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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
MML Investors Services
101
MML Investors Services
Massachusetts
$9.86M +$1.57M +24,416 +20%
SRC
102
Sage Rhino Capital
California
$9.6M -$842K -13,081 -9%
BWMG
103
Bannerman Wealth Management Group
Texas
$9.55M +$439K +6,815 +5%
KSWWM
104
Keyes Stange & Wooten Wealth Management
Florida
$9.5M +$191K +2,973 +2%
ATC
105
Advantage Trust Company
Kansas
$9.45M +$282K +4,383 +3%
GWM
106
Greenwich Wealth Management
Connecticut
$9.17M +$640K +9,946 +8%
CAC
107
Certified Advisory Corp
Florida
$8.86M +$5.71M +88,649 +215%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$8.49M +$99.1K +1,539 +1%
FF
109
Financial Futures
New Jersey
$8.42M +$812K +12,615 +11%
FFG
110
Foundry Financial Group
New Hampshire
$8.33M +$191K +2,966 +2%
KPP
111
Kings Path Partners
Texas
$8.27M +$2.04M +31,702 +35%
KFP
112
KMG Fiduciary Partners
Ohio
$8.26M +$439K +6,819 +6%
SI
113
Stephens Inc
Arkansas
$8.25M +$804K +12,480 +12%
UWPG
114
Ullmann Wealth Partners Group
Florida
$8.22M +$6.63M +103,013 +587%
FMN
115
Financial Management Network
California
$8.14M -$162K -2,509 -2%
SWM
116
Sentinel Wealth Management
Virginia
$8.07M +$7.62M +118,316 New
Pathstone Holdings
117
Pathstone Holdings
New Jersey
$7.95M +$814K +12,648 +12%
QWM
118
Quadcap Wealth Management
Texas
$7.85M +$1.03M +16,047 +16%
SCM
119
SOL Capital Management
Maryland
$7.8M +$270K +4,190 +4%
PHWM
120
Pine Harbor Wealth Management
Maryland
$7.72M +$1.5M +23,220 +26%
SOWAS
121
Silver Oak Wealth Advisors Services
California
$7.24M -$1.06M -16,527 -13%
Creative Planning
122
Creative Planning
Kansas
$7M +$331K +5,137 +5%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$6.97M -$8.09M -125,558 -55%
YWM
124
Yardley Wealth Management
Pennsylvania
$6.92M +$232K +3,597 +4%
SF
125
Synovus Financial
Georgia
$6.83M -$199K -3,093 -3%

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.