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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 %
WPC
26
Wedmont Private Capital
Pennsylvania
$612K 9,161 +1,819 +25%
SI
27
Seeds Investor
New York
$526K 8,047 +8,047 New
SRCM
28
Signature Resources Capital Management
California
$493K 7,533 +70 +0.9%
SEA
29
Stegent Equity Advisors
Texas
$453K 6,933 +6,933 New
KAS
30
Kestra Advisory Services
Texas
$444K 6,789 +1,160 +21%
HA
31
Herold Advisors
New York
$439K 6,712 -4,669 -41%
ASN
32
Advisory Services Network
Georgia
$404K 6,085 +340 +6%
TSWM
33
Triangle Securities Wealth Management
North Carolina
$399K 6,109 +2,159 +55%
PL
34
Plancorp LLC
Missouri
$380K 5,810 +1,060 +22%
LA
35
LexAurum Advisors
Kansas
$368K 5,622 -52 -0.9%
FPGK
36
Financial Partners Group (Kansas)
Kansas
$315K 4,813 – –
GRP
37
Global Retirement Partners
California
$218K 3,329 +3,329 New
PA
38
Paragon Advisors
Texas
$204K 3,120 +3,120 New
FWP
39
FAS Wealth Partners
Kansas
$51.9K 794 +554 +231%
PTC
40
Private Trust Company
Ohio
$49K 750 +750 New
IA
41
IFP Advisors
Florida
$42.2K 646 – –
ME
42
McIlrath & Eck
Washington
$27.7K 423 – –
Osaic Holdings
43
Osaic Holdings
Arizona
$4.39K 67 -34,457 -100%
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$3.86K 59 -158 -73%
NMG
45
New Millennium Group
Utah
– – – –
BIG
46
Brookwood Investment Group
Arizona
– – -26,327 Closed
EWA
47
Elevate Wealth Advisory
Georgia
– – -6,990 Closed
SFG
48
Stonebridge Financial Group
Pennsylvania
– – -792 Closed
Morgan Stanley
49
Morgan Stanley
New York
– – -561 Closed
CCM
50
Cloud Capital Management
Washington
– – -432 Closed
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