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Avantis US Mid Cap Equity ETF
AVMC

6 hedge funds and large institutions have $7.65M invested in Avantis US Mid Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more capital invested

Capital invested by funds: $4.24M → $7.65M (+$3.42M)

50% more funds holding

Funds holding: 4 → 6 (+2)

15.26% less ownership

Funds ownership: 62.88% → 47.63% (-15%)

Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AFA
Arlington Financial Advisors
California
+$1.05M
2
CPIG
Chicago Partners Investment Group
Illinois
+$531K
3
American Century Companies
American Century Companies
Missouri
+$514K
4
PL
Plancorp LLC
Missouri
+$429K
5
PA
Paragon Advisors
Texas
+$214K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$4.27M +$514K +8,924 +15%
AFA
2
Arlington Financial Advisors
California
$1.14M +$1.05M +18,267 New
CPIG
3
Chicago Partners Investment Group
Illinois
$923K +$531K +9,210 +143%
PA
4
Paragon Advisors
Texas
$530K +$214K +3,715 +77%
PL
5
Plancorp LLC
Missouri
$463K +$429K +7,445 New
LA
6
LexAurum Advisors
Kansas
$326K +$46.4K +805 +18%

AVMC Hedge Fund Activity: Q1 2024 in Review

6 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis US Mid Cap Equity ETF (AVMC) for Q1 2024, worth a combined $7.65M — up 81% from $4.24M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new AVMC positions and 0 closed out — a net gain of 2 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was Arlington Financial Advisors, opening a new position worth an estimated $1.05M.

  • 6 institutional investors held Avantis US Mid Cap Equity ETF (AVMC) as of Q1 2024, up from 4 in Q4 2023.
  • Funds reported $7.65M of Avantis US Mid Cap Equity ETF stock for Q1 2024, up 81% quarter-over-quarter.
  • 2 funds opened new Avantis US Mid Cap Equity ETF positions in Q1 2024 and 0 closed out, a net change of +2 holders.
  • The largest Avantis US Mid Cap Equity ETF buyer in Q1 2024 was Arlington Financial Advisors, an estimated $1.05M added.

Based on aggregated 13F filings for Q1 2024.