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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
NWM
201
Northwest Wealth Management
Iowa
$1.41M +$46.4K +685 +3%
AAM
202
Austin Asset Management
Texas
$1.4M
UWM
203
USAdvisors Wealth Management
Minnesota
$1.33M -$113K -1,670 -8%
FPGK
204
Financial Partners Group (Kansas)
Kansas
$1.31M +$956K +14,107 +238%
TC
205
TownSquare Capital
Utah
$1.3M +$722K +10,647 +114%
RA
206
Ruggaard & Associates
Ohio
$1.29M +$1.34M +19,752 New
WPC
207
Wedmont Private Capital
Pennsylvania
$1.28M +$133K +1,965 +10%
MCM
208
Mattern Capital Management
Colorado
$1.28M +$113K +1,672 +9%
DRP
209
Decker Retirement Planning
Utah
$1.26M +$89.2K +1,315 +7%
SAW
210
Signal Advisors Wealth
Michigan
$1.22M +$69.7K +1,028 +6%
CFA
211
Camarda Financial Advisors
Florida
$1.21M +$1.26M +18,613 New
NAM
212
NorthCrest Asset Manangement
Minnesota
$1.21M +$847K +12,496 +208%
MWM
213
Meridian Wealth Management
Kentucky
$1.2M +$17.6K +259 +1%
DFS
214
Dixon Fnancial Services
California
$1.17M
MFG
215
Mendota Financial Group
Wisconsin
$1.17M +$1.22M +17,940 New
UWPG
216
Ullmann Wealth Partners Group
Florida
$1.14M +$1.19M +17,543 New
Cerity Partners
217
Cerity Partners
New York
$1.13M -$291K -4,297 -20%
AAS
218
Avantax Advisory Services
Texas
$1.12M -$158K -2,326 -12%
CWA
219
Canvas Wealth Advisors
Kansas
$1.09M -$410K -6,042 -25%
DWM
220
Diversify Wealth Management
Utah
$1.08M +$326K +4,815 +39%
CCM
221
Cloud Capital Management
Washington
$995K +$1.04M +15,268 New
PCG
222
PFC Capital Group
California
$992K +$1.03M +15,221 New
Goldman Sachs
223
Goldman Sachs
New York
$950K +$988K +14,567 New
TA
224
TFB Advisors
Kansas
$932K -$29.6K -436 -3%
TP
225
Tranquility Partners
Tennessee
$926K +$61.2K +903 +7%

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.