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Avantis US Mid Cap Value ETF

27 hedge funds and large institutions have $84.6M invested in Avantis US Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

35% more funds holding

Funds holding: 2027 (+7)

26% more capital invested

Capital invested by funds: $67M → $84.6M (+$17.6M)

2.69% less ownership

Funds ownership: 85.18%82.49% (-2.7%)

Holders
27
Holders Change
+7
Holders Change %
+35%
% of All Funds
0.36%
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
12
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$3.26K +$3.35K +50 New
OSAM
27
O'Shaughnessy Asset Management
Connecticut
$2.81K +$2.88K +43 New
PAG
28
Private Advisor Group
New Jersey
-$578K -8,998 Closed
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
-$289K -4,498 Closed

AVMV Hedge Fund Activity: Q4 2024 in Review

27 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis US Mid Cap Value ETF (AVMV) for Q4 2024, worth a combined $84.6M — up 26% from $67M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AVMV positions and 2 closed out — a net gain of 7 holders — while 12 added to existing stakes and 3 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $4.04M. The largest seller was Private Advisor Group, exiting entirely with an estimated $578K sold.

  • 27 institutional investors held Avantis US Mid Cap Value ETF (AVMV) as of Q4 2024, up from 20 in Q3 2024.
  • Funds reported $84.6M of Avantis US Mid Cap Value ETF stock for Q4 2024, up 26% quarter-over-quarter.
  • 9 funds opened new Avantis US Mid Cap Value ETF positions in Q4 2024 and 2 closed out, a net change of +7 holders.
  • The largest Avantis US Mid Cap Value ETF buyer in Q4 2024 was LPL Financial, an estimated $4.04M added.
  • The largest Avantis US Mid Cap Value ETF seller in Q4 2024 was Private Advisor Group, an estimated $578K sold.

Based on aggregated 13F filings for Q4 2024.