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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%