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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
THL
176
Tillman Hartley LLC
Colorado
$2.85M +$146K +2,260 +6%
DWM
177
Dopkins Wealth Management
New York
$2.73M +$48.6K +755 +2%
CFS
178
CRA Financial Services
New Jersey
$2.61M +$156K +2,424 +7%
CFP
179
Cascade Financial Partners
California
$2.61M -$183K -2,848 -7%
VAG
180
Vannoy Advisory Group
Texas
$2.59M -$15.5K -241 -0.6%
TI
181
Truepoint Inc
Ohio
$2.58M +$1.8M +27,946 +281%
MHB
182
Midwest Heritage Bank
Iowa
$2.58M +$241K +3,749 +11%
DAS
183
Dynamic Advisor Solutions
Arizona
$2.55M +$148K +2,292 +7%
SFS
184
Summit Financial Strategies
Ohio
$2.55M +$2.08M +32,327 +644%
SA
185
SRH Advisors
Kansas
$2.54M +$544K +8,450 +29%
ACM
186
Armbruster Capital Management
New York
$2.5M +$151K +2,350 +7%
KAM
187
KEB Asset Management
Illinois
$2.49M +$2.35M +36,496 New
PL
188
Plancorp LLC
Missouri
$2.43M
OCM
189
Orion Capital Management
California
$2.38M +$36.9K +573 +2%
WAP
190
Wealthcare Advisory Partners
Pennsylvania
$2.32M -$275K -4,263 -11%
PCG
191
PFC Capital Group
California
$2.3M +$1.19M +18,481 +121%
AFG
192
ABLE Financial Group
Arizona
$2.3M +$89.9K +1,396 +4%
GC
193
Guidance Capital
Kentucky
$2.24M +$69.7K +1,083 +3%
TIM
194
Tortoise Investment Management
New York
$2.21M +$455K +7,060 +28%
LFGO
195
Legacy Financial Group (Oklahoma)
Oklahoma
$2.21M +$94.1K +1,462 +5%
CPWM
196
Cypress Point Wealth Management
Texas
$2.15M +$64 +1 +0%
LA
197
LexAurum Advisors
Kansas
$2.07M +$133K +2,069 +7%
AWM
198
AE Wealth Management
Kansas
$2.07M +$1.07M +16,647 +121%
MWM
199
Mattern Wealth Management
Kansas
$1.98M
TH
200
Team Hewins
California
$1.96M +$1.85M +28,772 New

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.