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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
PHWM
101
Pine Harbor Wealth Management
Maryland
$15.1M +$860K +10,605 +6%
VWA
102
Valued Wealth Advisors
Utah
$15.1M +$755K +9,311 +5%
Tudor Investment Corp
103
Tudor Investment Corp
Connecticut
$15.1M +$15.2M +187,115 New
CFO
104
Collective Family Office
Pennsylvania
$14.8M +$551K +6,796 +4%
WFA
105
Websterrogers Financial Advisors
South Carolina
$14.7M +$277K +3,412 +2%
KF
106
Krilogy Financial
Missouri
$14.7M -$909K -11,209 -6%
WI
107
WJ Interests
Texas
$14.4M +$531K +6,549 +4%
CAC
108
Certified Advisory Corp
Florida
$14.1M +$219K +2,705 +2%
Pathstone Holdings
109
Pathstone Holdings
New Jersey
$13.9M +$712K +8,784 +5%
SPM
110
Summit Portfolio Management
Nevada
$13.8M +$13.9M +171,390 New
GWM
111
Greenwich Wealth Management
Connecticut
$13.1M -$846K -10,436 -6%
BWMG
112
Bannerman Wealth Management Group
Texas
$13M +$865K +10,670 +7%
SI
113
Stephens Inc
Arkansas
$12.8M +$2.87M +35,427 +29%
PAG
114
Private Advisor Group
New Jersey
$12.7M +$9.18M +113,163 +255%
M1FG
115
Mach-1 Financial Group
Arkansas
$12.7M +$375K +4,625 +3%
WWA
116
WCG Wealth Advisors
Nevada
$12.7M +$2.15M +26,466 +20%
HighTower Advisors
117
HighTower Advisors
Illinois
$12.2M +$390K +4,814 +3%
APFP
118
Action Point Financial Planning
Michigan
$12M +$12.1M +148,952 New
KCA
119
Kilner Capital Advisors
Maryland
$11.9M -$237K -2,921 -2%
SF
120
Summit Financial
New Jersey
$11.8M +$9.77M +120,439 +464%
FF
121
Financial Futures
New Jersey
$11.8M +$577K +7,116 +5%
SWM
122
Sentinel Wealth Management
Virginia
$11.6M +$706K +8,702 +6%
MAM
123
McLean Asset Management
Virginia
$11.5M +$2.75M +33,962 +31%
KSWWM
124
Keyes Stange & Wooten Wealth Management
Florida
$11.5M +$242K +2,989 +2%
KPP
125
Kings Path Partners
Texas
$10.7M

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.