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Avantis US Mid Cap Equity ETF

42 hedge funds and large institutions have $141M invested in Avantis US Mid Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

27% more funds holding

Funds holding: 3342 (+9)

1% more capital invested

Capital invested by funds: $139M → $141M (+$1.77M)

9.72% less ownership

Funds ownership: 89.02%79.3% (-9.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
42
Holders Change
+9
Holders Change %
+27.27%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
21
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
1
McIlrath & Eck
Washington
$45.4M +$1.81M +29,004 +4%
BFG
2
Berger Financial Group
Minnesota
$14.5M +$469K +7,521 +4%
CA
3
CGN Advisors
Kansas
$11.3M +$1.43M +22,952 +16%
HWM
4
HB Wealth Management
Georgia
$10.3M -$8.09M -129,765 -46%
EFP
5
Envision Financial Planning
Tennessee
$8.21M -$561K -8,989 -7%
American Century Companies
6
American Century Companies
Missouri
$7.85M +$510K +8,184 +7%
LPL Financial
7
LPL Financial
California
$6.34M +$1.08M +17,255 +22%
CPIG
8
Chicago Partners Investment Group
Illinois
$4.02M +$456K +7,310 +14%
AWM
9
AE Wealth Management
Kansas
$3.55M +$1.71M +27,422 +104%
PAWA
10
Palo Alto Wealth Advisors
California
$3.52M +$3.32M +53,170 New
KAS
11
Kestra Advisory Services
Texas
$3.28M -$675K -10,825 -18%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$2.58M -$7.86M -125,999 -76%
MFG
13
Mendota Financial Group
Wisconsin
$2.44M +$667K +10,695 +41%
EGWAG
14
Elwood & Goetz Wealth Advisory Group
Georgia
$2.22M +$2.09M +33,547 New
BW
15
Balance Wealth
Ohio
$2.15M +$2.03M +32,543 New
WFA
16
WMG Financial Advisors
Tennessee
$1.33M
EPW
17
Endeavor Private Wealth
Kansas
$1.17M +$303K +4,861 +38%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.12M +$709K +11,362 +207%
PL
19
Plancorp LLC
Missouri
$938K +$74.9K +1,200 +9%
GCA
20
Gradient Capital Advisors
California
$788K +$207K +3,317 +39%
MML Investors Services
21
MML Investors Services
Massachusetts
$771K +$280K +4,486 +63%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$771K +$280K +4,486 +63%
Citadel Advisors
23
Citadel Advisors
Florida
$710K +$669K +10,731 New
QCIG
24
Quad-Cities Investment Group
Iowa
$699K +$404K +6,480 +159%
JCM
25
Jacobi Capital Management
Pennsylvania
$697K +$161K +2,584 +33%

AVMC Hedge Fund Activity: Q2 2025 in Review

42 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Avantis US Mid Cap Equity ETF (AVMC) for Q2 2025, worth a combined $141M — up 1.3% from $139M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AVMC positions and 2 closed out — a net gain of 9 holders — while 21 added to existing stakes and 6 trimmed.

The largest buyer was Palo Alto Wealth Advisors, opening a new position worth an estimated $3.32M. The largest seller was Proathlete Wealth Management, exiting entirely with an estimated $9.15M sold.

  • 42 institutional investors held Avantis US Mid Cap Equity ETF (AVMC) as of Q2 2025, up from 33 in Q1 2025.
  • Funds reported $141M of Avantis US Mid Cap Equity ETF stock for Q2 2025, up 1.3% quarter-over-quarter.
  • 11 funds opened new Avantis US Mid Cap Equity ETF positions in Q2 2025 and 2 closed out, a net change of +9 holders.
  • The largest Avantis US Mid Cap Equity ETF buyer in Q2 2025 was Palo Alto Wealth Advisors, an estimated $3.32M added.
  • The largest Avantis US Mid Cap Equity ETF seller in Q2 2025 was Proathlete Wealth Management, an estimated $9.15M sold.

Based on aggregated 13F filings for Q2 2025.