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Avantis US Large Cap Value ETF

399 hedge funds and large institutions have $7.73B invested in Avantis US Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 222 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 87

155% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 20

7% more funds holding

Funds holding: 374399 (+25)

7% more capital invested

Capital invested by funds: $7.26B → $7.73B (+$473M)

0% more funds holding in top 10

Funds holding in top 10: 6060 (0)

1.9% less ownership

Funds ownership: 94.84%92.94% (-1.9%)

Holders
399
Holders Change
+25
Holders Change %
+6.68%
% of All Funds
5.24%
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
51
Increased
222
Reduced
87
Closed
20
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
$1.02B -$147M -2,088,443 -13%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$788M -$7.75M -109,672 -1%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$723M +$26.6M +376,611 +4%
Ameriprise
4
Ameriprise
Minnesota
$258M +$36.3M +513,695 +17%
LPL Financial
5
LPL Financial
California
$186M +$15.3M +216,115 +9%
Cerity Partners
6
Cerity Partners
New York
$164M +$4.56M +64,531 +3%
American Century Companies
7
American Century Companies
Missouri
$154M +$11.6M +164,744 +8%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$150M +$2.65M +37,574 +2%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$142M +$8.19M +115,982 +6%
SC
10
Savant Capital
Illinois
$130M +$87.3M +1,235,868 +221%
FWP
11
Falcon Wealth Planning
California
$126M +$8.39M +118,739 +7%
Comerica Bank
12
Comerica Bank
Texas
$113M -$172K -2,438 -0.2%
PCIA
13
Prime Capital Investment Advisors
Kansas
$111M -$128K -1,816 -0.1%
FPAS
14
Focus Partners Advisor Solutions
Missouri
$109M +$46.9M +664,213 +80%
PFA
15
Pure Financial Advisors
California
$108M +$151K +2,138 +0.1%
WA
16
Waverly Advisors
Alabama
$104M +$6.63M +93,892 +7%
Bank of America
17
Bank of America
North Carolina
$101M +$78.6K +1,113 +0.1%
AA
18
Alesco Advisors
New York
$95.6M -$1.41M -19,917 -1%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$95.3M -$1M -14,222 -1%
AWM
20
Apollon Wealth Management
South Carolina
$94.6M +$1.39M +19,657 +2%
BHWM
21
Beaird Harris Wealth Management
Texas
$93M +$6.35M +89,884 +8%
Morgan Stanley
22
Morgan Stanley
New York
$81.5M +$1.28M +18,120 +2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$79.6M +$9.84M +139,303 +14%
BA
24
Bridgewater Advisors
New York
$79.4M +$1.84M +26,095 +2%
MFT
25
Moisand Fitzgerald Tamayo
Florida
$78.9M +$4.61M +65,260 +6%