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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
TLA
326
Tanglewood Legacy Advisors
Texas
$66.3K
ACM
327
Anfield Capital Management
California
$64.8K
SPIA
328
Steward Partners Investment Advisory
New York
$62K
JWA
329
JFS Wealth Advisors
Pennsylvania
$59.3K +$61.7K +910 New
NRG
330
Nemes Rush Group
Michigan
$53.4K -$117K -1,729 -68%
Russell Investments Group
331
Russell Investments Group
United Kingdom
$52.8K
Fifth Third Bancorp
332
Fifth Third Bancorp
Ohio
$49.5K +$51.5K +759 New
CCMI
333
Creative Capital Management Investments
California
$48.5K +$18.5K +273 +58%
AA
334
Addison Advisors
Vermont
$47.9K
AF
335
Allworth Financial
California
$47.2K
RJA
336
Ross\Johnson & Associates
Minnesota
$39K +$40.5K +598 New
MG
337
Mather Group
Illinois
$37.6K
APW
338
Aventura Private Wealth
Florida
$37.4K
AssetMark Inc
339
AssetMark Inc
California
$35.4K +$7.8K +115 +27%
TCM
340
Tradewinds Capital Management
Washington
$34.1K +$35.5K +523 New
MFC
341
Morris Financial Concepts
South Carolina
$32.5K -$8.27K -122 -20%
MFS
342
Mattson Financial Services
Michigan
$31.3K +$32.5K +480 New
RF
343
Robinswood Financial
Washington
$29.3K
CTC
344
Central Trust Company
Missouri
$29.1K +$30.2K +446 New
NS
345
NBC Securities
Alabama
$25K +$26.8K +395 New
HFS
346
Hantz Financial Services
Michigan
$24K
EWA
347
Elevate Wealth Advisory
Georgia
$18.1K -$542 -8 -3%
CJH
348
Christopher J. Hasenberg
Wisconsin
$17.1K
DWM
349
Dogwood Wealth Management
Kansas
$11K +$11.4K +168 New
Qube Research & Technologies (QRT)
350
Qube Research & Technologies (QRT)
United Kingdom
$9.59K +$9.97K +147 New

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.