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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
APW
351
Aventura Private Wealth
Florida
$39.1K
HC
352
Hurley Capital
New York
$36.9K +$29K +451 +501%
TCM
353
Tradewinds Capital Management
Washington
$35.7K
MFC
354
Morris Financial Concepts
South Carolina
$34K
CTC
355
Central Trust Company
Missouri
$31.5K +$1.03K +16 +4%
Qube Research & Technologies (QRT)
356
Qube Research & Technologies (QRT)
United Kingdom
$31.5K +$20.3K +315 +214%
RF
357
Robinswood Financial
Washington
$30.7K
MWA
358
Medallion Wealth Advisors
Connecticut
$26.8K +$24.1K +374 +2,671%
NS
359
NBC Securities
Alabama
$26K
BIG
360
Brooklyn Investment Group
New York
$15.1K +$14.2K +221 New
PP
361
Pacifica Partners
Canada
$14.9K +$14.1K +219 New
CJH
362
Christopher J. Hasenberg
Wisconsin
$12K -$5.54K -86 -33%
SPIA
363
Steward Partners Investment Advisory
New York
$8.59K -$53.1K -824 -87%
AssetMark Inc
364
AssetMark Inc
California
$7.37K -$28K -435 -80%
FIM
365
FWL Investment Management
Texas
$6.07K
FCT
366
Family Capital Trust
Massachusetts
$4.23K
EWA
367
Elevate Wealth Advisory
Georgia
$4.16K -$14K -217 -78%
CIBC Private Wealth Group
368
CIBC Private Wealth Group
Georgia
$3.89K +$3.67K +57 New
RLIM
369
Red Lighthouse Investment Management
New York
$2.73K +$2.58K +40 New
CW
370
Curio Wealth
Maryland
$2.59K +$2.38K +37 +3,700%
SIC
371
Salem Investment Counselors
North Carolina
$2.46K
EWA
372
EQ Wealth Advisors
Texas
$1.23K +$129 +2 +13%
AAS
373
Ameritas Advisory Services
Nebraska
$887 +$837 +13 New
NMG
374
New Millennium Group
Utah
$85 +$64 +1 New
PWA
375
PCG Wealth Advisors
Kansas
-$9.78M -150,032 Closed

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.