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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
BPA
76
Beacon Pointe Advisors
California
$14.8M +$1.13M +15,942 +8%
HWMC
77
Heritage Wealth Management (California)
California
$14.8M -$116K -1,638 -0.8%
PFA
78
Providence Financial Advisors
Kansas
$14.5M +$14.2M +201,219 New
RFG
79
REAP Financial Group
Texas
$14M +$976K +13,816 +8%
KF
80
Krilogy Financial
Missouri
$13.8M +$1.18M +16,718 +10%
WI
81
WJ Interests
Texas
$13.7M -$3.76M -53,258 -22%
MWM
82
Meritas Wealth Management
California
$13.3M +$1.81M +25,573 +16%
WFA
83
Websterrogers Financial Advisors
South Carolina
$13.3M -$565K -8,003 -4%
NRW
84
Nova R Wealth
Kansas
$13.2M +$369K +5,231 +3%
FDDB
85
Fidelity D&D Bancorp
Pennsylvania
$13.1M +$1.32M +18,747 +12%
AF
86
Apollon Financial
South Carolina
$12.9M +$339K +4,805 +3%
CFO
87
Collective Family Office
Pennsylvania
$12.8M +$130K +1,847 +1%
AI
88
Atria Investments
North Carolina
$12.6M +$343K +4,862 +3%
VWA
89
Valued Wealth Advisors
Utah
$12.6M +$969K +13,727 +9%
PWM
90
Perigon Wealth Management
California
$12.2M +$264K +3,736 +2%
GFA
91
Gallagher Fiduciary Advisors
Illinois
$12.1M -$561K -7,947 -5%
UWPG
92
Ullmann Wealth Partners Group
Florida
$12M +$3.26M +46,168 +38%
CAC
93
Certified Advisory Corp
Florida
$12M +$2.52M +35,634 +27%
MML Investors Services
94
MML Investors Services
Massachusetts
$12M +$1.48M +20,888 +14%
EWM
95
Echo Wealth Management
Minnesota
$11.5M +$172K +2,432 +2%
BW
96
BostonPremier Wealth
Massachusetts
$11.4M +$409K +5,794 +4%
ATC
97
Advantage Trust Company
Kansas
$11.1M +$1.02M +14,413 +10%
WWA
98
WCG Wealth Advisors
Nevada
$10.9M +$287K +4,064 +3%
MWM
99
Modern Wealth Management
Kansas
$10.8M -$1.29M -18,289 -11%
HighTower Advisors
100
HighTower Advisors
Illinois
$10.7M -$6.06M -85,776 -37%

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.