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Avantis US Mid Cap Equity ETF

42 hedge funds and large institutions have $141M invested in Avantis US Mid Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

27% more funds holding

Funds holding: 3342 (+9)

1% more capital invested

Capital invested by funds: $139M → $141M (+$1.77M)

9.72% less ownership

Funds ownership: 89.02%79.3% (-9.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
42
Holders Change
+9
Holders Change %
+27.27%
% of All Funds
0.55%
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
21
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSFG
26
Park Square Financial Group
Georgia
$659K +$492K +7,888 +381%
EIA
27
Eldridge Investment Advisors
New Hampshire
$600K +$140K +2,243 +33%
FFA
28
Farther Finance Advisors
California
$597K -$9.04K -145 -2%
LA
29
LexAurum Advisors
Kansas
$588K +$222K +3,565 +67%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$557K +$43.7K +700 +9%
CIAS
31
CFS Investment Advisory Services
New Jersey
$221K +$208K +3,341 New
WMP
32
Wealth Management Partners
Arizona
$213K +$199K +3,186 New
Osaic Holdings
33
Osaic Holdings
Arizona
$203K +$134K +2,150 +233%
AFA
34
Arlington Financial Advisors
California
$201K -$1.03M -16,490 -84%
AWM
35
Avondale Wealth Management
Texas
$134K +$126K +2,025 New
AP
36
Atwood & Palmer
Missouri
$115K
AAS
37
Ameritas Advisory Services
Nebraska
$63.6K +$59.9K +961 New
IA
38
IFP Advisors
Florida
$32.6K
IWP
39
IAG Wealth Partners
Wisconsin
$21.4K
AWM
40
Accredited Wealth Management
Kentucky
$9.07K +$8.55K +137 New
AssetMark Inc
41
AssetMark Inc
California
$4.1K +$3.87K +62 New
Raymond James Financial
42
Raymond James Financial
Florida
$1.92K +$1.81K +29 New
PWM
43
Proathlete Wealth Management
Florida
-$9.15M -147,669 Closed
CIM
44
Confluence Investment Management
Missouri
-$226K -3,652 Closed

AVMC Hedge Fund Activity: Q2 2025 in Review

42 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Avantis US Mid Cap Equity ETF (AVMC) for Q2 2025, worth a combined $141M — up 1.3% from $139M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AVMC positions and 2 closed out — a net gain of 9 holders — while 21 added to existing stakes and 6 trimmed.

The largest buyer was Palo Alto Wealth Advisors, opening a new position worth an estimated $3.32M. The largest seller was Proathlete Wealth Management, exiting entirely with an estimated $9.15M sold.

  • 42 institutional investors held Avantis US Mid Cap Equity ETF (AVMC) as of Q2 2025, up from 33 in Q1 2025.
  • Funds reported $141M of Avantis US Mid Cap Equity ETF stock for Q2 2025, up 1.3% quarter-over-quarter.
  • 11 funds opened new Avantis US Mid Cap Equity ETF positions in Q2 2025 and 2 closed out, a net change of +9 holders.
  • The largest Avantis US Mid Cap Equity ETF buyer in Q2 2025 was Palo Alto Wealth Advisors, an estimated $3.32M added.
  • The largest Avantis US Mid Cap Equity ETF seller in Q2 2025 was Proathlete Wealth Management, an estimated $9.15M sold.

Based on aggregated 13F filings for Q2 2025.