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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
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$646M +$118M +1,738,082 +21%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$403M +$419M +6,179,549 New
Ameriprise
3
Ameriprise
Minnesota
$179M +$59M +869,638 +46%
LPL Financial
4
LPL Financial
California
$149M +$25.4M +374,215 +20%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$133M +$133M +1,960,816 +2,425%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$132M +$17.9M +263,282 +15%
American Century Companies
7
American Century Companies
Missouri
$123M +$10.2M +150,326 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$108M -$6.08M -89,729 -5%
Comerica Bank
9
Comerica Bank
Texas
$102M +$2.28M +33,571 +2%
PFA
10
Pure Financial Advisors
California
$97.1M -$7.79M -114,940 -7%
Bank of America
11
Bank of America
North Carolina
$95M +$27M +398,905 +38%
FWP
12
Falcon Wealth Planning
California
$93.9M +$17.3M +255,522 +22%
AA
13
Alesco Advisors
New York
$85.5M -$1.88M -27,659 -2%
AWM
14
Apollon Wealth Management
South Carolina
$83.8M +$19.2M +282,531 +28%
PP
15
PrairieView Partners
Minnesota
$78.6M -$1.64M -24,147 -2%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$77.5M +$5.42M +79,970 +7%
WA
17
Waverly Advisors
Alabama
$77.1M +$14.7M +217,258 +23%
BHWM
18
Beaird Harris Wealth Management
Texas
$72.9M +$4.17M +61,475 +6%
BA
19
Bridgewater Advisors
New York
$66M +$4.37M +64,457 +7%
NPT
20
Nixon Peabody Trust
Massachusetts
$65.9M +$6.87M +101,304 +11%
Morgan Stanley
21
Morgan Stanley
New York
$65.3M +$7.55M +111,365 +13%
CFS
22
Cannon Financial Strategists
Georgia
$65M +$9.97K +147 +0%
HIP
23
HUB Investment Partners
Texas
$64.4M +$1.14M +16,834 +2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$62.3M +$7.64M +112,723 +13%
MFT
25
Moisand Fitzgerald Tamayo
Florida
$59.3M +$3.82M +56,319 +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.