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Avantis US Mid Cap Equity ETF

64 hedge funds and large institutions have $276M invested in Avantis US Mid Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

167% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 12

29% more capital invested

Capital invested by funds: $214M → $276M (+$61.6M)

23% more funds holding

Funds holding: 5264 (+12)

4.56% more ownership

Funds ownership: 84.14%88.69% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
64
Holders Change
+12
Holders Change %
+23.08%
% of All Funds
0.79%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
32
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
1
McIlrath & Eck
Washington
$55.1M +$1.38M +18,674 +3%
EGWAG
2
Elwood & Goetz Wealth Advisory Group
Georgia
$30.3M +$1.89M +25,556 +6%
BFG
3
Berger Financial Group
Minnesota
$17.6M +$1.03M +13,953 +6%
WMP
4
Wealth Management Partners
Arizona
$15.7M +$1.08M +14,579 +7%
NA
5
Networth Advisors
Pennsylvania
$12.9M +$451K +6,097 +4%
CA
6
CGN Advisors
Kansas
$12M -$172K -2,332 -1%
TFO
7
Tarbox Family Office
California
$11.6M +$11.9M +160,661 New
American Century Companies
8
American Century Companies
Missouri
$11.5M +$1.36M +18,425 +13%
EFP
9
Envision Financial Planning
Tennessee
$10.2M +$260K +3,524 +3%
LPL Financial
10
LPL Financial
California
$8.82M +$1.82M +24,671 +25%
HighTower Advisors
11
HighTower Advisors
Illinois
$8.66M +$5.82M +78,754 +192%
IAA
12
Independent Advisor Alliance
North Carolina
$8.37M +$8.56M +115,855 New
AWM
13
AE Wealth Management
Kansas
$8.17M +$976K +13,209 +13%
TPW
14
Tiller Private Wealth
Pennsylvania
$7.62M +$307K +4,159 +4%
CPIG
15
Chicago Partners Investment Group
Illinois
$5.22M +$327K +4,419 +7%
MFG
16
Mendota Financial Group
Wisconsin
$4.95M +$337K +4,557 +7%
KAS
17
Kestra Advisory Services
Texas
$3.77M +$72K +974 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.49M +$3.57M +48,353 New
P
19
&Partners
Tennessee
$3.48M +$3.56M +48,143 New
LA
20
LexAurum Advisors
Kansas
$3.14M +$3.21M +43,432 New
CIAS
21
CFS Investment Advisory Services
New Jersey
$2.91M +$1.4M +18,905 +100%
HWM
22
HB Wealth Management
Georgia
$2.46M -$66.3K -897 -3%
EPW
23
Endeavor Private Wealth
Kansas
$1.84M +$365K +4,936 +24%
SF
24
Summit Financial
New Jersey
$1.83M +$126K +1,703 +7%
QCIG
25
Quad-Cities Investment Group
Iowa
$1.77M +$420K +5,681 +30%