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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
FFO
126
Fortitude Family Office
Arizona
$10.6M +$996K +12,284 +10%
TP
127
Trailhead Planners
Minnesota
$10.5M +$198K +2,437 +2%
FMN
128
Financial Management Network
California
$10.5M +$560K +6,909 +6%
SRC
129
Sage Rhino Capital
California
$10.3M -$557K -6,864 -5%
MGW
130
MB Generational Wealth
Washington
$10.2M -$3.41K -42 -0%
FFG
131
Foundry Financial Group
New Hampshire
$10.1M -$683K -8,427 -6%
NFG
132
Nations Financial Group
Iowa
$9.94M +$435K +5,366 +5%
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$9.71M +$2.87M +35,366 +42%
Stifel Financial
134
Stifel Financial
Missouri
$9.53M +$1.39M +17,133 +17%
QWM
135
Quadcap Wealth Management
Texas
$9.53M +$432K +5,328 +5%
TFA
136
TrustWell Financial Advisors
Florida
$9.41M +$195K +2,403 +2%
Mariner
137
Mariner
Kansas
$9.25M +$7.95M +98,070 +587%
KFP
138
KMG Fiduciary Partners
Ohio
$9.12M -$880K -10,848 -9%
RW
139
Ridgeline Wealth
Arizona
$9.12M +$84.2K +1,038 +0.9%
Creative Planning
140
Creative Planning
Kansas
$8.95M +$182K +2,246 +2%
SWP
141
Summit Wealth Partners
Florida
$8.94M +$573K +7,064 +7%
AQR Capital Management
142
AQR Capital Management
Connecticut
$8.87M +$1.73M +21,370 +24%
BAG
143
Bridgewealth Advisory Group
California
$8.86M +$1.08M +13,287 +14%
PFPG
144
Pinnacle Financial Partners (Georgia)
Georgia
$8.81M +$444K +5,470 +5%
SOWAS
145
Silver Oak Wealth Advisors Services
California
$8.79M +$44K +542 +0.5%
AHC
146
Anderson Hoagland & Co
Missouri
$8.77M +$490K +6,042 +6%
SB
147
Strategic Blueprint
Georgia
$8.55M -$528K -6,505 -6%
CTWM
148
Cherry Tree Wealth Management
Minnesota
$8.55M +$91.1K +1,123 +1%
VF
149
Vestment Financial
Minnesota
$8.5M +$377K +4,646 +5%
KCPG
150
Kavar Capital Partners Group
Kansas
$8.45M -$19K -234 -0.2%

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.