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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
PAG
51
Private Advisor Group
New Jersey
$18.6M +$3.15M +46,442 +19%
JP Morgan Chase
52
JP Morgan Chase
New York
$17.5M +$6.65M +98,118 +58%
AA
53
Aire Advisors
California
$17.2M +$1.24M +18,344 +7%
FPAS
54
Focus Partners Advisor Solutions
Missouri
$16.9M +$7.18M +105,905 +69%
LEFP
55
Leading Edge Financial Planning
Tennessee
$16.8M +$911K +13,442 +5%
ICMP
56
Integrated Capital Management (Pennsylvania)
Pennsylvania
$16.7M -$1.29M -18,996 -7%
AAP
57
Arax Advisory Partners
Colorado
$16.6M +$17.3M +255,094 New
WI
58
WJ Interests
Texas
$16M +$1.67M +24,638 +11%
SC
59
Savant Capital
Illinois
$15.8M +$4.09M +60,342 +33%
NA
60
NewEdge Advisors
Louisiana
$15.8M +$1.15M +17,006 +8%
AFA
61
Arlington Financial Advisors
California
$15.7M +$279K +4,120 +2%
OA
62
Oceanside Advisors
South Carolina
$15.4M +$285K +4,209 +2%
SXL
63
Summit X LLC
Missouri
$15.1M +$4.76M +70,212 +43%
TCTWM
64
Three Cord True Wealth Management
Pennsylvania
$15.1M +$1.16M +17,118 +8%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$14.8M +$7.64M +112,671 +98%
SWP
66
ShoreHaven Wealth Partners
New Jersey
$14.4M +$5.85M +86,271 +64%
HighTower Advisors
67
HighTower Advisors
Illinois
$14.2M -$1.02M -14,986 -6%
AWM
68
Austin Wealth Management
Texas
$13.6M +$1.89M +27,908 +15%
NCM
69
Northland Capital Management
Minnesota
$13M +$130K +1,912 +1%
FNBSF
70
First National Bank Sioux Falls
South Dakota
$12.9M +$1.46M +21,604 +12%
HWMC
71
Heritage Wealth Management (California)
California
$12.8M +$371K +5,473 +3%
WFA
72
Websterrogers Financial Advisors
South Carolina
$12.5M -$7.43M -109,541 -36%
GFA
73
Gallagher Fiduciary Advisors
Illinois
$12.2M +$303K +4,464 +2%
BPA
74
Beacon Pointe Advisors
California
$12.1M +$4.75M +70,028 +60%
RFG
75
REAP Financial Group
Texas
$11.9M +$1.05M +15,466 +9%

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.