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Avantis US Mid Cap Equity ETF

64 hedge funds and large institutions have $276M invested in Avantis US Mid Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

167% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 12

29% more capital invested

Capital invested by funds: $214M → $276M (+$61.6M)

23% more funds holding

Funds holding: 5264 (+12)

4.56% more ownership

Funds ownership: 84.14%88.69% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
64
Holders Change
+12
Holders Change %
+23.08%
% of All Funds
0.79%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
32
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
26
Bleakley Financial Group
New Jersey
$1.67M +$1.71M +23,100 New
GCA
27
Gradient Capital Advisors
California
$1.65M +$197K +2,669 +13%
BW
28
Balance Wealth
Ohio
$1.41M +$1.44M +19,509 New
CB
29
Commerce Bank
Missouri
$1.27M +$1.3M +17,572 New
PL
30
Plancorp LLC
Missouri
$1.22M +$126K +1,700 +12%
JCM
31
Jacobi Capital Management
Pennsylvania
$1.19M +$278K +3,756 +30%
WFA
32
WMG Financial Advisors
Tennessee
$1.18M -$222K -3,000 -16%
SA
33
SRH Advisors
Kansas
$1.09M +$600K +8,126 +118%
FFA
34
Farther Finance Advisors
California
$1.08M +$437K +5,912 +66%
MWM
35
Madrid Wealth Management
New Mexico
$1.04M -$290K -3,928 -21%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$826K -$10.7K -145 -1%
GFM
37
GEN Financial Management
Minnesota
$744K +$14.6K +197 +2%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$737K -$207K -2,797 -22%
HIA
39
HTG Investment Advisors
Connecticut
$709K +$176K +2,384 +32%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$639K +$31.7K +429 +5%
Jane Street
41
Jane Street
New York
$636K +$650K +8,798 New
SW
42
StrongBox Wealth
Missouri
$627K +$641K +8,675 New
BDWCC
43
B&D White Capital Company
Texas
$620K +$179K +2,419 +39%
CWA
44
Canvas Wealth Advisors
Kansas
$566K +$579K +7,839 New
EIA
45
Eldridge Investment Advisors
New Hampshire
$472K -$28.9K -391 -6%
IWM
46
IHT Wealth Management
Illinois
$458K +$739K +10,000 New
EH
47
Equitable Holdings
New York
$435K +$131K +1,776 +41%
TFG
48
Team Financial Group
California
$318K +$232K +3,141 +250%
AWM
49
Avondale Wealth Management
Texas
$271K +$277K +3,754 New
MFWP
50
Mosaic Family Wealth Partners
Missouri
$268K +$28.2K +381 +11%

AVMC Hedge Fund Activity: Q1 2026 in Review

64 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Avantis US Mid Cap Equity ETF (AVMC) for Q1 2026, worth a combined $276M — up 29% from $214M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new AVMC positions and 2 closed out — a net gain of 14 holders — while 32 added to existing stakes and 12 trimmed.

The largest buyer was Tarbox Family Office, opening a new position worth an estimated $11.9M. The largest seller was Lloyd Advisory Services, cutting an estimated $359K.

  • 64 institutional investors held Avantis US Mid Cap Equity ETF (AVMC) as of Q1 2026, up from 52 in Q4 2025.
  • Funds reported $276M of Avantis US Mid Cap Equity ETF stock for Q1 2026, up 29% quarter-over-quarter.
  • 16 funds opened new Avantis US Mid Cap Equity ETF positions in Q1 2026 and 2 closed out, a net change of +14 holders.
  • The largest Avantis US Mid Cap Equity ETF buyer in Q1 2026 was Tarbox Family Office, an estimated $11.9M added.
  • The largest Avantis US Mid Cap Equity ETF seller in Q1 2026 was Lloyd Advisory Services, an estimated $359K sold.

Based on aggregated 13F filings for Q1 2026.