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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
Osaic Holdings
176
Osaic Holdings
Arizona
$2.14M -$5.8M -85,583 -72%
VF
177
Vawter Financial
Ohio
$2.14M +$573K +8,456 +35%
AFG
178
ABLE Financial Group
Arizona
$2.1M +$529K +7,803 +32%
HA
179
Herold Advisors
New York
$2.1M +$92.7K +1,367 +4%
GA
180
Greenspring Advisors
Maryland
$2.06M +$265K +3,914 +14%
CPWM
181
Cypress Point Wealth Management
Texas
$2.05M +$136 +2 +0%
LAM
182
Lifestyle Asset Management
Texas
$2.05M -$8.71M -128,414 -80%
GC
183
Guidance Capital
Kentucky
$2.03M +$228K +3,368 +12%
AWA
184
AGH Wealth Advisors
Kansas
$2.01M -$646K -9,523 -24%
LFGO
185
Legacy Financial Group (Oklahoma)
Oklahoma
$2.01M +$228K +3,363 +12%
MWM
186
Mattern Wealth Management
Kansas
$1.89M
SA
187
SRH Advisors
Kansas
$1.88M +$1.95M +28,788 New
LA
188
LexAurum Advisors
Kansas
$1.85M +$102K +1,509 +6%
PWM
189
Parkshore Wealth Management
California
$1.84M +$25.2K +372 +1%
TWA
190
TCI Wealth Advisors
Arizona
$1.79M +$3.93K +58 +0.2%
FFM
191
Forum Financial Management
Illinois
$1.78M +$1.85M +27,359 New
CPL
192
CAP Partners LLC
Tennessee
$1.71M -$713K -10,515 -29%
PAM
193
Pacific Asset Management
Washington
$1.7M +$38.9K +573 +2%
TIM
194
Tortoise Investment Management
New York
$1.66M +$155K +2,280 +10%
EH
195
Equitable Holdings
New York
$1.61M -$14.4K -213 -0.9%
SHFA
196
SC&H Financial Advisors
Maryland
$1.55M +$6.44K +95 +0.4%
CC
197
Callan Capital
California
$1.55M -$75K -1,106 -4%
ASN
198
Advisory Services Network
Georgia
$1.52M +$716K +10,554 +82%
GCA
199
Greenwood Capital Associates
South Carolina
$1.44M +$991K +14,623 +195%
PSA
200
Plum Street Advisors
Louisiana
$1.43M +$351K +5,178 +31%

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.