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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
MGIA
301
Moneta Group Investment Advisors
Missouri
$227K +$13.2K +195 +6%
WAS
302
WESPAC Advisors SoCal
California
$218K -$102K -1,505 -31%
OC
303
Oppenheimer & Co
New York
$207K -$21K -310 -9%
ACC
304
Acorn Creek Capital
Colorado
$206K +$214K +3,162 New
BCI
305
Brinker Capital Investments
Pennsylvania
$203K -$862K -12,713 -80%
OPS
306
Orion Portfolio Solutions
Nebraska
$203K -$862K -12,713 -80%
EAM
307
Evanson Asset Management
California
$203K +$211K +3,106 New
BlackRock
308
BlackRock
New York
$187K +$50.1K +739 +35%
EWA
309
EP Wealth Advisors
California
$184K -$49.2K -726 -20%
PS
310
Principal Securities
Iowa
$149K
PWAM
311
Private Wealth Asset Management
Iowa
$140K +$145K +2,145 New
Bank of Montreal
312
Bank of Montreal
Ontario, Canada
$128K -$1.02K -15 -0.8%
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$127K -$182K -2,684 -58%
AP
314
Atwood & Palmer
Missouri
$125K
AC
315
AlphaCore Capital
California
$123K +$128K +1,887 New
GWM
316
Geneos Wealth Management
Colorado
$121K +$84.1K +1,240 +200%
PFBT
317
Parkside Financial Bank & Trust
Missouri
$121K -$55.9K -824 -31%
RWM
318
Ruedi Wealth Management
Illinois
$118K -$113K -1,661 -48%
KWM
319
Kiker Wealth Management
Georgia
$107K +$111K +1,636 New
OSAM
320
O'Shaughnessy Asset Management
Connecticut
$98.6K +$32.4K +478 +46%
SFGP
321
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$96.3K +$100K +1,476 New
US Bancorp
322
US Bancorp
Minnesota
$77.7K +$44.7K +660 +124%
AF
323
Atala Financial
California
$71.5K +$23.7K +350 +47%
PSFG
324
Park Square Financial Group
Georgia
$70.3K +$73.1K +1,078 New
IA
325
IFP Advisors
Florida
$69.9K +$9.76K +144 +16%

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.