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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
MFT
26
Moisand Fitzgerald Tamayo
Florida
$70M +$7.59M +117,846 +13%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$65.6M +$445K +6,913 +0.7%
FPAS
28
Focus Partners Advisor Solutions
Missouri
$56.7M +$36.8M +572,018 +221%
PAS
29
Park Avenue Securities
New York
$50.7M +$47.9M +743,458 New
P
30
&Partners
Tennessee
$50.7M +$43.9M +681,382 +1,114%
Raymond James Financial
31
Raymond James Financial
Florida
$50.2M -$6.08M -94,425 -11%
WMN
32
Wealth Management Nebraska
Nebraska
$46.7M +$4.24M +65,794 +11%
GSIS
33
Global Strategic Investment Solutions
Arizona
$46.2M -$5.93M -92,146 -12%
FWP
34
FAS Wealth Partners
Kansas
$44.6M +$1.66M +25,760 +4%
Financial Engines Advisors
35
Financial Engines Advisors
California
$41.7M +$1.29M +20,045 +3%
SC
36
Savant Capital
Illinois
$38.2M +$20.4M +317,072 +131%
GT
37
Glenview Trust
Kentucky
$38.1M +$1.52M +23,529 +4%
VAMG
38
Voisard Asset Management Group
Michigan
$36.6M +$4.68M +72,703 +16%
KIM
39
Kestra Investment Management
Texas
$36.5M +$13.5M +209,142 +61%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$35.6M -$7.53M -116,919 -18%
AFGAS
41
Allegiance Financial Group Advisory Services
Virginia
$35.5M +$2.43M +37,685 +8%
LFS
42
Legacy Financial Strategies
Kansas
$34.2M -$435K -6,760 -1%
UBS Group
43
UBS Group
Switzerland
$33.4M +$5.07M +78,686 +19%
OCG
44
Opus Capital Group
Ohio
$33.3M -$142K -2,205 -0.4%
JIC
45
JRM Investment Counsel
Nebraska
$33.1M +$672K +10,429 +2%
VWA
46
Visionary Wealth Advisors
Illinois
$32.4M +$695K +10,788 +2%
KAS
47
Kestra Advisory Services
Texas
$32.2M -$1.21M -18,724 -4%
VFP
48
Verus Financial Partners
Virginia
$28.9M +$26.8M +416,887 New
JP Morgan Chase
49
JP Morgan Chase
New York
$28.9M +$10M +155,562 +58%
PLFA
50
Pacific Life Fund Advisors
California
$28.7M +$84.8K +1,317 +0.3%

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.