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Avantis US Mid Cap Equity ETF

40 hedge funds and large institutions have $139M invested in Avantis US Mid Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
40
Holders Change
+7
Holders Change %
+21.21%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
19
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ME
1
McIlrath & Eck
Washington
$45.4M 685,911 +29,004 +4%
BFG
2
Berger Financial Group
Minnesota
$14.5M 219,107 +7,521 +4%
CA
3
CGN Advisors
Kansas
$11.3M 170,013 +22,952 +16%
HWM
4
HB Wealth Management
Georgia
$10.3M 155,054 -129,765 -46%
EFP
5
Envision Financial Planning
Tennessee
$8.21M 124,051 -8,989 -7%
American Century Companies
6
American Century Companies
Missouri
$7.85M 118,620 +8,184 +7%
LPL Financial
7
LPL Financial
California
$6.34M 95,774 +17,255 +22%
CPIG
8
Chicago Partners Investment Group
Illinois
$4.02M 58,783 +7,310 +14%
AWM
9
AE Wealth Management
Kansas
$3.55M 53,688 +27,422 +104%
PAWA
10
Palo Alto Wealth Advisors
California
$3.52M 53,170 +53,170 New
KAS
11
Kestra Advisory Services
Texas
$3.28M 49,531 -10,825 -18%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$2.58M 38,999 -125,999 -76%
MFG
13
Mendota Financial Group
Wisconsin
$2.44M 36,879 +10,695 +41%
EGWAG
14
Elwood & Goetz Wealth Advisory Group
Georgia
$2.22M 33,547 +33,547 New
BW
15
Balance Wealth
Ohio
$2.15M 32,543 +32,543 New
WFA
16
WMG Financial Advisors
Tennessee
$1.33M 20,050
EPW
17
Endeavor Private Wealth
Kansas
$1.17M 17,615 +4,861 +38%
PL
18
Plancorp LLC
Missouri
$938K 14,171 +1,200 +9%
GCA
19
Gradient Capital Advisors
California
$788K 11,911 +3,317 +39%
MML Investors Services
20
MML Investors Services
Massachusetts
$771K 11,645 +4,486 +63%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$771K 11,645 +4,486 +63%
Citadel Advisors
22
Citadel Advisors
Florida
$710K 10,731 +10,731 New
QCIG
23
Quad-Cities Investment Group
Iowa
$699K 10,561 +6,480 +159%
JCM
24
Jacobi Capital Management
Pennsylvania
$697K 10,524 +2,584 +33%
PSFG
25
Park Square Financial Group
Georgia
$659K 9,961 +7,888 +381%