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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
National Bank of Canada
201
National Bank of Canada
Quebec, Canada
$4.33M +$4.36M +53,734 New
CFS
202
CRA Financial Services
New Jersey
$4.31M +$171K +2,104 +4%
BFA
203
Ballast Financial Advisors
Pennsylvania
$4.17M -$8.68K -107 -0.2%
WFA
204
WMG Financial Advisors
Tennessee
$4.09M -$181K -2,236 -4%
PCG
205
PFC Capital Group
California
$4.08M +$175K +2,154 +4%
BAM
206
Bayshore Asset Management
Florida
$4.02M +$162K +2,002 +4%
ACM
207
Armbruster Capital Management
New York
$3.94M +$76.6K +945 +2%
THL
208
Tillman Hartley LLC
Colorado
$3.86M +$107K +1,321 +3%
SSW
209
Stone Summit Wealth
Florida
$3.82M -$187K -2,309 -5%
RWM
210
Ruedi Wealth Management
Illinois
$3.79M -$10.6K -131 -0.3%
CHWM
211
Cauble & Harre Wealth Management
Missouri
$3.62M +$1.31M +16,116 +64%
HOWA
212
Hudson Oak Wealth Advisory
New Jersey
$3.61M +$288K +3,557 +9%
SVWA
213
Sarver Vrooman Wealth Advisors
Missouri
$3.58M +$3.6M +44,353 New
FF
214
Frankly Finances
Florida
$3.42M -$146K -1,795 -4%
LI
215
LRI Investments
Florida
$3.42M
VF
216
Vawter Financial
Ohio
$3.37M +$134K +1,647 +4%
DAS
217
Dynamic Advisor Solutions
Arizona
$3.33M +$87.7K +1,081 +3%
GC
218
Guidance Capital
Kentucky
$3.29M -$46.5K -573 -1%
LFGO
219
Legacy Financial Group (Oklahoma)
Oklahoma
$3.28M +$37.6K +464 +1%
MHB
220
Midwest Heritage Bank
Iowa
$3.26M +$195K +2,410 +6%
DRP
221
Decker Retirement Planning
Utah
$3.22M +$450K +5,552 +16%
VT
222
Vise Technologies
New York
$3.2M
WETS
223
Wealth Enhancement Trust Services
South Dakota
$3.19M +$2.32M +28,613 +262%
KCWM
224
Kane Co Wealth Management
Iowa
$3.19M +$69.1K +852 +2%
OCM
225
Orion Capital Management
California
$3.14M +$180K +2,223 +6%

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.