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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
CFS
26
Cannon Financial Strategists
Georgia
$78.4M +$2.51M +35,493 +3%
NPT
27
Nixon Peabody Trust
Massachusetts
$71.5M -$3.19M -45,156 -4%
P
28
&Partners
Tennessee
$56.5M +$2.57M +36,358 +5%
Raymond James Financial
29
Raymond James Financial
Florida
$56.2M +$2.93M +41,460 +6%
WMN
30
Wealth Management Nebraska
Nebraska
$55.6M +$5.86M +82,963 +12%
PAS
31
Park Avenue Securities
New York
$52.5M -$1.19M -16,803 -2%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$50.7M +$12.7M +179,126 +34%
GSIS
33
Global Strategic Investment Solutions
Arizona
$50M +$1.09M +15,414 +2%
FWP
34
FAS Wealth Partners
Kansas
$48M +$709K +10,037 +2%
Financial Engines Advisors
35
Financial Engines Advisors
California
$44.7M +$531K +7,525 +1%
GT
36
Glenview Trust
Kentucky
$43.5M +$3.1M +43,849 +8%
VAMG
37
Voisard Asset Management Group
Michigan
$43.5M +$4.6M +65,067 +12%
AFGAS
38
Allegiance Financial Group Advisory Services
Virginia
$41.1M +$3.46M +49,005 +9%
KAS
39
Kestra Advisory Services
Texas
$36.1M +$1.93M +27,381 +6%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$36M +$34.2M +484,130 +3,346%
UBS Group
41
UBS Group
Switzerland
$35.3M -$141K -1,992 -0.4%
OCG
42
Opus Capital Group
Ohio
$35.2M -$8.26K -117 -0%
JIC
43
JRM Investment Counsel
Nebraska
$35.2M +$150K +2,128 +0.4%
VWA
44
Visionary Wealth Advisors
Illinois
$34.5M +$113K +1,606 +0.3%
JP Morgan Chase
45
JP Morgan Chase
New York
$33.9M +$3.18M +45,074 +11%
WCWM
46
Willow Creek Wealth Management
California
$32.1M +$1.87M +26,476 +6%
LFS
47
Legacy Financial Strategies
Kansas
$31.4M -$4.66M -65,926 -13%
VFP
48
Verus Financial Partners
Virginia
$31M +$892K +12,633 +3%
PLFA
49
Pacific Life Fund Advisors
California
$28.2M -$2.13M -30,103 -7%
SB
50
Strategic Blueprint
Georgia
$25.9M +$280K +3,966 +1%

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.