We are live on ! Find out more
AVMC icon

Avantis US Mid Cap Equity ETF

52 hedge funds and large institutions have $214M invested in Avantis US Mid Cap Equity ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

243% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 7

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

28% more capital invested

Capital invested by funds: $167M → $214M (+$47.1M)

24% more funds holding

Funds holding: 4252 (+10)

4.09% more ownership

Funds ownership: 80.05%84.14% (+4.1%)

Holders
52
Holders Change
+10
Holders Change %
+23.81%
% of All Funds
0.63%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
24
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
26
Jacobi Capital Management
Pennsylvania
$893K -$23.7K -340 -3%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$818K -$59.2K -848 -7%
GFM
28
GEN Financial Management
Minnesota
$714K +$705K +10,108 New
FFA
29
Farther Finance Advisors
California
$636K +$26.2K +375 +4%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$595K +$28.9K +414 +5%
FNBT
31
FineMark National Bank & Trust
Florida
$540K +$534K +7,646 New
HIA
32
HTG Investment Advisors
Connecticut
$525K +$270K +3,869 +108%
EIA
33
Eldridge Investment Advisors
New Hampshire
$489K +$33.2K +476 +7%
SA
34
SRH Advisors
Kansas
$487K +$481K +6,896 New
BDWCC
35
B&D White Capital Company
Texas
$436K +$431K +6,169 New
LAS
36
Lloyd Advisory Services
Georgia
$405K +$400K +5,732 New
EH
37
Equitable Holdings
New York
$310K +$306K +4,385 New
SFG
38
Skyview Financial Group
Florida
$306K +$302K +4,332 New
MFWP
39
Mosaic Family Wealth Partners
Missouri
$236K +$233K +3,334 New
Osaic Holdings
40
Osaic Holdings
Arizona
$226K -$5.65K -81 -2%
AFA
41
Arlington Financial Advisors
California
$212K +$349 +5 +0.2%
AP
42
Atwood & Palmer
Missouri
$123K
TFG
43
Team Financial Group
California
$88.8K +$41.4K +593 +89%
Bank of America
44
Bank of America
North Carolina
$73.5K +$72.6K +1,040 New
KFG
45
Kingdom Financial Group
Arizona
$61.6K +$60.9K +872 New
TC
46
Trust Company
Kansas
$54.7K +$54.1K +775 New
IA
47
IFP Advisors
Florida
$34.8K
IWP
48
IAG Wealth Partners
Wisconsin
$29.2K +$6.28K +90 +28%
JP Morgan Chase
49
JP Morgan Chase
New York
$18.8K +$4.05K +58 +28%
RWM
50
Rialto Wealth Management
New York
$12.6K