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Avantis US Mid Cap Value ETF

77 hedge funds and large institutions have $433M invested in Avantis US Mid Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNBSF
26
First National Bank Sioux Falls
South Dakota
$2.82M
PPWP
27
Premier Path Wealth Partners
New Jersey
$2.36M
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$2.32M
CPIG
29
Chicago Partners Investment Group
Illinois
$2.28M
PGFC
30
Peapack-Gladstone Financial Corp
New Jersey
$2.16M
HP
31
Haven Private
Florida
$1.67M
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.28M
Osaic Holdings
33
Osaic Holdings
Arizona
$1.2M
AFG
34
Allegheny Financial Group
Pennsylvania
$1.18M
NWS
35
Nvest Wealth Strategies
Ohio
$1.1M
HA
36
Herold Advisors
New York
$1.08M
MFWP
37
Mosaic Family Wealth Partners
Missouri
$1M
LCWP
38
Legacy Capital Wealth Partners
Arkansas
$889K
KAS
39
Kestra Advisory Services
Texas
$868K
CAL
40
Capital Analysts LLC
Pennsylvania
$845K
WPC
41
Wedmont Private Capital
Pennsylvania
$701K
BPA
42
Beacon Pointe Advisors
California
$631K
DWM
43
Diversify Wealth Management
Utah
$623K
SI
44
Seeds Investor
New York
$549K
PFWA
45
Paces Ferry Wealth Advisors
Georgia
$513K
GIA
46
Guyasuta Investment Advisors
Pennsylvania
$511K
PL
47
Plancorp LLC
Missouri
$510K
SC
48
Savant Capital
Illinois
$472K
PA
49
ProCore Advisors
California
$464K
SRCM
50
Signature Resources Capital Management
California
$461K