We are live on ! Find out more
AVLV icon

Avantis US Large Cap Value ETF

481 hedge funds and large institutions have $9.51B invested in Avantis US Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 239 increasing their positions, 126 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 19

90% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 126

9% more funds holding

Funds holding: 441481 (+40)

9% more capital invested

Capital invested by funds: $8.77B → $9.51B (+$746M)

7% more funds holding in top 10

Funds holding in top 10: 7580 (+5)

4.37% less ownership

Funds ownership: 95.88%91.51% (-4.4%)

Holders
481
Holders Change
+40
Holders Change %
+9.07%
% of All Funds
5.93%
Holding in Top 10
80
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.67%
% of All Funds
0.99%
New
66
Increased
239
Reduced
126
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
26
Cannon Financial Strategists
Georgia
$91.1M +$3.76M +46,392 +4%
Bank of America
27
Bank of America
North Carolina
$86.3M -$18.7M -230,207 -18%
NPT
28
Nixon Peabody Trust
Massachusetts
$83.2M +$2.07M +25,499 +3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$79.7M +$1.6M +19,703 +2%
WMN
30
Wealth Management Nebraska
Nebraska
$75.6M +$5.81M +71,673 +8%
P
31
&Partners
Tennessee
$72.5M +$3.99M +49,138 +6%
ETS
32
ESL Trust Services
New York
$67.9M +$1.72M +21,199 +3%
BDWCC
33
B&D White Capital Company
Texas
$66.1M +$28M +345,821 +73%
PAS
34
Park Avenue Securities
New York
$57.3M -$498K -6,145 -0.9%
GT
35
Glenview Trust
Kentucky
$56.4M +$4.29M +52,937 +8%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$56.1M -$4.86M -59,934 -8%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$55.1M -$1.66M -20,407 -3%
FWP
38
FAS Wealth Partners
Kansas
$55M +$108K +1,330 +0.2%
GSIS
39
Global Strategic Investment Solutions
Arizona
$54M -$789K -9,726 -1%
Financial Engines Advisors
40
Financial Engines Advisors
California
$52.3M +$722K +8,900 +1%
BEI
41
Benjamin Edwards Inc
Missouri
$52.2M +$52.6M +647,955 New
VAMG
42
Voisard Asset Management Group
Michigan
$51.3M +$1.23M +15,213 +2%
AFGAS
43
Allegiance Financial Group Advisory Services
Virginia
$51M +$2.12M +26,183 +4%
Raymond James Financial
44
Raymond James Financial
Florida
$50.1M +$7.58M +93,500 +18%
JP Morgan Chase
45
JP Morgan Chase
New York
$48.3M +$5.18M +63,882 +12%
FFA
46
Farther Finance Advisors
California
$46.9M -$7.22M -89,081 -13%
AAP
47
Arax Advisory Partners
Colorado
$46M -$6.3M -77,740 -12%
VAS
48
Vestmark Advisory Solutions
Massachusetts
$44.3M +$44.6M +549,655 New
KAS
49
Kestra Advisory Services
Texas
$44.2M +$1.85M +22,837 +4%
JIC
50
JRM Investment Counsel
Nebraska
$42.9M +$2.68M +33,103 +7%