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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
+$10.3M |
| 2 |
WP
WMS Partners
Towson,
Maryland
|
+$9.73M |
| 3 |
PWM
Proathlete Wealth Management
Boca Raton,
Florida
|
+$7.51M |
| 4 |
EFP
Envision Financial Planning
Memphis,
Tennessee
|
+$5.7M |
| 5 |
ME
McIlrath & Eck
Arlington,
Washington
|
+$2.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPCL
My Personal CFO LLC
Vancouver,
Washington
|
-$328K |
| 2 |
PA
Paragon Advisors
College Station,
Texas
|
-$160K |
AVMC Hedge Fund Activity: Q3 2024 in Review
21 of the 6,978 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.