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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

229% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

19% more capital invested

Capital invested by funds: $141M → $167M (+$26.2M)

0.75% more ownership

Funds ownership: 79.3%80.05% (+0.75%)

0% more funds holding

Funds holding: 4242 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
23
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMP
26
Wealth Management Partners
Arizona
$696K +$466K +6,817 +214%
FFA
27
Farther Finance Advisors
California
$600K -$27.3K -400 -4%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$557K -$28.1K -411 -5%
EIA
29
Eldridge Investment Advisors
New Hampshire
$449K -$179K -2,614 -29%
Citadel Advisors
30
Citadel Advisors
Florida
$257K -$481K -7,044 -66%
HIA
31
HTG Investment Advisors
Connecticut
$248K +$244K +3,568 New
Osaic Holdings
32
Osaic Holdings
Arizona
$227K +$14.3K +209 +7%
AFA
33
Arlington Financial Advisors
California
$209K -$2.19K -32 -1%
AP
34
Atwood & Palmer
Missouri
$121K
TFG
35
Team Financial Group
California
$46.2K +$45.4K +664 New
IA
36
IFP Advisors
Florida
$34.2K
IWP
37
IAG Wealth Partners
Wisconsin
$22.5K
JP Morgan Chase
38
JP Morgan Chase
New York
$14.5K +$14.2K +208 New
RWM
39
Rialto Wealth Management
New York
$12.5K +$12.2K +179 New
AWM
40
Accredited Wealth Management
Kentucky
$9.53K +$88.5K +1,295 +945%
TWM
41
Tripletail Wealth Management
Florida
$7K +$6.83K +100 New
AssetMark Inc
42
AssetMark Inc
California
$4.31K
BW
43
Balance Wealth
Ohio
-$2.15M -32,543 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$1.12M -16,848 Closed
PSFG
45
Park Square Financial Group
Georgia
-$659K -9,961 Closed
AWM
46
Avondale Wealth Management
Texas
-$134K -2,025 Closed
AAS
47
Ameritas Advisory Services
Nebraska
-$63.6K -961 Closed
Raymond James Financial
48
Raymond James Financial
Florida
-$1.92K -29 Closed