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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
RW
126
Ridgeline Wealth
Arizona
$6.79M +$6.41M +99,489 New
AHC
127
Anderson Hoagland & Co
Missouri
$6.78M +$36.7K +570 +0.6%
NFG
128
Nations Financial Group
Iowa
$6.75M +$757K +11,752 +13%
KCPG
129
Kavar Capital Partners Group
Kansas
$6.74M +$6.36M +98,813 New
CWP
130
Concord Wealth Partners
Virginia
$6.41M -$9.85K -153 -0.2%
CAMV
131
Concord Asset Management (Virginia)
Virginia
$6.41M +$369K +5,735 +6%
AC
132
AlphaCore Capital
California
$6.28M +$5.8M +90,130 +4,776%
VF
133
Vestment Financial
Minnesota
$6.25M +$407K +6,328 +8%
CA
134
Clune & Associates
Illinois
$6.23M +$376K +5,833 +7%
PPWP
135
Premier Path Wealth Partners
New Jersey
$6.09M +$160K +2,489 +3%
FFWA
136
Forthright Family Wealth Advisory
Texas
$5.9M -$102K -1,589 -2%
Stifel Financial
137
Stifel Financial
Missouri
$5.74M +$982K +15,253 +22%
CTWM
138
Cherry Tree Wealth Management
Minnesota
$5.72M +$240K +3,733 +5%
BDWCC
139
B&D White Capital Company
Texas
$5.52M -$15.6M -242,616 -75%
CPA
140
Cardiff Park Advisors
California
$5.51M -$34.9K -542 -0.7%
PF
141
PlanWiser Financial
Colorado
$5.41M -$76.9K -1,194 -2%
FFO
142
Fortitude Family Office
Arizona
$5.36M -$3.28M -51,009 -39%
LFG
143
Larson Financial Group
Missouri
$5.28M -$290K -4,508 -6%
WPIC
144
White Pine Investment Company
Michigan
$5.27M +$4.98M +77,303 New
SWP
145
Summit Wealth Partners
Florida
$5.26M +$2.22M +34,532 +81%
EFP
146
EnRich Financial Partners
Wisconsin
$5.24M +$976K +15,150 +25%
BAG
147
Bridgewealth Advisory Group
California
$5.03M +$2.42M +37,536 +104%
TWP
148
Total Wealth Planning
Ohio
$4.99M +$896K +13,907 +23%
Osaic Holdings
149
Osaic Holdings
Arizona
$4.71M +$2.34M +36,274 +111%
PP
150
Prosperity Planning
Missouri
$4.57M +$646K +10,038 +18%

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.