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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
GAM
376
Gotham Asset Management
New York
-$9.07M -139,098 Closed
FIA
377
Foundations Investment Advisors
Arizona
-$2.21M -33,839 Closed
VF
378
Vawter Financial
Ohio
-$2.14M -32,758 Closed
LAM
379
Lifestyle Asset Management
Texas
-$2.05M -31,446 Closed
AAM
380
Austin Asset Management
Texas
-$1.4M -21,397 Closed
Goldman Sachs
381
Goldman Sachs
New York
-$950K -14,567 Closed
ACP
382
Aveo Capital Partners
Colorado
-$563K -8,904 Closed
HWA
383
HMV Wealth Advisors
Louisiana
-$413K -6,330 Closed
VW
384
Vance Wealth
California
-$410K -6,280 Closed
NCFG
385
New Century Financial Group
New Jersey
-$270K -4,143 Closed
OIA
386
OneDigital Investment Advisors
Kansas
-$229K -3,514 Closed
WAS
387
WESPAC Advisors SoCal
California
-$218K -3,348 Closed
BCI
388
Brinker Capital Investments
Pennsylvania
-$203K -3,112 Closed
EWA
389
EP Wealth Advisors
California
-$184K -2,817 Closed
KWM
390
Kiker Wealth Management
Georgia
-$107K -1,636 Closed
SFGP
391
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$96.3K -1,476 Closed
AF
392
Atala Financial
California
-$71.5K -1,094 Closed
JWA
393
JFS Wealth Advisors
Pennsylvania
-$59.3K -910 Closed
RJA
394
Ross\Johnson & Associates
Minnesota
-$39K -598 Closed
MG
395
Mather Group
Illinois
-$37.6K -577 Closed
MFS
396
Mattson Financial Services
Michigan
-$31.3K -480 Closed
DWM
397
Dogwood Wealth Management
Kansas
-$11K -168 Closed
GWS
398
Glassman Wealth Services
Virginia
-$652 -10 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.