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Avantis US Mid Cap Equity ETF

42 hedge funds and large institutions have $167M invested in Avantis US Mid Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
1
McIlrath & Eck
Washington
$49.5M
EGWAG
2
Elwood & Goetz Wealth Advisory Group
Georgia
$24M
BFG
3
Berger Financial Group
Minnesota
$15.4M
CA
4
CGN Advisors
Kansas
$12.2M
EFP
5
Envision Financial Planning
Tennessee
$9.2M
American Century Companies
6
American Century Companies
Missouri
$8.81M
LPL Financial
7
LPL Financial
California
$6.78M
AWM
8
AE Wealth Management
Kansas
$5.13M
PAWA
9
Palo Alto Wealth Advisors
California
$4.79M
CPIG
10
Chicago Partners Investment Group
Illinois
$4.3M
KAS
11
Kestra Advisory Services
Texas
$3.51M
MFG
12
Mendota Financial Group
Wisconsin
$3.19M
LA
13
LexAurum Advisors
Kansas
$2.79M
HWM
14
HB Wealth Management
Georgia
$2.48M
SF
15
Summit Financial
New Jersey
$1.46M
WFA
16
WMG Financial Advisors
Tennessee
$1.4M
EPW
17
Endeavor Private Wealth
Kansas
$1.32M
GCA
18
Gradient Capital Advisors
California
$1.07M
PL
19
Plancorp LLC
Missouri
$986K
QCIG
20
Quad-Cities Investment Group
Iowa
$934K
JCM
21
Jacobi Capital Management
Pennsylvania
$904K
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$877K
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$865K
MML Investors Services
24
MML Investors Services
Massachusetts
$834K
CIAS
25
CFS Investment Advisory Services
New Jersey
$781K