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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
PHWM
101
Pine Harbor Wealth Management
Maryland
$10.6M +$2.35M +33,266 +29%
BWMG
102
Bannerman Wealth Management Group
Texas
$10.6M +$429K +6,080 +4%
Pathstone Holdings
103
Pathstone Holdings
New Jersey
$10.4M +$1.95M +27,565 +24%
KSWWM
104
Keyes Stange & Wooten Wealth Management
Florida
$10.2M +$109K +1,537 +1%
SRC
105
Sage Rhino Capital
California
$9.99M -$178K -2,523 -2%
GWM
106
Greenwich Wealth Management
Connecticut
$9.77M +$52.8K +748 +0.6%
KPP
107
Kings Path Partners
Texas
$9.73M +$947K +13,412 +11%
FF
108
Financial Futures
New Jersey
$9.36M +$432K +6,122 +5%
PWA
109
PCG Wealth Advisors
Kansas
$9.23M +$9.02M +127,719 New
FFG
110
Foundry Financial Group
New Hampshire
$9.2M +$364K +5,156 +4%
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$9.19M +$190K +2,685 +2%
MGW
112
MB Generational Wealth
Washington
$9.16M +$8.95M +126,729 New
SWM
113
Sentinel Wealth Management
Virginia
$9.06M +$495K +7,007 +6%
KFP
114
KMG Fiduciary Partners
Ohio
$8.9M +$141K +2,002 +2%
SI
115
Stephens Inc
Arkansas
$8.88M +$141K +1,990 +2%
Creative Planning
116
Creative Planning
Kansas
$8.18M +$743K +10,526 +10%
FMN
117
Financial Management Network
California
$8.16M -$304K -4,306 -4%
FFWA
118
Forthright Family Wealth Advisory
Texas
$8.09M +$1.8M +25,545 +30%
SOWAS
119
Silver Oak Wealth Advisors Services
California
$7.87M +$195K +2,756 +3%
QWM
120
Quadcap Wealth Management
Texas
$7.82M -$480K -6,790 -6%
BDWCC
121
B&D White Capital Company
Texas
$7.72M +$1.83M +25,863 +32%
NFG
122
Nations Financial Group
Iowa
$7.71M +$549K +7,767 +8%
RW
123
Ridgeline Wealth
Arizona
$7.63M +$432K +6,115 +6%
SF
124
Synovus Financial
Georgia
$7.39M +$154K +2,183 +2%
AHC
125
Anderson Hoagland & Co
Missouri
$7.28M +$102K +1,450 +1%

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.