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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
SFM
151
Signet Financial Management
New Jersey
$4.46M +$530K +8,225 +14%
VT
152
Vise Technologies
New York
$4.44M +$4.19M +65,133 New
AQR Capital Management
153
AQR Capital Management
Connecticut
$4.33M +$13.7K +212 +0.3%
MFG
154
Midwest Financial Group
Kansas
$4.3M -$3.93K -61 -0.1%
SA
155
Sovran Advisors
California
$4.18M +$479K +7,431 +14%
NWM
156
Navigoe Wealth Management
California
$4.17M -$30.6K -475 -0.8%
SSW
157
Stone Summit Wealth
Florida
$4.11M -$262K -4,076 -6%
PFG
158
Prosperity Financial Group
California
$4.08M +$104K +1,617 +3%
BH
159
Burk Holdings
Oklahoma
$4.01M +$771K +11,969 +26%
E
160
EntreWealth
Texas
$4.01M +$908K +14,101 +32%
PAG
161
Paladin Advisory Group
Iowa
$3.93M -$118K -1,840 -3%
WRPWM
162
Werba Rubin Papier Wealth Management
California
$3.78M +$704K +10,931 +25%
WFA
163
WMG Financial Advisors
Tennessee
$3.71M -$10.1K -157 -0.3%
PAG
164
Private Advisor Group
New Jersey
$3.66M -$14.9M -231,828 -81%
BCA
165
Bay Colony Advisors
Massachusetts
$3.48M +$3.28M +50,972 New
Jones Financial Companies
166
Jones Financial Companies
Missouri
$3.43M +$545K +8,460 +20%
BAM
167
Bayshore Asset Management
Florida
$3.29M +$216K +3,351 +7%
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
$3.27M +$2.73M +42,459 +785%
PPW
169
Pasadena Private Wealth
California
$3.26M -$301K -4,667 -9%
FHA
170
Flagship Harbor Advisors
Massachusetts
$3.13M +$309K +4,806 +12%
Cambridge Investment Research Advisors
171
Cambridge Investment Research Advisors
Iowa
$3.11M -$24.5K -380 -0.8%
RWM
172
Ruedi Wealth Management
Illinois
$3.09M +$2.8M +43,492 +2,404%
EFG
173
Elios Financial Group
Ohio
$3.05M -$202K -3,137 -7%
AWM
174
Axxcess Wealth Management
California
$2.93M +$230K +3,573 +9%
LI
175
LRI Investments
Florida
$2.89M

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.