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Avantis US Mid Cap Value ETF

51 hedge funds and large institutions have $217M invested in Avantis US Mid Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EK
1
Evensky & Katz
Florida
$48M
MFT
2
Moisand Fitzgerald Tamayo
Florida
$29.9M
American Century Companies
3
American Century Companies
Missouri
$21.1M
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$15M
EA
5
Eclectic Associates
California
$11.6M
WFA
6
WMG Financial Advisors
Tennessee
$9.49M
EW
7
Enzi Wealth
Texas
$9.46M
PP
8
Prosperity Planning
Missouri
$8.44M
FMN
9
Financial Management Network
California
$8.06M
LPL Financial
10
LPL Financial
California
$7.12M
QWM
11
Quadcap Wealth Management
Texas
$6.07M
TFG
12
Team Financial Group
California
$5.93M
RWM
13
Rialto Wealth Management
New York
$4.34M
MWM
14
Maridea Wealth Management
New York
$3.32M
FFA
15
Farther Finance Advisors
California
$3.25M
PPWP
16
Premier Path Wealth Partners
New Jersey
$2.67M
Osaic Holdings
17
Osaic Holdings
Arizona
$2.65M
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.03M
FNBSF
19
First National Bank Sioux Falls
South Dakota
$1.89M
CPIG
20
Chicago Partners Investment Group
Illinois
$1.72M
HP
21
Haven Private
Florida
$1.49M
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.24M
Corient Private Wealth
23
Corient Private Wealth
Florida
$1.11M
PGFC
24
Peapack-Gladstone Financial Corp
New Jersey
$972K
HA
25
Herold Advisors
New York
$889K