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Avantis US Mid Cap Value ETF

66 hedge funds and large institutions have $321M invested in Avantis US Mid Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

173% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 11

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

48% more capital invested

Capital invested by funds: $217M → $321M (+$104M)

25% more funds holding

Funds holding: 5366 (+13)

14.51% more ownership

Funds ownership: 80.78%95.29% (+15%)

Holders
66
Holders Change
+13
Holders Change %
+24.53%
% of All Funds
0.8%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
19
Increased
30
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.36M -$1.33M -19,230 -50%
PGFC
27
Peapack-Gladstone Financial Corp
New Jersey
$1.36M +$343K +4,949 +35%
NWS
28
Nvest Wealth Strategies
Ohio
$1.04M +$1.01M +14,560 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$967K -$307K -4,430 -25%
HA
30
Herold Advisors
New York
$903K -$16.1K -232 -2%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$869K +$847K +12,202 New
LCWP
32
Legacy Capital Wealth Partners
Arkansas
$857K -$1.25K -18 -0.1%
WPC
33
Wedmont Private Capital
Pennsylvania
$673K +$2.15K +31 +0.3%
KAS
34
Kestra Advisory Services
Texas
$671K +$65.4K +943 +11%
BPA
35
Beacon Pointe Advisors
California
$545K +$531K +7,650 New
PFWA
36
Paces Ferry Wealth Advisors
Georgia
$485K +$473K +6,816 New
SRCM
37
Signature Resources Capital Management
California
$473K -$39.8K -574 -8%
PA
38
ProCore Advisors
California
$460K +$449K +6,465 New
SC
39
Savant Capital
Illinois
$453K
Citadel Advisors
40
Citadel Advisors
Florida
$450K +$439K +6,323 New
PL
41
Plancorp LLC
Missouri
$449K +$34.7K +500 +9%
GRP
42
Global Retirement Partners
California
$426K +$41.9K +604 +11%
SI
43
Seeds Investor
New York
$366K -$166K -2,398 -32%
PAG
44
Private Advisor Group
New Jersey
$359K -$18.7K -270 -5%
EH
45
Equitable Holdings
New York
$334K +$326K +4,693 New
ASN
46
Advisory Services Network
Georgia
$317K -$135K -1,949 -30%
SEA
47
Stegent Equity Advisors
Texas
$303K -$180K -2,595 -38%
CAL
48
Capital Analysts LLC
Pennsylvania
$293K +$286K +4,115 New
GIA
49
Gladstone Institutional Advisory
Florida
$280K +$273K +3,934 New
PA
50
Paragon Advisors
Texas
$265K +$41.4K +596 +19%

AVMV Hedge Fund Activity: Q4 2025 in Review

66 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Avantis US Mid Cap Value ETF (AVMV) for Q4 2025, worth a combined $321M — up 48% from $217M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AVMV positions and 5 closed out — a net gain of 14 holders — while 30 added to existing stakes and 11 trimmed.

The largest buyer was Enzi Wealth, adding an estimated $34.2M. The largest seller was Osaic Holdings, cutting an estimated $1.33M.

  • 66 institutional investors held Avantis US Mid Cap Value ETF (AVMV) as of Q4 2025, up from 53 in Q3 2025.
  • Funds reported $321M of Avantis US Mid Cap Value ETF stock for Q4 2025, up 48% quarter-over-quarter.
  • 19 funds opened new Avantis US Mid Cap Value ETF positions in Q4 2025 and 5 closed out, a net change of +14 holders.
  • The largest Avantis US Mid Cap Value ETF buyer in Q4 2025 was Enzi Wealth, an estimated $34.2M added.
  • The largest Avantis US Mid Cap Value ETF seller in Q4 2025 was Osaic Holdings, an estimated $1.33M sold.

Based on aggregated 13F filings for Q4 2025.