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Avantis US Mid Cap Value ETF
AVMV

53 hedge funds and large institutions have $217M invested in Avantis US Mid Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

275% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 8

33% more capital invested

Capital invested by funds: $163M → $217M (+$54.3M)

18% more funds holding

Funds holding: 45 → 53 (+8)

3.78% more ownership

Funds ownership: 76.99% → 80.78% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
30
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$14.8M
2
EK
Evensky & Katz
Florida
+$13.3M
3
MWM
Maridea Wealth Management
New York
+$3.3M
4
EA
Eclectic Associates
California
+$3.13M
5
RWM
Rialto Wealth Management
New York
+$2.78M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$864K
2
Jane Street
Jane Street
New York
-$649K
3
Goldman Sachs
Goldman Sachs
New York
-$117K
4
WFA
WMG Financial Advisors
Tennessee
-$106K
5
FPGK
Financial Partners Group (Kansas)
Kansas
-$82.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
26
FineMark National Bank & Trust
Florida
$870K +$858K +12,633 New
Goldman Sachs
27
Goldman Sachs
New York
$836K -$117K -1,719 -12%
LCWP
28
Legacy Capital Wealth Partners
Arkansas
$830K +$102K +1,505 +14%
WPC
29
Wedmont Private Capital
Pennsylvania
$632K +$1.56K +23 +0.3%
KAS
30
Kestra Advisory Services
Texas
$584K +$115K +1,690 +25%
SI
31
Seeds Investor
New York
$519K -$34.6K -510 -6%
SRCM
32
Signature Resources Capital Management
California
$497K -$21.4K -315 -4%
TSWM
33
Triangle Securities Wealth Management
North Carolina
$486K +$64.5K +950 +16%
SEA
34
Stegent Equity Advisors
Texas
$472K -$5.57K -82 -1%
ASN
35
Advisory Services Network
Georgia
$441K +$21.7K +320 +5%
SC
36
Savant Capital
Illinois
$438K +$432K +6,359 New
LA
37
LexAurum Advisors
Kansas
$419K +$31.3K +461 +8%
PL
38
Plancorp LLC
Missouri
$400K – – –
GRP
39
Global Retirement Partners
California
$370K +$139K +2,044 +61%
PAG
40
Private Advisor Group
New Jersey
$366K +$360K +5,306 New
FPGK
41
Financial Partners Group (Kansas)
Kansas
$248K -$82.4K -1,213 -25%
PA
42
Paragon Advisors
Texas
$215K – – –
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$90.3K +$85K +1,252 +2,122%
CCM
44
Cloud Capital Management
Washington
$80K +$79.7K +1,173 New
FWP
45
FAS Wealth Partners
Kansas
$54.8K +$136 +2 +0.3%
PTC
46
Private Trust Company
Ohio
$51.7K – – –
IA
47
IFP Advisors
Florida
$43.4K -$1.09K -16 -2%
MWA
48
Medallion Wealth Advisors
Connecticut
$36.4K – – –
UBS Group
49
UBS Group
Switzerland
$29.3K +$28.9K +425 New
ME
50
McIlrath & Eck
Washington
$29.1K – – –
1
2
3

AVMV Hedge Fund Activity: Q3 2025 in Review

53 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Avantis US Mid Cap Value ETF (AVMV) for Q3 2025, worth a combined $217M — up 33% from $163M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AVMV positions and 2 closed out — a net gain of 8 holders — while 30 added to existing stakes and 8 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $14.8M. The largest seller was Citadel Advisors, exiting entirely with an estimated $864K sold.

  • 53 institutional investors held Avantis US Mid Cap Value ETF (AVMV) as of Q3 2025, up from 45 in Q2 2025.
  • Funds reported $217M of Avantis US Mid Cap Value ETF stock for Q3 2025, up 33% quarter-over-quarter.
  • 10 funds opened new Avantis US Mid Cap Value ETF positions in Q3 2025 and 2 closed out, a net change of +8 holders.
  • The largest Avantis US Mid Cap Value ETF buyer in Q3 2025 was Northwestern Mutual Wealth Management, an estimated $14.8M added.
  • The largest Avantis US Mid Cap Value ETF seller in Q3 2025 was Citadel Advisors, an estimated $864K sold.

Based on aggregated 13F filings for Q3 2025.