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Avantis US Mid Cap Value ETF
AVMV

Overview Fund Activity

43 hedge funds and large institutions have $115M invested in Avantis US Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+16
Holders Change %
+59.26%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
18
Increased
21
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EK
Evensky & Katz
Florida
+$6.12M
2
QWM
Quadcap Wealth Management
Texas
+$4.64M
3
LPL Financial
LPL Financial
California
+$2.44M
4
EA
Eclectic Associates
California
+$2.44M
5
American Century Companies
American Century Companies
Missouri
+$2.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$422K
2
PA
Paragon Advisors
Texas
-$204K
3
LA
LexAurum Advisors
Kansas
-$17.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
26
Elevate Wealth Advisory
Georgia
$429K +$429K +6,990 New
WPC
27
Wedmont Private Capital
Pennsylvania
$417K +$417K +7,342 New
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$363K +$363K +5,910 New
ASN
29
Advisory Services Network
Georgia
$353K +$353K +5,745 New
LA
30
LexAurum Advisors
Kansas
$349K -$17.2K -280 -5%
KAS
31
Kestra Advisory Services
Texas
$346K +$121K +1,967 +54%
FPGK
32
Financial Partners Group (Kansas)
Kansas
$296K +$296K +4,813 New
PL
33
Plancorp LLC
Missouri
$292K – – –
TSWM
34
Triangle Securities Wealth Management
North Carolina
$243K +$243K +3,950 New
SFG
35
Stonebridge Financial Group
Pennsylvania
$48.7K +$48.7K +792 New
IA
36
IFP Advisors
Florida
$39.7K – – –
Morgan Stanley
37
Morgan Stanley
New York
$34.5K +$34.5K +561 New
CCM
38
Cloud Capital Management
Washington
$26K +$26K +432 New
ME
39
McIlrath & Eck
Washington
$26K – – –
UBS Group
40
UBS Group
Switzerland
$19.7K +$19.7K +321 New
FWP
41
FAS Wealth Partners
Kansas
$14.8K +$62 +1 +0.4%
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$13.3K +$10.7K +174 +405%
Simplex Trading
43
Simplex Trading
Illinois
$7K +$7K +118 New
Citadel Advisors
44
Citadel Advisors
Florida
– -$422K -6,458 Closed
PA
45
Paragon Advisors
Texas
– -$204K -3,120 Closed
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