We are live on ! Find out more
AVLV icon

Avantis US Large Cap Value ETF
AVLV

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: 359 → 374 (+15)

5% less funds holding in top 10

Funds holding in top 10: 63 → 60 (-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
–

Top Buyers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$643M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$603M
3
Cerity Partners
Cerity Partners
New York
+$141M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$99.2M
5
PAS
Park Avenue Securities
New York
+$47.9M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$23M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$16.7M
3
BDWCC
B&D White Capital Company
Texas
-$15.6M
4
PAG
Private Advisor Group
New Jersey
-$14.9M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$11.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
301
PFG Investments
New York
$325K +$1.8K +28 +0.6%
Mariner
302
Mariner
Kansas
$310K -$157K -2,434 -35%
JCM
303
Jacobi Capital Management
Pennsylvania
$309K +$580 +9 +0.2%
BlackRock
304
BlackRock
New York
$306K +$104K +1,622 +57%
OWA
305
Oak Wealth Advisors
Illinois
$302K +$285K +4,423 New
ACC
306
Acorn Creek Capital
Colorado
$298K +$77.5K +1,204 +38%
AWC
307
Adamsbrown Wealth Consultants
Kansas
$297K +$1.22K +19 +0.4%
KPWS
308
Kestra Private Wealth Services
Texas
$292K -$56.5K -878 -17%
Lido Advisors
309
Lido Advisors
California
$280K +$264K +4,103 New
GLA
310
Good Life Advisors
Pennsylvania
$274K +$259K +4,020 New
WFAG
311
Wescott Financial Advisory Group
Pennsylvania
$272K – – –
BWM
312
Brickley Wealth Management
California
$264K – – –
GCA
313
Gradient Capital Advisors
California
$261K – – –
OC
314
Oppenheimer & Co
New York
$260K +$41.2K +640 +20%
PRRFG
315
Paul R. Ried Financial Group
Washington
$260K -$5.8K -90 -2%
DADC
316
D.A. Davidson & Co
Montana
$259K – – –
WHCFA
317
William Howard & Co Financial Advisors
Tennessee
$256K +$966 +15 +0.4%
TAM
318
Titleist Asset Management
Texas
$242K +$386 +6 +0.2%
CPA
319
Capital Performance Advisors
California
$241K – – –
EAM
320
Evanson Asset Management
California
$228K +$15.6K +243 +8%
MGIA
321
Moneta Group Investment Advisors
Missouri
$226K -$11K -171 -5%
TIAA Trust, National Association
322
TIAA Trust, National Association
North Carolina
$216K +$204K +3,164 New
FWM
323
FMB Wealth Management
California
$214K +$202K +3,140 New
JJBC
324
James J. Burns & Company
New York
$211K +$199K +3,096 New
WW
325
Waterfront Wealth
Kansas
$207K +$195K +3,034 New
11 12
13
14 15

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.