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Avantis US Mid Cap Equity ETF

27 hedge funds and large institutions have $115M invested in Avantis US Mid Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 2

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

29% more funds holding

Funds holding: 2127 (+6)

14% more capital invested

Capital invested by funds: $101M → $115M (+$14.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.27% less ownership

Funds ownership: 89.2%87.93% (-1.3%)

Holders
27
Holders Change
+6
Holders Change %
+28.57%
% of All Funds
0.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
12
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
1
McIlrath & Eck
Washington
$41.3M +$2.78M +41,772 +7%
WP
2
WMS Partners
Maryland
$15.8M +$5.6M +84,142 +53%
BFG
3
Berger Financial Group
Minnesota
$12.1M +$1.15M +17,318 +10%
PWM
4
Proathlete Wealth Management
Florida
$8.99M +$599K +8,998 +7%
CA
5
CGN Advisors
Kansas
$6.25M +$181K +2,724 +3%
American Century Companies
6
American Century Companies
Missouri
$6.15M +$484K +7,277 +8%
EFP
7
Envision Financial Planning
Tennessee
$6.13M +$74.1K +1,114 +1%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$5.74M +$5.87M +88,281 New
LPL Financial
9
LPL Financial
California
$3.06M +$656K +9,865 +26%
CPIG
10
Chicago Partners Investment Group
Illinois
$2.57M +$312K +4,689 +14%
AFA
11
Arlington Financial Advisors
California
$1.29M -$44.9K -675 -3%
WFA
12
WMG Financial Advisors
Tennessee
$1.22M +$419K +6,300 +51%
PL
13
Plancorp LLC
Missouri
$843K
AWM
14
AE Wealth Management
Kansas
$825K +$844K +12,689 New
EPW
15
Endeavor Private Wealth
Kansas
$655K +$670K +10,075 New
FFA
16
Farther Finance Advisors
California
$596K
GCA
17
Gradient Capital Advisors
California
$402K +$412K +6,191 New
PA
18
Paragon Advisors
Texas
$402K +$1.13K +17 +0.3%
LA
19
LexAurum Advisors
Kansas
$377K -$5.65K -85 -1%
Jane Street
20
Jane Street
New York
$324K +$331K +4,982 New
CIM
21
Confluence Investment Management
Missouri
$237K +$243K +3,654 New
AP
22
Atwood & Palmer
Missouri
$113K
EF
23
Empowered Funds
Pennsylvania
$80.8K +$82.7K +1,243 New
SIM
24
Studio Investment Management
Illinois
$22.2K +$22.7K +342 New
IA
25
IFP Advisors
Florida
$20.9K +$3.92K +59 +22%

AVMC Hedge Fund Activity: Q4 2024 in Review

27 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis US Mid Cap Equity ETF (AVMC) for Q4 2024, worth a combined $115M — up 14% from $101M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AVMC positions and 3 closed out — a net gain of 7 holders — while 12 added to existing stakes and 2 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $5.87M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.3M sold.

  • 27 institutional investors held Avantis US Mid Cap Equity ETF (AVMC) as of Q4 2024, up from 21 in Q3 2024.
  • Funds reported $115M of Avantis US Mid Cap Equity ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 10 funds opened new Avantis US Mid Cap Equity ETF positions in Q4 2024 and 3 closed out, a net change of +7 holders.
  • The largest Avantis US Mid Cap Equity ETF buyer in Q4 2024 was Mercer Global Advisors, an estimated $5.87M added.
  • The largest Avantis US Mid Cap Equity ETF seller in Q4 2024 was Goldman Sachs, an estimated $1.3M sold.

Based on aggregated 13F filings for Q4 2024.