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Avantis US Mid Cap Equity ETF

52 hedge funds and large institutions have $214M invested in Avantis US Mid Cap Equity ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

243% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 7

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

28% more capital invested

Capital invested by funds: $167M → $214M (+$47.1M)

24% more funds holding

Funds holding: 4252 (+10)

4.09% more ownership

Funds ownership: 80.05%84.14% (+4.1%)

Holders
52
Holders Change
+10
Holders Change %
+23.81%
% of All Funds
0.63%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
24
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
1
McIlrath & Eck
Washington
$52.6M +$2.33M +33,404 +5%
EGWAG
2
Elwood & Goetz Wealth Advisory Group
Georgia
$27.8M +$3.39M +48,573 +14%
BFG
3
Berger Financial Group
Minnesota
$16.3M +$653K +9,353 +4%
WMP
4
Wealth Management Partners
Arizona
$14.3M +$13.4M +192,575 +1,925%
NA
5
Networth Advisors
Pennsylvania
$12.2M +$12M +172,188 New
CA
6
CGN Advisors
Kansas
$11.9M -$520K -7,451 -4%
American Century Companies
7
American Century Companies
Missouri
$9.97M +$1.02M +14,571 +12%
EFP
8
Envision Financial Planning
Tennessee
$9.74M +$398K +5,705 +4%
TPW
9
Tiller Private Wealth
Pennsylvania
$7.16M +$7.07M +101,374 New
AWM
10
AE Wealth Management
Kansas
$7.06M +$1.82M +26,096 +35%
LPL Financial
11
LPL Financial
California
$6.88M -$279 -4 -0%
CPIG
12
Chicago Partners Investment Group
Illinois
$4.67M +$97.1K +1,392 +2%
MFG
13
Mendota Financial Group
Wisconsin
$4.52M +$1.26M +18,052 +39%
KAS
14
Kestra Advisory Services
Texas
$3.62M +$49.8K +713 +1%
HighTower Advisors
15
HighTower Advisors
Illinois
$2.9M +$2.87M +41,086 New
HWM
16
HB Wealth Management
Georgia
$2.47M -$45.2K -647 -2%
SF
17
Summit Financial
New Jersey
$1.67M +$184K +2,631 +13%
EPW
18
Endeavor Private Wealth
Kansas
$1.45M +$103K +1,475 +8%
GCA
19
Gradient Capital Advisors
California
$1.42M +$327K +4,684 +30%
WFA
20
WMG Financial Advisors
Tennessee
$1.36M -$52.3K -750 -4%
QCIG
21
Quad-Cities Investment Group
Iowa
$1.33M +$379K +5,431 +40%
CIAS
22
CFS Investment Advisory Services
New Jersey
$1.33M +$535K +7,662 +69%
MWM
23
Madrid Wealth Management
New Mexico
$1.3M +$1.28M +18,383 New
PL
24
Plancorp LLC
Missouri
$1.04M +$34.9K +500 +4%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$918K +$907K +13,002 New