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Avantis US Large Cap Value ETF

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: 443483 (+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: 7681 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
ME
76
McIlrath & Eck
Washington
$20.2M -$314K -3,867 -2%
ICMP
77
Integrated Capital Management (Pennsylvania)
Pennsylvania
$19.9M -$1.07M -13,208 -5%
UWPG
78
Ullmann Wealth Partners Group
Florida
$19.5M +$1.78M +22,004 +10%
OA
79
Oceanside Advisors
South Carolina
$19.5M +$138K +1,696 +0.7%
CCA
80
Clearwater Capital Advisors
Illinois
$19.3M +$1.56M +19,288 +9%
FNBSF
81
First National Bank Sioux Falls
South Dakota
$19M +$925K +11,403 +5%
PLFA
82
Pacific Life Fund Advisors
California
$18.7M -$11.2M -138,315 -37%
MWM
83
Meritas Wealth Management
California
$18.6M +$2.49M +30,689 +15%
KFP
84
Keener Financial Planning
Texas
$18.6M +$140K +1,731 +0.8%
RFG
85
REAP Financial Group
Texas
$18.5M +$1.69M +20,888 +10%
HWMC
86
Heritage Wealth Management (California)
California
$18.2M +$725K +8,944 +4%
FDDB
87
Fidelity D&D Bancorp
Pennsylvania
$17.9M +$2.26M +27,885 +14%
KIM
88
Kestra Investment Management
Texas
$17.7M -$1.07M -13,187 -6%
SRB
89
Shotwell Rutter Baer
Michigan
$17.5M +$228K +2,807 +1%
ATC
90
Advantage Trust Company
Kansas
$17.1M +$569K +7,013 +3%
PFA
91
Providence Financial Advisors
Kansas
$17M +$913K +11,260 +6%
MML Investors Services
92
MML Investors Services
Massachusetts
$16.6M +$2.35M +28,962 +16%
BPA
93
Beacon Pointe Advisors
California
$16M -$3.88M -47,779 -19%
AF
94
Apollon Financial
South Carolina
$15.8M +$508K +6,261 +3%
BW
95
BostonPremier Wealth
Massachusetts
$15.8M +$565K +6,967 +4%
GFA
96
Gallagher Fiduciary Advisors
Illinois
$15.7M +$1.69M +20,864 +12%
AI
97
Atria Investments
North Carolina
$15.6M +$1.63M +20,082 +12%
NA
98
NewEdge Advisors
Louisiana
$15.4M -$246K -3,028 -2%
PWM
99
Perigon Wealth Management
California
$15.3M +$1.6M +19,758 +12%
Corient Private Wealth
100
Corient Private Wealth
Florida
$15.2M -$13.8M -169,646 -47%

AVLV Hedge Fund Activity: Q1 2026 in Review

483 of the 8,126 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.