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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
OC
351
Oppenheimer & Co
New York
$486K +$488K +6,023 New
GPW
352
Gentry Private Wealth
Kansas
$485K -$52.8K -651 -10%
ALWM
353
Andrews Lucia Wealth Management
California
$478K +$66.7K +823 +16%
MPW
354
Magnolia Private Wealth
Pennsylvania
$467K
FB
355
Fulton Bank
Pennsylvania
$459K +$462K +5,693 New
MQWP
356
Morey & Quinn Wealth Partners
Nebraska
$458K -$13.1K -162 -3%
FPI
357
Financial Plan Inc
Washington
$455K -$24.6K -303 -5%
PI
358
PFG Investments
New York
$447K -$3.33K -41 -0.7%
SWA
359
Sax Wealth Advisors
New Jersey
$444K
PWIA
360
Porter White Investment Advisors
Alabama
$441K
ST
361
Smithfield Trust
Pennsylvania
$436K
PF
362
PlanVest Financial
Maryland
$433K +$435K +5,366 New
RPA
363
Redwood Park Advisors
California
$431K -$2.35K -29 -0.5%
FF
364
Foundry Financial
California
$424K +$30.7K +378 +8%
APP
365
Avantax Planning Partners
Iowa
$418K -$37.1K -458 -8%
HF
366
HRT Financial
New York
$418K +$421K +5,187 New
SCA
367
Sensenig Capital Advisors
Pennsylvania
$412K -$27.5K -339 -6%
FWP
368
Fiduciary Wealth Partners
Massachusetts
$407K
MGIA
369
Moneta Group Investment Advisors
Missouri
$406K -$77K -950 -16%
AFG
370
Altiora Financial Group
Ohio
$394K
BW
371
BIP Wealth
Georgia
$394K +$3.33K +41 +0.8%
JCM
372
Jacobi Capital Management
Pennsylvania
$392K +$487 +6 +0.1%
MHC
373
May Hill Capital
Massachusetts
$387K +$389K +4,802 New
IAS
374
Insigneo Advisory Services
Florida
$372K +$374K +4,610 New
LFS
375
Lutz Financial Services
Nebraska
$365K

AVLV Hedge Fund Activity: Q1 2026 in Review

483 of the 8,126 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.