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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
MCM
276
MAI Capital Management
Ohio
$609K +$595K +8,429 New
PTC
277
Private Trust Company
Ohio
$602K +$63.9K +905 +12%
DPI
278
Diversified Portfolios Inc
Michigan
$598K +$43.1K +610 +8%
Qube Research & Technologies (QRT)
279
Qube Research & Technologies (QRT)
United Kingdom
$589K +$543K +7,693 +1,665%
DFA
280
Davies Financial Advisors
California
$585K +$11.7K +165 +2%
SWA
281
Stratos Wealth Advisors
Ohio
$574K -$70.4K -997 -11%
MAM
282
Mainsail Asset Management
Alabama
$570K +$5.58K +79 +1%
DI
283
Disciplined Investments
Oklahoma
$569K +$22.6K +320 +4%
RWM
284
Riverchase Wealth Management
Texas
$552K
GPW
285
Gentry Private Wealth
Kansas
$527K -$260K -3,675 -34%
LFA
286
Level Financial Advisors
New York
$509K +$35.9K +509 +8%
TIA
287
Traphagen Investment Advisors
New Jersey
$504K +$71 +1 +0%
Bank of New York Mellon
288
Bank of New York Mellon
New York
$501K +$39.2K +555 +9%
OWA
289
ORBA Wealth Advisors
Illinois
$500K +$489K +6,924 New
SAI
290
Savvy Advisors Inc
New York
$490K +$31.4K +445 +7%
CAMG
291
CWA Asset Management Group
Florida
$484K +$473K +6,703 New
AFAS
292
Acorn Financial Advisory Services
Virginia
$480K -$19K -269 -4%
APW
293
Austin Private Wealth
Texas
$479K
SDWIA
294
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$463K +$20K +283 +5%
ZF
295
Zhang Financial
Michigan
$461K +$39.5K +560 +10%
FSWA
296
Financial Synergies Wealth Advisors
Texas
$449K +$1.27K +18 +0.3%
RPCA
297
Running Point Capital Advisors
California
$428K +$418K +5,925 New
SWA
298
Sax Wealth Advisors
New Jersey
$423K
MPW
299
Magnolia Private Wealth
Pennsylvania
$419K
APP
300
Avantax Planning Partners
Iowa
$411K +$2.33K +33 +0.6%

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.