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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
SRB
76
Shotwell Rutter Baer
Michigan
$11.9M -$15.1K -222 -0.1%
AI
77
Atria Investments
North Carolina
$11.8M -$24.6K -363 -0.2%
FWM
78
Fonville Wealth Management
Virginia
$11.7M +$929K +13,695 +8%
KF
79
Krilogy Financial
Missouri
$11.5M +$167K +2,465 +1%
MWM
80
Modern Wealth Management
Kansas
$11.3M +$247K +3,647 +2%
MWM
81
McMill Wealth Management
Nebraska
$11.2M +$1.66M +24,485 +17%
AF
82
Apollon Financial
South Carolina
$11M +$213K +3,137 +2%
NRW
83
Nova R Wealth
Kansas
$11M +$107K +1,579 +0.9%
SP
84
Symmetry Partners
Connecticut
$11M +$2.62M +38,603 +30%
PWM
85
Perigon Wealth Management
California
$10.9M -$357K -5,265 -3%
CFO
86
Collective Family Office
Pennsylvania
$10.7M +$1.18M +17,401 +12%
AA
87
Armis Advisers
Georgia
$10.7M +$914K +13,476 +9%
KFP
88
Keener Financial Planning
Texas
$10.3M -$664K -9,800 -6%
SRC
89
Sage Rhino Capital
California
$10M +$344K +5,081 +3%
EWM
90
Echo Wealth Management
Minnesota
$9.88M +$302K +4,447 +3%
PWA
91
PCG Wealth Advisors
Kansas
$9.78M -$195K -2,870 -2%
BW
92
BostonPremier Wealth
Massachusetts
$9.72M +$253K +3,731 +3%
VWA
93
Valued Wealth Advisors
Utah
$9.57M +$462K +6,809 +5%
WWA
94
WCG Wealth Advisors
Nevada
$9.56M +$280K +4,137 +3%
MWM
95
Meritas Wealth Management
California
$9.41M +$2.02M +29,854 +26%
GAM
96
Gotham Asset Management
New York
$9.07M +$9.43M +139,098 New
KSWWM
97
Keyes Stange & Wooten Wealth Management
Florida
$8.89M +$50.5K +745 +0.5%
FDDB
98
Fidelity D&D Bancorp
Pennsylvania
$8.82M +$641K +9,456 +8%
FFA
99
Farther Finance Advisors
California
$8.76M +$4.27M +62,910 +89%
ATC
100
Advantage Trust Company
Kansas
$8.75M +$1.61M +23,688 +21%

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.