We are live on ! Find out more
AVLV icon

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
HC
351
Hurley Capital
New York
$5.87K +$6.1K +90 New
FIM
352
FWL Investment Management
Texas
$5.8K -$11.7K -173 -66%
FCT
353
Family Capital Trust
Massachusetts
$4.04K +$4.2K +62 New
CW
354
Curio Wealth
Maryland
$2.54K -$2.51K -37 -97%
SIC
355
Salem Investment Counselors
North Carolina
$2.35K
EWA
356
EQ Wealth Advisors
Texas
$1.04K +$1.08K +16 New
HBW
357
Hazlett, Burt & Watson
West Virginia
$1K +$1.36K +20 New
MWA
358
Medallion Wealth Advisors
Connecticut
$916
GWS
359
Glassman Wealth Services
Virginia
$652 -$55.8K -823 -99%
PCIA
360
Prime Capital Investment Advisors
Kansas
-$101M -1,511,839 Closed
PAS
361
Park Avenue Securities
New York
-$53.5M -801,673 Closed
IAA
362
Independent Advisor Alliance
North Carolina
-$11.1M -166,755 Closed
Jane Street
363
Jane Street
New York
-$2.24M -33,548 Closed
Millennium Management
364
Millennium Management
New York
-$615K -9,218 Closed
AWE
365
Avidian Wealth Enterprises
Texas
-$514K -7,700 Closed
AIP
366
Almanack Investment Partners
Pennsylvania
-$272K -4,075 Closed
IFA
367
Index Fund Advisors
California
-$256K -3,833 Closed
VA
368
Valmark Advisers
Ohio
-$249K -3,736 Closed
AWM
369
Arista Wealth Management
Nevada
-$245K -3,664 Closed
Bank of New York Mellon
370
Bank of New York Mellon
New York
-$232K -3,472 Closed
AWA
371
Adapt Wealth Advisors
Georgia
-$226K -3,381 Closed
SCM
372
Stordahl Capital Management
Colorado
-$221K -3,304 Closed
WGC
373
Watts Gwilliam & Co
Arizona
-$204K -3,021 Closed
SS
374
Sunbelt Securities
Texas
-$95.7K -1,435 Closed
TH
375
TCTC Holdings
Texas
-$60.8K -911 Closed

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.