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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
CFG
351
Citizens Financial Group
Rhode Island
$206K +$201K +2,845 New
MAG
352
Mayfair Advisory Group
Alabama
$202K +$198K +2,797 New
EWM
353
Evolution Wealth Management
Florida
$195K +$190K +2,695 New
HC
354
Hurley Capital
New York
$161K +$119K +1,687 +312%
PWAM
355
Private Wealth Asset Management
Iowa
$155K
Bank of Montreal
356
Bank of Montreal
Ontario, Canada
$142K
PFBT
357
Parkside Financial Bank & Trust
Missouri
$133K -$1.48K -21 -1%
DAM
358
Delta Asset Management
Tennessee
$104K +$102K +1,440 New
RFP
359
Root Financial Partners
California
$101K +$99.2K +1,404 New
IA
360
IFP Advisors
Florida
$95.6K +$141 +2 +0.2%
GWM
361
Geneos Wealth Management
Colorado
$89.6K
AF
362
Allworth Financial
California
$80.7K +$5.79K +82 +8%
TLA
363
Tanglewood Legacy Advisors
Texas
$73.5K
ACM
364
Anfield Capital Management
California
$71.8K
Optiver Holding
365
Optiver Holding
Netherlands
$66.9K +$65.4K +926 New
HI
366
Harbour Investments
Wisconsin
$66.2K +$64.7K +916 New
GA
367
GoalVest Advisory
New York
$60.9K +$59.5K +843 New
HBW
368
Hazlett, Burt & Watson
West Virginia
$56K +$71 +1 +0.1%
SPIA
369
Steward Partners Investment Advisory
New York
$51.1K +$41K +581 +461%
AA
370
Addison Advisors
Vermont
$44.4K -$8.47K -120 -16%
Russell Investments Group
371
Russell Investments Group
United Kingdom
$44.4K -$13.8K -196 -24%
NRG
372
Nemes Rush Group
Michigan
$43.9K -$14.3K -202 -25%
HFS
373
Hantz Financial Services
Michigan
$43K
MG
374
Mather Group
Illinois
$41.7K +$40.7K +577 New
APW
375
Aventura Private Wealth
Florida
$41.4K

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.