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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
Wells Fargo
51
Wells Fargo
California
$25.3M +$3.61M +51,093 +17%
FWM
52
Fortress Wealth Management
California
$25.1M +$80.2K +1,136 +0.3%
CPIG
53
Chicago Partners Investment Group
Illinois
$24.8M +$1.13M +15,940 +5%
AWM
54
Austin Wealth Management
Texas
$23.9M +$1.36M +19,210 +6%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$23.5M -$1.53M -21,718 -6%
LEFP
56
Leading Edge Financial Planning
Tennessee
$21.1M +$1.16M +16,391 +6%
ME
57
McIlrath & Eck
Washington
$20M -$503K -7,128 -3%
SWP
58
ShoreHaven Wealth Partners
New Jersey
$19.5M +$1.41M +19,948 +8%
ICMP
59
Integrated Capital Management (Pennsylvania)
Pennsylvania
$18.7M +$394K +5,575 +2%
AA
60
Aire Advisors
California
$18.7M +$295K +4,181 +2%
MWM
61
McMill Wealth Management
Nebraska
$18.4M +$4.71M +66,705 +35%
TCTWM
62
Three Cord True Wealth Management
Pennsylvania
$18.3M +$402K +5,689 +2%
AFA
63
Arlington Financial Advisors
California
$17.9M +$1.13M +15,968 +7%
AC
64
Apella Capital
Connecticut
$17.8M +$3.41M +48,264 +24%
SP
65
Symmetry Partners
Connecticut
$17.7M +$1.77M +25,086 +11%
OA
66
Oceanside Advisors
South Carolina
$17.5M +$182K +2,580 +1%
FFA
67
Farther Finance Advisors
California
$16.7M -$7.02M -99,447 -30%
KIM
68
Kestra Investment Management
Texas
$16.2M -$23M -326,331 -59%
NCM
69
Northland Capital Management
Minnesota
$16.1M +$86.7K +1,227 +0.6%
FWM
70
Fonville Wealth Management
Virginia
$15.8M +$599K +8,475 +4%
KFP
71
Keener Financial Planning
Texas
$15.4M +$945K +13,385 +7%
FNBSF
72
First National Bank Sioux Falls
South Dakota
$15.3M +$208K +2,949 +1%
SRB
73
Shotwell Rutter Baer
Michigan
$15.1M +$114K +1,614 +0.8%
NA
74
NewEdge Advisors
Louisiana
$14.9M +$147K +2,075 +1%
CCA
75
Clearwater Capital Advisors
Illinois
$14.8M +$14.5M +205,475 New

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.