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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
MGW
101
MB Generational Wealth
Washington
$8.71M -$38.5K -568 -0.4%
BWMG
102
Bannerman Wealth Management Group
Texas
$8.68M +$264K +3,891 +3%
M1FG
103
Mach-1 Financial Group
Arkansas
$8.66M +$8.36M +123,349 +1,298%
FFO
104
Fortitude Family Office
Arizona
$8.45M +$1.97M +29,089 +29%
GWM
105
Greenwich Wealth Management
Connecticut
$8.12M +$521K +7,689 +7%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$8.02M +$844K +12,446 +11%
SOWAS
107
Silver Oak Wealth Advisors Services
California
$8M -$198K -2,917 -2%
MML Investors Services
108
MML Investors Services
Massachusetts
$7.83M +$3.48M +51,399 +75%
FFG
109
Foundry Financial Group
New Hampshire
$7.77M +$224K +3,310 +3%
KFP
110
KMG Fiduciary Partners
Ohio
$7.46M +$850K +12,544 +12%
AC
111
Apella Capital
Connecticut
$7.41M +$5.99M +88,412 +281%
FF
112
Financial Futures
New Jersey
$7.22M +$179K +2,646 +2%
SCM
113
SOL Capital Management
Maryland
$7.18M -$3.32K -49 -0%
SI
114
Stephens Inc
Arkansas
$7.07M +$5.45M +80,374 +286%
FMN
115
Financial Management Network
California
$6.91M +$2.45M +36,096 +43%
Pathstone Holdings
116
Pathstone Holdings
New Jersey
$6.78M +$588K +8,672 +9%
SF
117
Synovus Financial
Georgia
$6.73M +$3.46M +51,088 +98%
QWM
118
Quadcap Wealth Management
Texas
$6.46M +$5.8M +85,614 +640%
YWM
119
Yardley Wealth Management
Pennsylvania
$6.39M -$965K -14,235 -13%
Corient Private Wealth
120
Corient Private Wealth
Florida
$6.38M +$188K +2,766 +3%
Creative Planning
121
Creative Planning
Kansas
$6.36M -$141K -2,077 -2%
CWP
122
Concord Wealth Partners
Virginia
$6.14M +$306K +4,518 +5%
PHWM
123
Pine Harbor Wealth Management
Maryland
$5.87M +$1.34M +19,811 +28%
KPP
124
Kings Path Partners
Texas
$5.84M +$497K +7,335 +9%
FFWA
125
Forthright Family Wealth Advisory
Texas
$5.74M +$96.5K +1,423 +2%

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.