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Avantis US Large Cap Value ETF
AVLV

483 hedge funds and large institutions have $9.52B 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: 443 → 483 (+40)

8% more capital invested

Capital invested by funds: $8.78B → $9.52B (+$746M)

7% more funds holding in top 10

Funds holding in top 10: 76 → 81 (+5)

4.38% less ownership

Funds ownership: 96% → 91.62% (-4.4%)

Holders
483
Holders Change
+40
Holders Change %
+9.03%
% of All Funds
5.94%
Holding in Top 10
81
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.58%
% of All Funds
1%
New
66
Increased
239
Reduced
126
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$95.2M
2
BEI
Benjamin Edwards Inc
Missouri
+$52.6M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$44.6M
4
LPL Financial
LPL Financial
California
+$39.6M
5
American Century Companies
American Century Companies
Missouri
+$37.2M

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$217M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$59.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$43M
4
Bank of America
Bank of America
North Carolina
-$18.7M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
476
Elevate Wealth Advisory
Georgia
$4.92K – – –
PAI
477
Pittenger & Anderson Inc
Nebraska
$4.19K +$4.22K +52 New
WSFS
478
Wilmington Savings Fund Society
Delaware
$3.87K – – –
SIS
479
Sound Income Strategies
Florida
$3.64K +$3.33K +41 +1,025%
SIC
480
Salem Investment Counselors
North Carolina
$2.9K +$2.92K +36 New
CPBTD
481
Central Pacific Bank - Trust Division
Hawaii
$2.02K +$2.03K +25 New
SFG
482
Strive Financial Group
Indiana
$2K +$2.19K +27 New
LWM
483
Lodestone Wealth Management
Washington
$811 – – –
S
484
SignatureFD
Georgia
$60 – – –
JWM
485
JPL Wealth Management
Colorado
$32 – – –
FFWA
486
Forthright Family Wealth Advisory
Texas
– -$8.74M -115,411 Closed
AWM
487
Axxcess Wealth Management
California
– -$7.21M -95,138 Closed
SCM
488
SOL Capital Management
Maryland
– -$7.13M -94,170 Closed
EPW
489
Endeavor Private Wealth
Kansas
– -$977K -12,892 Closed
TA
490
TFB Advisors
Kansas
– -$848K -11,197 Closed
Baird Financial Group
491
Baird Financial Group
Wisconsin
– -$625K -8,248 Closed
Invesco
492
Invesco
Georgia
– -$290K -3,828 Closed
DACG
493
Donor Advised Charitable Giving
California
– -$254K -3,350 Closed
BCI
494
Brinker Capital Investments
Pennsylvania
– -$230K -3,034 Closed
TIAA Trust, National Association
495
TIAA Trust, National Association
North Carolina
– -$227K -2,997 Closed
NS
496
NBC Securities
Alabama
– -$29.9K -395 Closed
WWA
497
Wealth Watch Advisors
Colorado
– -$14.2K -187 Closed
CI
498
CX Institutional
Indiana
– -$5K -66 Closed
RG
499
RHL Group
Michigan
– -$2.73K -36 Closed
ETC
500
Exchange Traded Concepts
Oklahoma
– -$2.65K -35 Closed
17 18 19
20
21

AVLV Hedge Fund Activity: Q1 2026 in Review

483 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Value ETF (AVLV) for Q1 2026, worth a combined $9.52B — up 8.5% from $8.78B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new AVLV positions and 19 closed out — a net gain of 47 holders — while 239 added to existing stakes and 126 trimmed.

The largest buyer was Fifth Third Bancorp, adding an estimated $95.2M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $217M.

  • 483 institutional investors held Avantis US Large Cap Value ETF (AVLV) as of Q1 2026, up from 443 in Q4 2025.
  • Funds reported $9.52B of Avantis US Large Cap Value ETF stock for Q1 2026, up 8.5% quarter-over-quarter.
  • 66 funds opened new Avantis US Large Cap Value ETF positions in Q1 2026 and 19 closed out, a net change of +47 holders.
  • The largest Avantis US Large Cap Value ETF buyer in Q1 2026 was Fifth Third Bancorp, an estimated $95.2M added.
  • The largest Avantis US Large Cap Value ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $217M sold.

Based on aggregated 13F filings for Q1 2026.