We are live on ! Find out more
AVLV icon

Avantis US Large Cap Value ETF

483 hedge funds and large institutions have $9.52B invested in Avantis US Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 239 increasing their positions, 126 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 19

90% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 126

9% more funds holding

Funds holding: 443483 (+40)

8% more capital invested

Capital invested by funds: $8.78B → $9.52B (+$746M)

7% more funds holding in top 10

Funds holding in top 10: 7681 (+5)

4.38% less ownership

Funds ownership: 96%91.62% (-4.4%)

Holders
483
Holders Change
+40
Holders Change %
+9.03%
% of All Funds
5.94%
Holding in Top 10
81
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.58%
% of All Funds
1%
New
66
Increased
239
Reduced
126
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
301
Comprehensive Financial Planning
Pennsylvania
$1.16M +$80.8K +996 +7%
BFC
302
Bedel Financial Consulting
Indiana
$1.14M +$1.15M +14,145 New
DIA
303
Dana Investment Advisors
Wisconsin
$1.1M +$1.11M +13,690 New
GWMR
304
GC Wealth Management RIA
Massachusetts
$1.09M +$252K +3,113 +30%
TP
305
Tranquility Partners
Tennessee
$1.05M +$973 +12 +0.1%
SAI
306
Savvy Advisors Inc
New York
$1.05M +$386K +4,763 +58%
MHS
307
M Holdings Securities
Oregon
$1.03M +$980K +12,081 New
KLI
308
Kelman-Lazarov Inc
Tennessee
$1.03M +$13.9K +172 +1%
OWA
309
ORBA Wealth Advisors
Illinois
$1M -$45.6K -562 -4%
MWM
310
Maimon Wealth Management
Israel
$1,000K +$214K +2,635 +26%
WA
311
Wealth Architects
California
$989K
LWM
312
Lifetime Wealth Management
Texas
$982K +$52.8K +651 +6%
EWM
313
Evolution Wealth Management
Florida
$979K +$584K +7,204 +146%
PWP
314
Parkwoods Wealth Partners
New York
$907K +$108K +1,336 +13%
TC
315
Towle & Co
Colorado
$852K +$857K +10,572 New
AFP
316
Ausdal Financial Partners
Iowa
$812K -$55.3K -682 -6%
RFC
317
Regions Financial Corp
Alabama
$792K +$796K +9,820 New
AI
318
Accredited Investors
Minnesota
$781K +$536K +6,614 +216%
CCA
319
Clarity Capital Advisors
Florida
$780K +$2.19K +27 +0.3%
DT
320
Diversified Trust
Tennessee
$769K
BWS
321
BFI Wealth Solutions
Texas
$744K +$350K +4,320 +89%
MFWP
322
Mosaic Family Wealth Partners
Missouri
$744K +$749K +9,232 New
PTC
323
Private Trust Company
Ohio
$724K +$19.5K +240 +3%
DPI
324
Diversified Portfolios Inc
Michigan
$723K
OSAM
325
O'Shaughnessy Asset Management
Connecticut
$696K +$80.8K +996 +13%

AVLV Hedge Fund Activity: Q1 2026 in Review

483 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Value ETF (AVLV) for Q1 2026, worth a combined $9.52B — up 8.5% from $8.78B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new AVLV positions and 19 closed out — a net gain of 47 holders — while 239 added to existing stakes and 126 trimmed.

The largest buyer was Fifth Third Bancorp, adding an estimated $95.2M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $217M.

  • 483 institutional investors held Avantis US Large Cap Value ETF (AVLV) as of Q1 2026, up from 443 in Q4 2025.
  • Funds reported $9.52B of Avantis US Large Cap Value ETF stock for Q1 2026, up 8.5% quarter-over-quarter.
  • 66 funds opened new Avantis US Large Cap Value ETF positions in Q1 2026 and 19 closed out, a net change of +47 holders.
  • The largest Avantis US Large Cap Value ETF buyer in Q1 2026 was Fifth Third Bancorp, an estimated $95.2M added.
  • The largest Avantis US Large Cap Value ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $217M sold.

Based on aggregated 13F filings for Q1 2026.