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Avantis US Mid Cap Value ETF
AVMV

45 hedge funds and large institutions have $163M invested in Avantis US Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

42% more capital invested

Capital invested by funds: $115M → $163M (+$47.8M)

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

5% more funds holding

Funds holding: 43 → 45 (+2)

2.83% less ownership

Funds ownership: 79.82% → 76.99% (-2.8%)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% 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
10
Increased
26
Reduced
6
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EK
Evensky & Katz
Florida
+$24.5M
2
EA
Eclectic Associates
California
+$2.81M
3
MFT
Moisand Fitzgerald Tamayo
Florida
+$2.21M
4
PP
Prosperity Planning
Missouri
+$1.15M
5
Citadel Advisors
Citadel Advisors
Florida
+$814K

Top Sellers

Rank Fund Capital Flow
1
BIG
Brookwood Investment Group
Arizona
-$1.62M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$896K
3
EWA
Elevate Wealth Advisory
Georgia
-$429K
4
HP
Haven Private
Florida
-$351K
5
HA
Herold Advisors
New York
-$287K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$649K +$611K +9,921 New
WPC
27
Wedmont Private Capital
Pennsylvania
$612K +$112K +1,819 +25%
SI
28
Seeds Investor
New York
$526K +$495K +8,047 New
SRCM
29
Signature Resources Capital Management
California
$493K +$4.31K +70 +0.9%
SEA
30
Stegent Equity Advisors
Texas
$453K +$427K +6,933 New
KAS
31
Kestra Advisory Services
Texas
$444K +$71.4K +1,160 +21%
HA
32
Herold Advisors
New York
$439K -$287K -4,669 -41%
ASN
33
Advisory Services Network
Georgia
$404K +$20.9K +340 +6%
TSWM
34
Triangle Securities Wealth Management
North Carolina
$399K +$133K +2,159 +55%
PL
35
Plancorp LLC
Missouri
$380K +$65.2K +1,060 +22%
LA
36
LexAurum Advisors
Kansas
$368K -$3.2K -52 -0.9%
FPGK
37
Financial Partners Group (Kansas)
Kansas
$315K – – –
GRP
38
Global Retirement Partners
California
$218K +$205K +3,329 New
PA
39
Paragon Advisors
Texas
$204K +$192K +3,120 New
FWP
40
FAS Wealth Partners
Kansas
$51.9K +$34.1K +554 +231%
PTC
41
Private Trust Company
Ohio
$49K +$46.2K +750 New
IA
42
IFP Advisors
Florida
$42.2K – – –
MWA
43
Medallion Wealth Advisors
Connecticut
$35.1K +$32.6K +529 New
ME
44
McIlrath & Eck
Washington
$27.7K – – –
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$3.86K -$9.72K -158 -73%
NMG
46
New Millennium Group
Utah
$31 – – –
BIG
47
Brookwood Investment Group
Arizona
– -$1.62M -26,327 Closed
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
– -$896K -14,587 Closed
EWA
49
Elevate Wealth Advisory
Georgia
– -$429K -6,990 Closed
SFGP
50
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$48.7K -792 Closed
1
2
3

AVMV Hedge Fund Activity: Q2 2025 in Review

45 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Avantis US Mid Cap Value ETF (AVMV) for Q2 2025, worth a combined $163M — up 42% from $115M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AVMV positions and 8 closed out — a net gain of 2 holders — while 26 added to existing stakes and 6 trimmed.

The largest buyer was Evensky & Katz, adding an estimated $24.5M. The largest seller was Brookwood Investment Group, exiting entirely with an estimated $1.62M sold.

  • 45 institutional investors held Avantis US Mid Cap Value ETF (AVMV) as of Q2 2025, up from 43 in Q1 2025.
  • Funds reported $163M of Avantis US Mid Cap Value ETF stock for Q2 2025, up 42% quarter-over-quarter.
  • 10 funds opened new Avantis US Mid Cap Value ETF positions in Q2 2025 and 8 closed out, a net change of +2 holders.
  • The largest Avantis US Mid Cap Value ETF buyer in Q2 2025 was Evensky & Katz, an estimated $24.5M added.
  • The largest Avantis US Mid Cap Value ETF seller in Q2 2025 was Brookwood Investment Group, an estimated $1.62M sold.

Based on aggregated 13F filings for Q2 2025.