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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
JJBC
376
James J. Burns & Company
New York
$360K +$1.05K +13 +0.3%
AWC
377
Adamsbrown Wealth Consultants
Kansas
$355K +$973 +12 +0.3%
CPWL
378
Coquina Private Wealth LLC
Florida
$353K +$730 +9 +0.2%
CWA
379
Canvas Wealth Advisors
Kansas
$352K +$16.7K +206 +5%
HAS
380
HBW Advisory Services
California
$349K +$351K +4,324 New
CA
381
CGN Advisors
Kansas
$348K
MW
382
Members Wealth
Pennsylvania
$343K -$568 -7 -0.2%
RFP
383
Root Financial Partners
California
$341K +$229K +2,824 +201%
EWA
384
EverSource Wealth Advisors
Alabama
$335K -$379K -4,678 -53%
WMA
385
West Michigan Advisors
Michigan
$333K +$335K +4,132 New
RWP
386
Revolve Wealth Partners
New Jersey
$331K
CA
387
Clearstead Advisors
Ohio
$331K +$329K +4,058 +8,822%
OWA
388
Oak Wealth Advisors
Illinois
$329K
KPWS
389
Kestra Private Wealth Services
Texas
$321K -$20.5K -253 -6%
HBW
390
Hazlett, Burt & Watson
West Virginia
$320K +$101K +1,247 +45%
ACC
391
Acorn Creek Capital
Colorado
$320K -$74.9K -924 -19%
FJWM
392
Ferguson Johnson Wealth Management
Maryland
$314K +$1.95K +24 +0.6%
GCA
393
Gradient Capital Advisors
California
$314K +$19.4K +239 +7%
MAG
394
Mayfair Advisory Group
Alabama
$308K +$82.5K +1,017 +36%
PRRFG
395
Paul R. Ried Financial Group
Washington
$307K -$18.6K -229 -6%
WHCFA
396
William Howard & Co Financial Advisors
Tennessee
$305K +$811 +10 +0.3%
HC
397
Hurley Capital
New York
$296K +$66K +814 +28%
MWA
398
Meridian Wealth Advisors
Texas
$294K +$295K +3,643 New
CAPTRUST Financial Advisors
399
CAPTRUST Financial Advisors
North Carolina
$288K +$292K +3,596 New
TAM
400
Titleist Asset Management
Texas
$287K +$324 +4 +0.1%

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.