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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
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.1B +$643M +9,979,293 +161%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$751M +$603M +9,356,288 +565%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$673M -$16.7M -258,612 -3%
Ameriprise
4
Ameriprise
Minnesota
$208M +$19.6M +304,507 +11%
LPL Financial
5
LPL Financial
California
$161M +$5.11M +79,411 +3%
Cerity Partners
6
Cerity Partners
New York
$151M +$141M +2,189,968 +12,655%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$139M -$199K -3,085 -0.2%
American Century Companies
8
American Century Companies
Missouri
$134M +$5.06M +78,539 +4%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$126M -$11.6M -180,267 -9%
FWP
10
Falcon Wealth Planning
California
$111M +$12.1M +187,550 +13%
Comerica Bank
11
Comerica Bank
Texas
$106M +$127K +1,975 +0.1%
PCIA
12
Prime Capital Investment Advisors
Kansas
$105M +$99.2M +1,540,491 New
PFA
13
Pure Financial Advisors
California
$102M +$410K +6,371 +0.4%
Bank of America
14
Bank of America
North Carolina
$95.6M -$3.54M -54,922 -4%
WA
15
Waverly Advisors
Alabama
$92.2M +$10.9M +168,849 +14%
AA
16
Alesco Advisors
New York
$91.6M +$2.01M +31,172 +2%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$90.9M +$9.31M +144,560 +12%
AWM
18
Apollon Wealth Management
South Carolina
$88M +$302K +4,683 +0.4%
PP
19
PrairieView Partners
Minnesota
$84.1M +$1.76M +27,271 +2%
BHWM
20
Beaird Harris Wealth Management
Texas
$81.6M +$5.13M +79,717 +7%
Morgan Stanley
21
Morgan Stanley
New York
$75.7M +$6.96M +108,090 +11%
BA
22
Bridgewater Advisors
New York
$75.3M +$1.48M +23,003 +2%
CFS
23
Cannon Financial Strategists
Georgia
$71.6M +$3.41M +53,027 +5%
NPT
24
Nixon Peabody Trust
Massachusetts
$70.6M +$1.6M +24,775 +2%
HIP
25
HUB Investment Partners
Texas
$70.4M +$2.88M +44,681 +5%

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.