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Avantis US Mid Cap Equity ETF
AVMC

Overview Fund Activity

21 hedge funds and large institutions have $101M invested in Avantis US Mid Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
21
Holders Change
+6
Holders Change %
+40%
% of All Funds
0.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
10
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFG
1
Berger Financial Group
Minnesota
$10.9M
2
WP
2
WMS Partners
Maryland
$10.2M
3
PWM
3
Proathlete Wealth Management
Florida
$8.31M
4
EFP
4
Envision Financial Planning
Tennessee
$5.99M
5
ME
5
McIlrath & Eck
Washington
$38.1M

Top Sellers

1
MPCL
1
My Personal CFO LLC
Washington
$0
2
PA
2
Paragon Advisors
Texas
$397K
Name Market Value Shares Shares
Change 		Shares
Change %
ME
1
McIlrath & Eck
Washington
$38.1M 593,143 +48,312 +9%
BFG
2
Berger Financial Group
Minnesota
$10.9M 168,856 +168,856 New
WP
3
WMS Partners
Maryland
$10.2M 159,046 +159,046 New
PWM
4
Proathlete Wealth Management
Florida
$8.31M 129,369 +122,628 +1,819%
CA
5
CGN Advisors
Kansas
$6M 93,370 +11,409 +14%
EFP
6
Envision Financial Planning
Tennessee
$5.99M 93,174 +93,174 New
American Century Companies
7
American Century Companies
Missouri
$5.61M 87,289 +10,099 +13%
WCA
8
Waypoint Capital Advisors
Minnesota
$4.25M 66,115 +47,418 +254%
LPL Financial
9
LPL Financial
California
$2.39M 37,245 +37,245 New
CPIG
10
Chicago Partners Investment Group
Illinois
$2.22M 34,394 +9,771 +40%
AFA
11
Arlington Financial Advisors
California
$1.32M 20,476 +1,043 +5%
Goldman Sachs
12
Goldman Sachs
New York
$1.3M 20,193 – –
PL
13
Plancorp LLC
Missouri
$834K 12,971 +4,376 +51%
WFA
14
WMG Financial Advisors
Tennessee
$800K 12,450 +12,450 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$700K 10,898 +6,205 +132%
FFA
16
Farther Finance Advisors
California
$589K 9,172 +9,172 New
OMC
17
Old Mission Capital
Illinois
$491K 7,641 +7,641 New
PA
18
Paragon Advisors
Texas
$397K 6,171 -2,617 -30%
LA
19
LexAurum Advisors
Kansas
$379K 5,891 +625 +12%
AP
20
Atwood & Palmer
Missouri
$112K 1,743 – –
IA
21
IFP Advisors
Florida
$16.9K 263 – –
MPCL
22
My Personal CFO LLC
Washington
– – -5,528 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –