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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
TCM
376
Tradewinds Capital Management
Washington
$37.8K
CFFP
377
Center for Financial Planning
Michigan
$36.7K +$35.9K +508 New
MFC
378
Morris Financial Concepts
South Carolina
$36.1K
CTC
379
Central Trust Company
Missouri
$33.4K
RF
380
Robinswood Financial
Washington
$32.5K
NS
381
NBC Securities
Alabama
$31.6K +$3.04K +43 +11%
MWA
382
Medallion Wealth Advisors
Connecticut
$28K
AUB
383
Atlantic Union Bankshares
Virginia
$24.2K +$23.7K +335 New
MPWT
384
MassMutual Private Wealth & Trust
Connecticut
$22.7K +$22.2K +314 New
CA
385
CoreCap Advisors
Michigan
$18.3K -$23K -325 -56%
PP
386
Pacifica Partners
Canada
$15.8K
AssetMark Inc
387
AssetMark Inc
California
$11.9K +$4.03K +57 +53%
CAL
388
Capital Analysts LLC
Pennsylvania
$7K +$6.64K +94 New
FIM
389
FWL Investment Management
Texas
$6.43K
FCT
390
Family Capital Trust
Massachusetts
$4.48K
EWA
391
Elevate Wealth Advisory
Georgia
$4.41K
ETC
392
Exchange Traded Concepts
Oklahoma
$3.69K -$56.8K -804 -94%
CW
393
Curio Wealth
Maryland
$2.75K
SIC
394
Salem Investment Counselors
North Carolina
$2.6K
YP
395
YANKCOM Partnership
South Dakota
$2.46K +$2.4K +34 New
PWA
396
Provenance Wealth Advisors
Florida
$1.52K +$1.48K +21 New
OC
397
Oakworth Capital
Alabama
$506 +$494 +7 New
SIS
398
Sound Income Strategies
Florida
$288 +$282 +4 New
NMG
399
New Millennium Group
Utah
$43
JWM
400
JPL Wealth Management
Colorado
$29

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.