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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
HWMC
76
Heritage Wealth Management (California)
California
$14.1M +$683K +10,600 +5%
AC
77
Apella Capital
Connecticut
$13.9M +$5.28M +81,958 +68%
NA
78
NewEdge Advisors
Louisiana
$13.9M -$2.46M -38,133 -16%
KFP
79
Keener Financial Planning
Texas
$13.6M +$2.69M +41,849 +27%
Corient Private Wealth
80
Corient Private Wealth
Florida
$13.2M +$6.18M +95,916 +98%
WFA
81
Websterrogers Financial Advisors
South Carolina
$13.1M +$9.34K +145 +0.1%
BPA
82
Beacon Pointe Advisors
California
$12.9M +$181K +2,809 +2%
MWM
83
McMill Wealth Management
Nebraska
$12.8M +$1.09M +16,998 +10%
RFG
84
REAP Financial Group
Texas
$12.3M -$143K -2,228 -1%
NRW
85
Nova R Wealth
Kansas
$12.1M +$537K +8,336 +5%
CFO
86
Collective Family Office
Pennsylvania
$12M +$760K +11,804 +7%
GFA
87
Gallagher Fiduciary Advisors
Illinois
$12M -$725K -11,264 -6%
AF
88
Apollon Financial
South Carolina
$11.9M +$308K +4,788 +3%
KF
89
Krilogy Financial
Missouri
$11.8M -$195K -3,021 -2%
AI
90
Atria Investments
North Carolina
$11.5M -$796K -12,363 -7%
AA
91
Armis Advisers
Georgia
$11.5M +$257K +3,990 +2%
MWM
92
Modern Wealth Management
Kansas
$11.4M -$351K -5,451 -3%
PWM
93
Perigon Wealth Management
California
$11.2M -$112K -1,744 -1%
FDDB
94
Fidelity D&D Bancorp
Pennsylvania
$11M +$1.72M +26,691 +20%
VWA
95
Valued Wealth Advisors
Utah
$10.9M +$855K +13,273 +9%
MWM
96
Meritas Wealth Management
California
$10.8M +$911K +14,145 +10%
EWM
97
Echo Wealth Management
Minnesota
$10.7M +$319K +4,950 +3%
BW
98
BostonPremier Wealth
Massachusetts
$10.4M +$216K +3,355 +2%
M1FG
99
Mach-1 Financial Group
Arkansas
$10.1M +$1.03M +15,941 +12%
WWA
100
WCG Wealth Advisors
Nevada
$10M +$35.7K +555 +0.4%

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.