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Avantis US Large Cap Value ETF

359 hedge funds and large institutions have $5.08B invested in Avantis US Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 211 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 69

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

16% more capital invested

Capital invested by funds: $4.38B → $5.08B (+$703M)

5% more funds holding in top 10

Funds holding in top 10: 6063 (+3)

4% more funds holding

Funds holding: 345359 (+14)

3.19% less ownership

Funds ownership: 86.33%83.13% (-3.2%)

Holders
359
Holders Change
+14
Holders Change %
+4.06%
% of All Funds
4.81%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
0.84%
New
45
Increased
211
Reduced
69
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
151
Elios Financial Group
Ohio
$3.12M -$2.71K -40 -0.1%
BH
152
Burk Holdings
Oklahoma
$3.06M +$9.42K +139 +0.3%
Cambridge Investment Research Advisors
153
Cambridge Investment Research Advisors
Iowa
$3M +$298K +4,391 +11%
BAM
154
Bayshore Asset Management
Florida
$2.92M +$46.8K +690 +2%
E
155
EntreWealth
Texas
$2.92M +$1.02M +15,050 +51%
WRPWM
156
Werba Rubin Papier Wealth Management
California
$2.9M +$350K +5,167 +13%
SWP
157
Summit Wealth Partners
Florida
$2.78M +$812K +11,980 +39%
LI
158
LRI Investments
Florida
$2.76M +$2.49M +36,688 +645%
Jones Financial Companies
159
Jones Financial Companies
Missouri
$2.71M +$457K +6,738 +19%
CAC
160
Certified Advisory Corp
Florida
$2.69M +$2.35M +34,715 +534%
CFP
161
Cascade Financial Partners
California
$2.68M +$1.17M +17,330 +73%
FHA
162
Flagship Harbor Advisors
Massachusetts
$2.68M +$2.79M +41,125 New
THL
163
Tillman Hartley LLC
Colorado
$2.57M +$1.09M +16,142 +69%
DWM
164
Dopkins Wealth Management
New York
$2.56M +$286K +4,224 +12%
AWM
165
Axxcess Wealth Management
California
$2.56M +$226K +3,332 +9%
VAG
166
Vannoy Advisory Group
Texas
$2.49M -$43.7K -645 -2%
WAP
167
Wealthcare Advisory Partners
Pennsylvania
$2.49M +$314K +4,626 +14%
BAG
168
Bridgewealth Advisory Group
California
$2.36M +$135K +1,995 +6%
CFS
169
CRA Financial Services
New Jersey
$2.34M +$476K +7,023 +24%
PL
170
Plancorp LLC
Missouri
$2.32M
DAS
171
Dynamic Advisor Solutions
Arizona
$2.29M +$131K +1,930 +6%
OCM
172
Orion Capital Management
California
$2.24M +$621K +9,161 +36%
ACM
173
Armbruster Capital Management
New York
$2.24M +$107K +1,580 +5%
MHB
174
Midwest Heritage Bank
Iowa
$2.22M +$1.15M +17,020 +100%
FIA
175
Foundations Investment Advisors
Arizona
$2.21M +$179K +2,647 +8%

AVLV Hedge Fund Activity: Q1 2025 in Review

359 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Avantis US Large Cap Value ETF (AVLV) for Q1 2025, worth a combined $5.08B — up 16% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AVLV positions and 26 closed out — a net gain of 19 holders — while 211 added to existing stakes and 69 trimmed.

The largest buyer was PNC Financial Services Group, opening a new position worth an estimated $419M. The largest seller was Prime Capital Investment Advisors, exiting entirely with an estimated $101M sold.

  • 359 institutional investors held Avantis US Large Cap Value ETF (AVLV) as of Q1 2025, up from 345 in Q4 2024.
  • Funds reported $5.08B of Avantis US Large Cap Value ETF stock for Q1 2025, up 16% quarter-over-quarter.
  • 45 funds opened new Avantis US Large Cap Value ETF positions in Q1 2025 and 26 closed out, a net change of +19 holders.
  • The largest Avantis US Large Cap Value ETF buyer in Q1 2025 was PNC Financial Services Group, an estimated $419M added.
  • The largest Avantis US Large Cap Value ETF seller in Q1 2025 was Prime Capital Investment Advisors, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2025.