We are live on ! Find out more
AVLV icon

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
CTWM
126
Cherry Tree Wealth Management
Minnesota
$7.13M +$1.05M +14,914 +18%
FFO
127
Fortitude Family Office
Arizona
$7.1M +$1.39M +19,713 +25%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$7.02M -$349K -4,946 -5%
KCPG
129
Kavar Capital Partners Group
Kansas
$6.95M -$183K -2,585 -3%
CA
130
Clune & Associates
Illinois
$6.94M +$328K +4,645 +5%
VF
131
Vestment Financial
Minnesota
$6.83M +$268K +3,797 +4%
Stifel Financial
132
Stifel Financial
Missouri
$6.81M +$711K +10,062 +12%
YWM
133
Yardley Wealth Management
Pennsylvania
$6.74M -$579K -8,199 -8%
CWP
134
Concord Wealth Partners
Virginia
$6.69M -$102K -1,448 -2%
SCM
135
SOL Capital Management
Maryland
$6.65M -$1.58M -22,366 -20%
SWP
136
Summit Wealth Partners
Florida
$6.57M +$970K +13,732 +18%
AC
137
AlphaCore Capital
California
$6.52M -$126K -1,791 -2%
PPWP
138
Premier Path Wealth Partners
New Jersey
$6.47M +$20.5K +290 +0.3%
CAMV
139
Concord Asset Management (Virginia)
Virginia
$6.27M -$506K -7,165 -8%
EFP
140
EnRich Financial Partners
Wisconsin
$5.87M +$305K +4,323 +6%
WPIC
141
White Pine Investment Company
Michigan
$5.87M +$272K +3,858 +5%
BAG
142
Bridgewealth Advisory Group
California
$5.66M +$322K +4,558 +6%
PF
143
PlanWiser Financial
Colorado
$5.66M +$57.4K +813 +1%
LFG
144
Larson Financial Group
Missouri
$5.54M -$45.1K -638 -0.8%
PP
145
Prosperity Planning
Missouri
$5.47M +$616K +8,726 +13%
AQR Capital Management
146
AQR Capital Management
Connecticut
$5.35M +$748K +10,598 +17%
CPA
147
Cardiff Park Advisors
California
$5.31M -$518K -7,340 -9%
TWP
148
Total Wealth Planning
Ohio
$5.2M -$75.6K -1,070 -1%
SFM
149
Signet Financial Management
New Jersey
$5.18M +$445K +6,307 +10%
E
150
EntreWealth
Texas
$5.11M +$837K +11,859 +20%

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.