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Avantis US Large Cap Value ETF

359 hedge funds and large institutions have $5.08B invested in Avantis US Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 211 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 69

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

16% more capital invested

Capital invested by funds: $4.38B → $5.08B (+$703M)

5% more funds holding in top 10

Funds holding in top 10: 6063 (+3)

4% more funds holding

Funds holding: 345359 (+14)

3.19% less ownership

Funds ownership: 86.33%83.13% (-3.2%)

Holders
359
Holders Change
+14
Holders Change %
+4.06%
% of All Funds
4.81%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
0.84%
New
45
Increased
211
Reduced
69
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$54.2M +$10.4M +152,657 +23%
GSIS
27
Global Strategic Investment Solutions
Arizona
$50.1M +$11.4M +167,590 +28%
Wells Fargo
28
Wells Fargo
California
$42.7M +$11.1M +163,917 +33%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$41.7M -$6.16M -90,837 -12%
FWP
30
FAS Wealth Partners
Kansas
$41M +$402K +5,934 +1%
WMN
31
Wealth Management Nebraska
Nebraska
$40.5M +$5.46M +80,531 +15%
Financial Engines Advisors
32
Financial Engines Advisors
California
$38.5M +$1.96M +28,878 +5%
GT
33
Glenview Trust
Kentucky
$34.9M +$6.58M +97,035 +22%
LFS
34
Legacy Financial Strategies
Kansas
$33.1M +$1.37M +20,160 +4%
KAS
35
Kestra Advisory Services
Texas
$32M +$33.3M +491,200 New
OCG
36
Opus Capital Group
Ohio
$32M -$296K -4,363 -0.9%
AFGAS
37
Allegiance Financial Group Advisory Services
Virginia
$31.5M +$1.87M +27,654 +6%
JIC
38
JRM Investment Counsel
Nebraska
$31M +$1.64M +24,259 +5%
VWA
39
Visionary Wealth Advisors
Illinois
$30.3M +$1.25M +18,478 +4%
VAMG
40
Voisard Asset Management Group
Michigan
$30.3M +$9.93M +146,456 +46%
PLFA
41
Pacific Life Fund Advisors
California
$27.3M -$820K -12,101 -3%
UBS Group
42
UBS Group
Switzerland
$26.8M +$1.08M +15,946 +4%
WCWM
43
Willow Creek Wealth Management
California
$24.9M +$2.81M +41,450 +12%
FWM
44
Fortress Wealth Management
California
$23.1M -$3.84M -56,662 -14%
KIM
45
Kestra Investment Management
Texas
$22.2M +$9.89M +145,837 +75%
SB
46
Strategic Blueprint
Georgia
$21.3M +$849K +12,523 +4%
BDWCC
47
B&D White Capital Company
Texas
$21.1M +$9.96M +146,896 +83%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$21.1M +$6.64M +97,885 +43%
CPIG
49
Chicago Partners Investment Group
Illinois
$20.7M +$878K +12,957 +4%
ME
50
McIlrath & Eck
Washington
$18.7M +$515K +7,600 +3%

AVLV Hedge Fund Activity: Q1 2025 in Review

359 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Value ETF (AVLV) for Q1 2025, worth a combined $5.08B — up 16% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AVLV positions and 26 closed out — a net gain of 19 holders — while 211 added to existing stakes and 69 trimmed.

The largest buyer was PNC Financial Services Group, opening a new position worth an estimated $419M. The largest seller was Prime Capital Investment Advisors, exiting entirely with an estimated $101M sold.

  • 359 institutional investors held Avantis US Large Cap Value ETF (AVLV) as of Q1 2025, up from 345 in Q4 2024.
  • Funds reported $5.08B of Avantis US Large Cap Value ETF stock for Q1 2025, up 16% quarter-over-quarter.
  • 45 funds opened new Avantis US Large Cap Value ETF positions in Q1 2025 and 26 closed out, a net change of +19 holders.
  • The largest Avantis US Large Cap Value ETF buyer in Q1 2025 was PNC Financial Services Group, an estimated $419M added.
  • The largest Avantis US Large Cap Value ETF seller in Q1 2025 was Prime Capital Investment Advisors, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2025.