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Avantis US Mid Cap Equity ETF
AVMC

33 hedge funds and large institutions have $139M invested in Avantis US Mid Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 3

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

22% more funds holding

Funds holding: 27 → 33 (+6)

20% more capital invested

Capital invested by funds: $115M → $139M (+$23.6M)

1.09% more ownership

Funds ownership: 87.93% → 89.02% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
14
Reduced
3
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWM
HB Wealth Management
Georgia
+$18.6M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.02M
3
KAS
Kestra Advisory Services
Texas
+$3.95M
4
CA
CGN Advisors
Kansas
+$3.34M
5
EFP
Envision Financial Planning
Tennessee
+$2.54M

Top Sellers

1
PA
Paragon Advisors
Texas
-$402K
2
Jane Street
Jane Street
New York
-$324K
3
EF
Empowered Funds
Pennsylvania
-$80.8K
4
LA
LexAurum Advisors
Kansas
-$32.3K
5
SIM
Studio Investment Management
Illinois
-$22.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
26
LexAurum Advisors
Kansas
$329K -$32.3K -494 -9%
QCIG
27
Quad-Cities Investment Group
Iowa
$253K +$267K +4,081 New
CIM
28
Confluence Investment Management
Missouri
$226K -$131 -2 -0.1%
PSFG
29
Park Square Financial Group
Georgia
$128K +$136K +2,073 New
AP
30
Atwood & Palmer
Missouri
$108K – – –
Osaic Holdings
31
Osaic Holdings
Arizona
$57.2K +$60.4K +923 New
IA
32
IFP Advisors
Florida
$30.5K +$11.1K +170 +53%
IWP
33
IAG Wealth Partners
Wisconsin
$20.1K +$21.2K +324 New
WP
34
WMS Partners
Maryland
– -$15.8M -243,188 Closed
PA
35
Paragon Advisors
Texas
– -$402K -6,188 Closed
Jane Street
36
Jane Street
New York
– -$324K -4,982 Closed
EF
37
Empowered Funds
Pennsylvania
– -$80.8K -1,243 Closed
SIM
38
Studio Investment Management
Illinois
– -$22.2K -342 Closed
AWM
39
Accredited Wealth Management
Kentucky
– -$8.77K -135 Closed
Fidelity Investments
40
Fidelity Investments
Massachusetts
– -$65 -1 Closed
1
2

AVMC Hedge Fund Activity: Q1 2025 in Review

33 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Avantis US Mid Cap Equity ETF (AVMC) for Q1 2025, worth a combined $139M — up 20% from $115M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AVMC positions and 7 closed out — a net gain of 6 holders — while 14 added to existing stakes and 3 trimmed.

The largest buyer was HB Wealth Management, opening a new position worth an estimated $18.6M. The largest seller was Paragon Advisors, exiting entirely with an estimated $402K sold.

  • 33 institutional investors held Avantis US Mid Cap Equity ETF (AVMC) as of Q1 2025, up from 27 in Q4 2024.
  • Funds reported $139M of Avantis US Mid Cap Equity ETF stock for Q1 2025, up 20% quarter-over-quarter.
  • 13 funds opened new Avantis US Mid Cap Equity ETF positions in Q1 2025 and 7 closed out, a net change of +6 holders.
  • The largest Avantis US Mid Cap Equity ETF buyer in Q1 2025 was HB Wealth Management, an estimated $18.6M added.
  • The largest Avantis US Mid Cap Equity ETF seller in Q1 2025 was Paragon Advisors, an estimated $402K sold.

Based on aggregated 13F filings for Q1 2025.