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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
BTWM
301
Brass Tax Wealth Management
Ohio
$400K +$391K +5,531 New
PWIA
302
Porter White Investment Advisors
Alabama
$395K
ST
303
Smithfield Trust
Pennsylvania
$391K
RPA
304
Redwood Park Advisors
California
$387K -$33.9K -480 -8%
MQWP
305
Morey & Quinn Wealth Partners
Nebraska
$386K -$17.6K -249 -4%
BW
306
BIP Wealth
Georgia
$380K +$24.5K +347 +7%
KLI
307
Kelman-Lazarov Inc
Tennessee
$379K
AFG
308
Atomi Financial Group
New York
$370K +$362K +5,122 New
Mariner
309
Mariner
Kansas
$368K +$38.7K +548 +12%
FWP
310
Fiduciary Wealth Partners
Massachusetts
$364K +$356K +5,044 New
ALWM
311
Andrews Lucia Wealth Management
California
$364K +$356K +5,043 New
VC
312
Vicus Capital
Pennsylvania
$356K +$348K +4,930 New
OSAM
313
O'Shaughnessy Asset Management
Connecticut
$355K +$266K +3,771 +330%
AFG
314
Altiora Financial Group
Ohio
$353K -$85.7K -1,213 -20%
PI
315
PFG Investments
New York
$349K +$4.45K +63 +1%
Citadel Advisors
316
Citadel Advisors
Florida
$345K -$1.7K -24 -0.5%
ACC
317
Acorn Creek Capital
Colorado
$341K +$25.3K +358 +8%
OC
318
Oppenheimer & Co
New York
$329K +$51.8K +734 +19%
JCM
319
Jacobi Capital Management
Pennsylvania
$328K +$424 +6 +0.1%
BlackRock
320
BlackRock
New York
$324K
CA
321
CGN Advisors
Kansas
$319K -$135K -1,908 -30%
AWC
322
Adamsbrown Wealth Consultants
Kansas
$316K +$706 +10 +0.2%
KPWS
323
Kestra Private Wealth Services
Texas
$305K -$4.87K -69 -2%
OWA
324
Oak Wealth Advisors
Illinois
$295K -$23.9K -339 -8%
WFAG
325
Wescott Financial Advisory Group
Pennsylvania
$288K

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.