AVMV icon

Avantis US Mid Cap Value ETF
AVMV

Overview Fund Activity

44 hedge funds and large institutions have $160M invested in Avantis US Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
25
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EK
1
Evensky & Katz
Florida
$32.8M
2
EA
2
Eclectic Associates
California
$7.99M
3
MFT
3
Moisand Fitzgerald Tamayo
Florida
$28.1M
4
PP
4
Prosperity Planning
Missouri
$7.15M
5
Citadel Advisors
5
Citadel Advisors
Florida
$864K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$4.39K
2
BIG
2
Brookwood Investment Group
Arizona
$0
3
EWA
3
Elevate Wealth Advisory
Georgia
$0
4
HP
4
Haven Private
Florida
$1.32M
5
HA
5
Herold Advisors
New York
$439K
Name Market Value Shares Shares
Change 		Shares
Change %
EK
1
Evensky & Katz
Florida
$32.8M 501,567 +397,936 +384%
MFT
2
Moisand Fitzgerald Tamayo
Florida
$28.1M 429,561 +35,916 +9%
American Century Companies
3
American Century Companies
Missouri
$18.6M 284,917 +9,220 +3%
EW
4
Enzi Wealth
Texas
$9.29M 138,675 +1,101 +0.8%
WFA
5
WMG Financial Advisors
Tennessee
$9.11M 139,326 +6,605 +5%
EA
6
Eclectic Associates
California
$7.99M 122,162 +45,661 +60%
FMN
7
Financial Management Network
California
$7.38M 110,242 +9,951 +10%
PP
8
Prosperity Planning
Missouri
$7.15M 109,373 +18,672 +21%
LPL Financial
9
LPL Financial
California
$6.53M 99,934 -266 -0.3%
TFG
10
Team Financial Group
California
$5.51M 84,211 +9,241 +12%
QWM
11
Quadcap Wealth Management
Texas
$5.46M 83,553 +7,979 +11%
PPWP
12
Premier Path Wealth Partners
New Jersey
$2.37M 36,235 +719 +2%
FFA
13
Farther Finance Advisors
California
$1.98M 30,272 +6,535 +28%
CPIG
14
Chicago Partners Investment Group
Illinois
$1.56M 23,046 +2,399 +12%
FNBSF
15
First National Bank Sioux Falls
South Dakota
$1.5M 22,934 +3,366 +17%
RWM
16
Rialto Wealth Management
New York
$1.44M 22,043 +5,517 +33%
HP
17
Haven Private
Florida
$1.32M 20,265 -5,704 -22%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$1.01M 15,499 +9,589 +162%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$906K 13,863 +4,076 +42%
Goldman Sachs
20
Goldman Sachs
New York
$906K 13,854 +2,821 +26%
Citadel Advisors
21
Citadel Advisors
Florida
$864K 13,220 +13,220 New
Corient Private Wealth
22
Corient Private Wealth
Florida
$732K 11,191 +11,191 New
LCWP
23
Legacy Capital Wealth Partners
Arkansas
$689K 10,543 -115 -1%
PGFC
24
Peapack-Gladstone Financial Corp
New Jersey
$675K 10,319 +10,319 New
Jane Street
25
Jane Street
New York
$649K 9,921 +9,921 New
1
2 3