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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
WCWM
51
Willow Creek Wealth Management
California
$28.5M +$2.34M +36,396 +10%
SB
52
Strategic Blueprint
Georgia
$24.2M +$1.8M +27,996 +9%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$23.7M +$1.56M +24,228 +7%
FWM
54
Fortress Wealth Management
California
$23.6M -$496K -7,698 -2%
CPIG
55
Chicago Partners Investment Group
Illinois
$22.8M -$234K -3,634 -1%
FFA
56
Farther Finance Advisors
California
$22.5M +$12.6M +196,337 +147%
AWM
57
Austin Wealth Management
Texas
$21.6M +$6.05M +93,971 +43%
Wells Fargo
58
Wells Fargo
California
$20.4M -$23M -356,919 -54%
ME
59
McIlrath & Eck
Washington
$19.4M -$208K -3,236 -1%
LEFP
60
Leading Edge Financial Planning
Tennessee
$18.8M +$1.13M +17,562 +7%
AAP
61
Arax Advisory Partners
Colorado
$18.6M +$1.12M +17,363 +7%
SXL
62
Summit X LLC
Missouri
$18.1M +$2.11M +32,723 +14%
AA
63
Aire Advisors
California
$17.3M -$616K -9,565 -4%
ICMP
64
Integrated Capital Management (Pennsylvania)
Pennsylvania
$17.3M -$111K -1,724 -0.7%
SWP
65
ShoreHaven Wealth Partners
New Jersey
$17M +$1.85M +28,652 +13%
TCTWM
66
Three Cord True Wealth Management
Pennsylvania
$16.9M +$1.02M +15,777 +7%
WI
67
WJ Interests
Texas
$16.6M -$140K -2,175 -0.9%
OA
68
Oceanside Advisors
South Carolina
$16.3M +$215K +3,336 +1%
HighTower Advisors
69
HighTower Advisors
Illinois
$15.9M +$1.05M +16,236 +7%
AFA
70
Arlington Financial Advisors
California
$15.8M -$585K -9,086 -4%
NCM
71
Northland Capital Management
Minnesota
$15.1M +$1.43M +22,147 +11%
SP
72
Symmetry Partners
Connecticut
$15M +$3.31M +51,388 +31%
SRB
73
Shotwell Rutter Baer
Michigan
$14.5M +$251K +3,893 +2%
FWM
74
Fonville Wealth Management
Virginia
$14.3M +$2.01M +31,238 +17%
FNBSF
75
First National Bank Sioux Falls
South Dakota
$14.2M +$634K +9,840 +5%

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.