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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
NFA
326
Northwest Financial Advisors
Virginia
$287K +$281K +3,975 New
JJBC
327
James J. Burns & Company
New York
$287K +$61.9K +876 +28%
CWA
328
Canvas Wealth Advisors
Kansas
$286K -$786K -11,123 -74%
DADC
329
D.A. Davidson & Co
Montana
$275K
PRRFG
330
Paul R. Ried Financial Group
Washington
$273K -$2.19K -31 -0.8%
WHCFA
331
William Howard & Co Financial Advisors
Tennessee
$271K +$706 +10 +0.3%
TSS
332
Two Sigma Securities
New York
$266K +$260K +3,681 New
WWM
333
Western Wealth Management
Colorado
$265K +$259K +3,668 New
GCA
334
Gradient Capital Advisors
California
$264K -$12.3K -174 -5%
TAM
335
Titleist Asset Management
Texas
$257K +$212 +3 +0.1%
CPA
336
Capital Performance Advisors
California
$256K
AP
337
Atwood & Palmer
Missouri
$254K +$113K +1,597 +83%
DWM
338
Dogwood Wealth Management
Kansas
$248K +$242K +3,431 New
EAM
339
Evanson Asset Management
California
$246K +$3.6K +51 +2%
BWM
340
Brickley Wealth Management
California
$245K -$34.2K -484 -12%
NC
341
NovaPoint Capital
Georgia
$238K +$232K +3,290 New
TIAA Trust, National Association
342
TIAA Trust, National Association
North Carolina
$237K +$8.47K +120 +4%
MW
343
Members Wealth
Pennsylvania
$228K +$222K +3,144 New
FWM
344
FMB Wealth Management
California
$227K
SF
345
Strategent Financial
Virginia
$227K +$222K +3,140 New
US Bancorp
346
US Bancorp
Minnesota
$221K +$126K +1,789 +140%
WW
347
Waterfront Wealth
Kansas
$218K
SCM
348
Stordahl Capital Management
Colorado
$217K
FCM
349
Fortis Capital Management
Washington
$210K +$205K +2,900 New
CCMI
350
Creative Capital Management Investments
California
$208K

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.