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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
AFP
151
ATLas Financial Planning
Georgia
$8.38M +$681K +8,401 +9%
SFM
152
Signet Financial Management
New Jersey
$8.38M -$1.89M -23,306 -18%
IAA
153
Independent Advisor Alliance
North Carolina
$8.29M +$8.34M +102,803 New
NA
154
Networth Advisors
Pennsylvania
$8.12M +$178K +2,191 +2%
PWA
155
PCG Wealth Advisors
Kansas
$8.12M -$500K -6,168 -6%
MYIA
156
Mount Yale Investment Advisors
Colorado
$8.07M +$8.12M +100,112 New
EFP
157
EnRich Financial Partners
Wisconsin
$8.06M +$695K +8,565 +9%
YWM
158
Yardley Wealth Management
Pennsylvania
$7.7M +$44K +542 +0.6%
CA
159
Clune & Associates
Illinois
$7.51M -$1.69M -20,864 -18%
Jones Financial Companies
160
Jones Financial Companies
Missouri
$7.39M +$969K +11,949 +15%
CWP
161
Concord Wealth Partners
Virginia
$7.22M -$208K -2,565 -3%
SF
162
Strategent Financial
Virginia
$7.13M +$594K +7,330 +9%
EWM
163
Echo Wealth Management
Minnesota
$7.13M -$2.75M -33,922 -28%
PP
164
Prosperity Planning
Missouri
$7.06M +$489K +6,026 +7%
MWM
165
Modern Wealth Management
Kansas
$6.94M -$3.31M -40,796 -32%
AC
166
AlphaCore Capital
California
$6.93M -$324K -3,997 -4%
E
167
EntreWealth
Texas
$6.82M +$315K +3,885 +5%
WPIC
168
White Pine Investment Company
Michigan
$6.8M +$155K +1,907 +2%
CAMV
169
Concord Asset Management (Virginia)
Virginia
$6.67M -$247K -3,044 -4%
PPWP
170
Premier Path Wealth Partners
New Jersey
$6.63M -$23.6K -291 -0.4%
SAFS
171
S&A Financial Services
Kansas
$6.46M +$6.5M +80,144 New
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$6.38M +$184K +2,267 +3%
LFG
173
Larson Financial Group
Missouri
$6.17M -$1.86K -23 -0%
BCA
174
Bay Colony Advisors
Massachusetts
$5.91M +$355K +4,379 +6%
SA
175
SRH Advisors
Kansas
$5.68M +$497K +6,134 +10%

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.