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Avantis US Large Cap Value ETF

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: 359374 (+15)

5% less funds holding in top 10

Funds holding in top 10: 6360 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
326
Stordahl Capital Management
Colorado
$205K +$193K +2,999 New
CCMI
327
Creative Capital Management Investments
California
$196K +$137K +2,132 +287%
PWAM
328
Private Wealth Asset Management
Iowa
$146K
PS
329
Principal Securities
Iowa
$135K -$16.7K -260 -12%
Bank of Montreal
330
Bank of Montreal
Ontario, Canada
$134K
AP
331
Atwood & Palmer
Missouri
$131K
TRCT
332
Tower Research Capital (TRC)
New York
$128K +$121K +1,879 New
PFBT
333
Parkside Financial Bank & Trust
Missouri
$127K
Fifth Third Bancorp
334
Fifth Third Bancorp
Ohio
$99.5K +$45K +699 +92%
Carson Wealth (CWM LLC)
335
Carson Wealth (CWM LLC)
Nebraska
$98K -$32.8K -509 -26%
SS
336
Sunbelt Securities
Texas
$95.8K +$92.4K +1,435 New
IA
337
IFP Advisors
Florida
$90.1K +$16.1K +250 +23%
US Bancorp
338
US Bancorp
Minnesota
$87K +$5.34K +83 +7%
GWM
339
Geneos Wealth Management
Colorado
$84.6K -$39.9K -620 -33%
OSAM
340
O'Shaughnessy Asset Management
Connecticut
$78K -$23.8K -369 -24%
AF
341
Allworth Financial
California
$70.6K +$17.9K +278 +37%
TLA
342
Tanglewood Legacy Advisors
Texas
$69.4K
ACM
343
Anfield Capital Management
California
$67.8K
ETC
344
Exchange Traded Concepts
Oklahoma
$58.3K +$55.1K +855 New
Russell Investments Group
345
Russell Investments Group
United Kingdom
$55.3K
NRG
346
Nemes Rush Group
Michigan
$55.2K -$515 -8 -1%
HBW
347
Hazlett, Burt & Watson
West Virginia
$54K +$49.1K +762 +3,810%
AA
348
Addison Advisors
Vermont
$50.1K
HFS
349
Hantz Financial Services
Michigan
$41K +$14.2K +221 +59%
CA
350
CoreCap Advisors
Michigan
$39.4K +$37.2K +578 New

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.