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
BTI
326
Blue Trust Inc
Georgia
$691K -$7.95K -98 -1%
PS
327
Principal Securities
Iowa
$680K -$37.9K -467 -5%
RWM
328
Riverchase Wealth Management
Texas
$680K -$14.8K -183 -2%
LCWP
329
Legacy Capital Wealth Partners
Arkansas
$656K
MWM
330
Mission Wealth Management
California
$638K -$37.6K -464 -6%
WWG
331
West Wealth Group
California
$635K +$639K +7,879 New
FAI
332
Fiduciary Advisors Inc
Missouri
$623K +$105K +1,292 +20%
CAMG
333
CWA Asset Management Group
Florida
$618K
BIG
334
Brooklyn Investment Group
New York
$617K +$376K +4,633 +154%
DI
335
Disciplined Investments
Oklahoma
$606K +$1.62K +20 +0.3%
LFA
336
Level Financial Advisors
New York
$567K -$11.6K -143 -2%
AWA
337
Arbor Wealth Advisors
Michigan
$566K +$122K +1,510 +27%
OIA
338
OneDigital Investment Advisors
Kansas
$562K +$181K +2,234 +47%
SWA
339
Stratos Wealth Advisors
Ohio
$550K -$4.7K -58 -0.8%
SDWIA
340
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$541K +$7.3K +90 +1%
SEA
341
Stegent Equity Advisors
Texas
$537K -$169K -2,088 -24%
AFAS
342
Acorn Financial Advisory Services
Virginia
$535K
ZF
343
Zhang Financial
Michigan
$525K
Bank of New York Mellon
344
Bank of New York Mellon
New York
$517K +$3.16K +39 +0.6%
NFA
345
Northwest Financial Advisors
Virginia
$511K +$8.35K +103 +2%
TIA
346
Traphagen Investment Advisors
New Jersey
$509K -$52.3K -645 -9%
FSWA
347
Financial Synergies Wealth Advisors
Texas
$505K +$1.46K +18 +0.3%
SWM
348
Spire Wealth Management
Virginia
$492K +$495K +6,098 New
MAM
349
Mainsail Asset Management
Alabama
$491K +$1.38K +17 +0.3%
QCM
350
QRG Capital Management
Illinois
$487K +$183K +2,258 +60%

AVLV Hedge Fund Activity: Q1 2026 in Review

483 of the 8,127 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.