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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
UBS Group
51
UBS Group
Switzerland
$41.5M -$2.73M -33,717 -6%
OCG
52
Opus Capital Group
Ohio
$40.1M +$416K +5,133 +1%
LFS
53
Legacy Financial Strategies
Kansas
$38.8M +$905K +11,159 +2%
VWA
54
Visionary Wealth Advisors
Illinois
$37.9M -$71.9K -886 -0.2%
AWM
55
Aprio Wealth Management
Georgia
$35M +$3.14M +38,709 +10%
TWA
56
Tulsa Wealth Advisors
Oklahoma
$32.9M +$33.1M +408,289 New
NEWAS
57
N.E.W. Advisory Services
Wisconsin
$31.5M +$30.9M +381,022 +3,948%
Wells Fargo
58
Wells Fargo
California
$30.7M -$1.19M -14,689 -4%
CPIG
59
Chicago Partners Investment Group
Illinois
$29.7M +$566K +6,979 +2%
SWP
60
ShoreHaven Wealth Partners
New Jersey
$28.2M +$2.58M +31,804 +10%
LEFP
61
Leading Edge Financial Planning
Tennessee
$28M +$2.14M +26,400 +8%
FPAS
62
Focus Partners Advisor Solutions
Missouri
$27.9M +$1.14M +14,074 +4%
AC
63
Apella Capital
Connecticut
$27.8M +$3.54M +43,697 +16%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$27.1M +$998K +12,306 +4%
SP
65
Symmetry Partners
Connecticut
$26.8M +$2.26M +27,908 +9%
TCTWM
66
Three Cord True Wealth Management
Pennsylvania
$23.9M +$1.3M +15,973 +6%
MWM
67
McMill Wealth Management
Nebraska
$23.4M +$1.67M +20,541 +8%
VFP
68
Verus Financial Partners
Virginia
$21.8M -$12.4M -153,224 -37%
AWM
69
Austin Wealth Management
Texas
$21.6M -$6.78M -83,566 -24%
NCM
70
Northland Capital Management
Minnesota
$21.5M +$502K +6,193 +2%
AA
71
Aire Advisors
California
$21.4M +$315K +3,884 +1%
FWM
72
Fonville Wealth Management
Virginia
$21.3M +$1.72M +21,171 +9%
CWP
73
Cornerstone Wealth Partners
Michigan
$20.4M +$2.5M +30,764 +14%
AFA
74
Arlington Financial Advisors
California
$20.3M -$609K -7,510 -3%
NRW
75
Nova R Wealth
Kansas
$20.3M +$6.01M +74,158 +42%