Financial Advisors
Minnesota
$336K +$1.22K +19 +0.4%
BW
299
BIP Wealth
Georgia
$335K -$167K -2,589 -35%
Citadel Advisors
300
Citadel Advisors
Florida
$327K -$169K -2,617 -35%

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.