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Argent Mid Cap ETF

16 hedge funds and large institutions have $73.7M invested in Argent Mid Cap ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

5.21% less ownership

Funds ownership: 88.26%83.05% (-5.2%)

13% less capital invested

Capital invested by funds: $85M → $73.7M (-$11.3M)

20% less funds holding

Funds holding: 2016 (-4)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
16
Holders Change
-4
Holders Change %
-20%
% of All Funds
0.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
4
Increased
7
Reduced
3
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
1
Moneta Group Investment Advisors
Missouri
$44M +$5.37M +159,487 +13%
BCI
2
Brinker Capital Investments
Pennsylvania
$8.06M -$243K -7,225 -3%
OPS
3
Orion Portfolio Solutions
Nebraska
$8.06M -$243K -7,225 -3%
VF
4
Vista Finance
Missouri
$5.33M +$1.05M +31,072 +23%
TWA
5
Tandem Wealth Advisors
Arizona
$4.42M +$2.22K +66 +0%
MW
6
Maia Wealth
Colorado
$2.06M +$41.3K +1,225 +2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$470K +$502K +14,917 New
CGH
8
Crossmark Global Holdings
Texas
$421K +$450K +13,373 New
Raymond James Financial
9
Raymond James Financial
Florida
$397K +$152K +4,500 +56%
ACM
10
Argent Capital Management
Missouri
$375K -$210K -6,224 -34%
CWP
11
Clark Wealth Partners
Illinois
$75.7K +$13.8K +411 +21%
FFA
12
Farther Finance Advisors
California
$45.1K
UBS Group
13
UBS Group
Switzerland
$36.8K +$39.1K +1,161 +12,900%
MAS
14
MPWM Advisory Solutions
Georgia
$5.95K
PWAM
15
Private Wealth Asset Management
Iowa
$5.35K +$5.73K +170 New
CCM
16
Coldstream Capital Management
Washington
$2.39K +$2.56K +76 New
LC
17
Legacy CG
Texas
-$11.6M -340,077 Closed
Wells Fargo
18
Wells Fargo
California
-$303K -8,882 Closed
Osaic Holdings
19
Osaic Holdings
Arizona
-$24.2K -709 Closed
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
-$24.1K -704 Closed
CA
21
CoreCap Advisors
Michigan
-$7.85K -230 Closed
TRCT
22
Tower Research Capital (TRC)
New York
-$2.39K -70 Closed
Morgan Stanley
23
Morgan Stanley
New York
-$62 -1 Closed

AMID Hedge Fund Activity: Q1 2025 in Review

16 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in Argent Mid Cap ETF (AMID) for Q1 2025, worth a combined $73.7M — down 13% from $85M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of AMID and 4 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 7 added.

The largest buyer was Moneta Group Investment Advisors, adding an estimated $5.37M. The largest seller was Legacy CG, exiting entirely with an estimated $11.6M sold.

  • 16 institutional investors held Argent Mid Cap ETF (AMID) as of Q1 2025, down from 20 in Q4 2024.
  • Funds reported $73.7M of Argent Mid Cap ETF stock for Q1 2025, down 13% quarter-over-quarter.
  • 4 funds opened new Argent Mid Cap ETF positions in Q1 2025 and 7 closed out, a net change of -3 holders.
  • The largest Argent Mid Cap ETF buyer in Q1 2025 was Moneta Group Investment Advisors, an estimated $5.37M added.
  • The largest Argent Mid Cap ETF seller in Q1 2025 was Legacy CG, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2025.