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Avantis US Mid Cap Equity ETF
AVMC

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.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 1

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

105% more capital invested

Capital invested by funds: $49.2M → $101M (+$51.7M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

40% more funds holding

Funds holding: 15 → 21 (+6)

2.86% less ownership

Funds ownership: 92.06% → 89.2% (-2.9%)

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
Berger Financial Group
Minnesota
+$10.3M
2
WP
WMS Partners
Maryland
+$9.73M
3
PWM
Proathlete Wealth Management
Florida
+$7.51M
4
EFP
Envision Financial Planning
Tennessee
+$5.7M
5
ME
McIlrath & Eck
Washington
+$2.96M

Top Sellers

1
MPCL
My Personal CFO LLC
Washington
-$328K
2
PA
Paragon Advisors
Texas
-$160K
Name Holding Trade Value Shares
Change 		Change in
Stake
ME
1
McIlrath & Eck
Washington
$38.1M +$2.96M +48,312 +9%
BFG
2
Berger Financial Group
Minnesota
$10.9M +$10.3M +168,856 New
WP
3
WMS Partners
Maryland
$10.2M +$9.73M +159,046 New
PWM
4
Proathlete Wealth Management
Florida
$8.31M +$7.51M +122,628 +1,819%
CA
5
CGN Advisors
Kansas
$6M +$698K +11,409 +14%
EFP
6
Envision Financial Planning
Tennessee
$5.99M +$5.7M +93,174 New
American Century Companies
7
American Century Companies
Missouri
$5.61M +$618K +10,099 +13%
WCA
8
Waypoint Capital Advisors
Minnesota
$4.25M +$2.9M +47,418 +254%
LPL Financial
9
LPL Financial
California
$2.39M +$2.28M +37,245 New
CPIG
10
Chicago Partners Investment Group
Illinois
$2.22M +$598K +9,771 +40%
AFA
11
Arlington Financial Advisors
California
$1.32M +$63.8K +1,043 +5%
Goldman Sachs
12
Goldman Sachs
New York
$1.3M – – –
PL
13
Plancorp LLC
Missouri
$834K +$268K +4,376 +51%
WFA
14
WMG Financial Advisors
Tennessee
$800K +$762K +12,450 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$700K +$380K +6,205 +132%
FFA
16
Farther Finance Advisors
California
$589K +$561K +9,172 New
OMC
17
Old Mission Capital
Illinois
$491K +$468K +7,641 New
PA
18
Paragon Advisors
Texas
$397K -$160K -2,617 -30%
LA
19
LexAurum Advisors
Kansas
$379K +$38.3K +625 +12%
AP
20
Atwood & Palmer
Missouri
$112K – – –
IA
21
IFP Advisors
Florida
$16.9K – – –
MPCL
22
My Personal CFO LLC
Washington
– -$328K -5,528 Closed

AVMC Hedge Fund Activity: Q3 2024 in Review

21 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis US Mid Cap Equity ETF (AVMC) for Q3 2024, worth a combined $101M — up 105% from $49.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AVMC positions and 1 closed out — a net gain of 6 holders — while 10 added to existing stakes and 1 trimmed.

The largest buyer was Berger Financial Group, opening a new position worth an estimated $10.3M. The largest seller was My Personal CFO LLC, exiting entirely with an estimated $328K sold.

  • 21 institutional investors held Avantis US Mid Cap Equity ETF (AVMC) as of Q3 2024, up from 15 in Q2 2024.
  • Funds reported $101M of Avantis US Mid Cap Equity ETF stock for Q3 2024, up 105% quarter-over-quarter.
  • 7 funds opened new Avantis US Mid Cap Equity ETF positions in Q3 2024 and 1 closed out, a net change of +6 holders.
  • The largest Avantis US Mid Cap Equity ETF buyer in Q3 2024 was Berger Financial Group, an estimated $10.3M added.
  • The largest Avantis US Mid Cap Equity ETF seller in Q3 2024 was My Personal CFO LLC, an estimated $328K sold.

Based on aggregated 13F filings for Q3 2024.