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Avantis US Mid Cap Equity ETF

33 hedge funds and large institutions have $139M invested in Avantis US Mid Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 3

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

22% more funds holding

Funds holding: 2733 (+6)

20% more capital invested

Capital invested by funds: $115M → $139M (+$23.6M)

1.09% more ownership

Funds ownership: 87.93%89.02% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
14
Reduced
3
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
1
McIlrath & Eck
Washington
$40.7M +$1.44M +21,992 +3%
HWM
2
HB Wealth Management
Georgia
$17.7M +$18.6M +284,819 New
BFG
3
Berger Financial Group
Minnesota
$13.1M +$1.66M +25,412 +14%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$10.2M +$5.02M +76,717 +87%
PWM
5
Proathlete Wealth Management
Florida
$9.15M +$609K +9,302 +7%
CA
6
CGN Advisors
Kansas
$9.11M +$3.34M +50,967 +53%
EFP
7
Envision Financial Planning
Tennessee
$8.25M +$2.54M +38,752 +41%
American Century Companies
8
American Century Companies
Missouri
$6.84M +$1.04M +15,870 +17%
LPL Financial
9
LPL Financial
California
$4.87M +$2.06M +31,409 +67%
KAS
10
Kestra Advisory Services
Texas
$3.74M +$3.95M +60,356 New
CPIG
11
Chicago Partners Investment Group
Illinois
$3.18M +$811K +12,390 +32%
AWM
12
AE Wealth Management
Kansas
$1.63M +$889K +13,577 +107%
MFG
13
Mendota Financial Group
Wisconsin
$1.62M +$1.71M +26,184 New
WFA
14
WMG Financial Advisors
Tennessee
$1.24M +$85.1K +1,300 +7%
AFA
15
Arlington Financial Advisors
California
$1.21M -$18.1K -276 -1%
PL
16
Plancorp LLC
Missouri
$804K
EPW
17
Endeavor Private Wealth
Kansas
$790K +$175K +2,679 +27%
FFA
18
Farther Finance Advisors
California
$571K
GCA
19
Gradient Capital Advisors
California
$533K +$157K +2,403 +39%
JCM
20
Jacobi Capital Management
Pennsylvania
$492K +$520K +7,940 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$478K +$505K +7,715 New
MML Investors Services
22
MML Investors Services
Massachusetts
$444K +$469K +7,159 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$444K +$469K +7,159 New
EIA
24
Eldridge Investment Advisors
New Hampshire
$423K +$447K +6,824 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$340K +$359K +5,486 New

AVMC Hedge Fund Activity: Q1 2025 in Review

33 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Avantis US Mid Cap Equity ETF (AVMC) for Q1 2025, worth a combined $139M — up 20% from $115M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AVMC positions and 7 closed out — a net gain of 6 holders — while 14 added to existing stakes and 3 trimmed.

The largest buyer was HB Wealth Management, opening a new position worth an estimated $18.6M. The largest seller was Paragon Advisors, exiting entirely with an estimated $402K sold.

  • 33 institutional investors held Avantis US Mid Cap Equity ETF (AVMC) as of Q1 2025, up from 27 in Q4 2024.
  • Funds reported $139M of Avantis US Mid Cap Equity ETF stock for Q1 2025, up 20% quarter-over-quarter.
  • 13 funds opened new Avantis US Mid Cap Equity ETF positions in Q1 2025 and 7 closed out, a net change of +6 holders.
  • The largest Avantis US Mid Cap Equity ETF buyer in Q1 2025 was HB Wealth Management, an estimated $18.6M added.
  • The largest Avantis US Mid Cap Equity ETF seller in Q1 2025 was Paragon Advisors, an estimated $402K sold.

Based on aggregated 13F filings for Q1 2025.