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Avantis US Mid Cap Equity ETF

42 hedge funds and large institutions have $167M invested in Avantis US Mid Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

19% more capital invested

Capital invested by funds: $141M → $167M (+$26.2M)

0.75% more ownership

Funds ownership: 79.3%80.05% (+0.75%)

0% more funds holding

Funds holding: 4242 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
23
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
1
McIlrath & Eck
Washington
$49.5M +$1.72M +25,241 +4%
EGWAG
2
Elwood & Goetz Wealth Advisory Group
Georgia
$24M +$21.3M +311,897 +930%
BFG
3
Berger Financial Group
Minnesota
$15.4M +$122K +1,779 +0.8%
CA
4
CGN Advisors
Kansas
$12.2M +$357K +5,231 +3%
EFP
5
Envision Financial Planning
Tennessee
$9.2M +$559K +8,177 +7%
American Century Companies
6
American Century Companies
Missouri
$8.81M +$542K +7,934 +7%
LPL Financial
7
LPL Financial
California
$6.78M +$114K +1,669 +2%
AWM
8
AE Wealth Management
Kansas
$5.13M +$1.37M +20,097 +37%
PAWA
9
Palo Alto Wealth Advisors
California
$4.79M +$1.06M +15,480 +29%
CPIG
10
Chicago Partners Investment Group
Illinois
$4.3M +$208K +3,048 +5%
KAS
11
Kestra Advisory Services
Texas
$3.51M +$64.4K +943 +2%
MFG
12
Mendota Financial Group
Wisconsin
$3.19M +$616K +9,017 +24%
LA
13
LexAurum Advisors
Kansas
$2.79M +$2.13M +31,214 +352%
HWM
14
HB Wealth Management
Georgia
$2.48M -$8.16M -119,434 -77%
SF
15
Summit Financial
New Jersey
$1.46M +$1.44M +21,045 New
WFA
16
WMG Financial Advisors
Tennessee
$1.4M
EPW
17
Endeavor Private Wealth
Kansas
$1.32M +$95.5K +1,397 +8%
GCA
18
Gradient Capital Advisors
California
$1.07M +$240K +3,512 +29%
PL
19
Plancorp LLC
Missouri
$986K
QCIG
20
Quad-Cities Investment Group
Iowa
$934K +$196K +2,864 +27%
JCM
21
Jacobi Capital Management
Pennsylvania
$904K +$168K +2,465 +23%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$877K +$65.3K +955 +8%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$865K -$1.82M -26,569 -68%
MML Investors Services
24
MML Investors Services
Massachusetts
$834K +$23.7K +347 +3%
CIAS
25
CFS Investment Advisory Services
New Jersey
$781K +$535K +7,832 +234%