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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
HA
201
Herold Advisors
New York
$1.94M -$242K -3,761 -12%
CPL
202
CAP Partners LLC
Tennessee
$1.89M +$99.2K +1,540 +6%
FFM
203
Forum Financial Management
Illinois
$1.87M +$64 +1 +0%
GCA
204
Greenwood Capital Associates
South Carolina
$1.8M +$276K +4,279 +19%
AIM
205
Acropolis Investment Management
Missouri
$1.77M +$1.06M +16,405 +171%
PAM
206
Pacific Asset Management
Washington
$1.77M -$3.22K -50 -0.2%
ASN
207
Advisory Services Network
Georgia
$1.71M +$81K +1,258 +5%
Renaissance Technologies
208
Renaissance Technologies
New York
$1.7M +$1.06M +16,400 +193%
PWM
209
Parkshore Wealth Management
California
$1.69M -$224K -3,478 -12%
FPGK
210
Financial Partners Group (Kansas)
Kansas
$1.61M +$230K +3,566 +18%
NAM
211
NorthCrest Asset Manangement
Minnesota
$1.6M +$290K +4,504 +24%
SHFA
212
SC&H Financial Advisors
Maryland
$1.6M -$24.4K -379 -2%
TWA
213
TCI Wealth Advisors
Arizona
$1.59M -$260K -4,034 -15%
EH
214
Equitable Holdings
New York
$1.59M -$82.1K -1,275 -5%
PSA
215
Plum Street Advisors
Louisiana
$1.52M +$16.3K +253 +1%
PA
216
Parallel Advisors
California
$1.48M +$950K +14,753 +211%
GRP
217
Global Retirement Partners
California
$1.45M +$1.37M +21,261 New
NWM
218
Northwest Wealth Management
Iowa
$1.44M -$27.1K -421 -2%
EWA
219
EverSource Wealth Advisors
Alabama
$1.43M +$1.05M +16,284 +348%
WPC
220
Wedmont Private Capital
Pennsylvania
$1.42M -$49.2K -764 -4%
FVIM
221
Fort Vancouver Investment Management
Washington
$1.39M +$628K +9,750 +92%
MCM
222
Mattern Capital Management
Colorado
$1.38M +$44.9K +697 +4%
TC
223
TownSquare Capital
Utah
$1.37M +$11.2K +174 +0.9%
RA
224
Ruggaard & Associates
Ohio
$1.36M +$7.79K +121 +0.6%
DRP
225
Decker Retirement Planning
Utah
$1.35M +$21.7K +337 +2%

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.