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Avantis US Mid Cap Value ETF

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 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WPC
26
Wedmont Private Capital
Pennsylvania
$612K +$122K +1,819 +25%
SI
27
Seeds Investor
New York
$526K +$526K +8,047 New
SRCM
28
Signature Resources Capital Management
California
$493K +$4.58K +70 +0.9%
SEA
29
Stegent Equity Advisors
Texas
$453K +$453K +6,933 New
KAS
30
Kestra Advisory Services
Texas
$444K +$75.8K +1,160 +21%
HA
31
Herold Advisors
New York
$439K -$305K -4,669 -41%
ASN
32
Advisory Services Network
Georgia
$404K +$22.6K +340 +6%
TSWM
33
Triangle Securities Wealth Management
North Carolina
$399K +$141K +2,159 +55%
PL
34
Plancorp LLC
Missouri
$380K +$69.3K +1,060 +22%
LA
35
LexAurum Advisors
Kansas
$368K -$3.4K -52 -0.9%
FPGK
36
Financial Partners Group (Kansas)
Kansas
$315K
GRP
37
Global Retirement Partners
California
$218K +$218K +3,329 New
PA
38
Paragon Advisors
Texas
$204K +$204K +3,120 New
FWP
39
FAS Wealth Partners
Kansas
$51.9K +$36.2K +554 +231%
PTC
40
Private Trust Company
Ohio
$49K +$49K +750 New
IA
41
IFP Advisors
Florida
$42.2K
ME
42
McIlrath & Eck
Washington
$27.7K
Osaic Holdings
43
Osaic Holdings
Arizona
$4.39K -$2.26M -34,457 -100%
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$3.86K -$10.3K -158 -73%
NMG
45
New Millennium Group
Utah
$31
BIG
46
Brookwood Investment Group
Arizona
-$1.62M -26,327 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
-$896K -14,587 Closed
EWA
48
Elevate Wealth Advisory
Georgia
-$429K -6,990 Closed
SFG
49
Stonebridge Financial Group
Pennsylvania
-$48.7K -792 Closed
Morgan Stanley
50
Morgan Stanley
New York
-$34.5K -561 Closed