We are live on ! Find out more
AVMV icon

Avantis US Mid Cap Value ETF

78 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, 40 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

344% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 9

35% more capital invested

Capital invested by funds: $321M → $433M (+$112M)

18% more funds holding

Funds holding: 6678 (+12)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9.57% less ownership

Funds ownership: 95.29%85.72% (-9.6%)

Holders
78
Holders Change
+12
Holders Change %
+18.18%
% of All Funds
0.96%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
40
Reduced
9
Closed
3
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 +$482K +6,427 +21%
PPWP
27
Premier Path Wealth Partners
New Jersey
$2.36M -$367K -4,889 -13%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$2.32M +$1.33M +17,672 +130%
CPIG
29
Chicago Partners Investment Group
Illinois
$2.28M +$181K +2,415 +9%
PGFC
30
Peapack-Gladstone Financial Corp
New Jersey
$2.16M +$758K +10,093 +53%
HP
31
Haven Private
Florida
$1.67M +$31.4K +419 +2%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.28M +$383K +5,102 +42%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.2M -$214K -2,854 -15%
AFG
34
Allegheny Financial Group
Pennsylvania
$1.18M +$1.2M +15,938 New
NWS
35
Nvest Wealth Strategies
Ohio
$1.1M +$22.6K +301 +2%
HA
36
Herold Advisors
New York
$1.08M +$143K +1,901 +15%
MFWP
37
Mosaic Family Wealth Partners
Missouri
$1M +$1.01M +13,484 New
LCWP
38
Legacy Capital Wealth Partners
Arkansas
$889K -$3.6K -48 -0.4%
KAS
39
Kestra Advisory Services
Texas
$868K +$171K +2,281 +24%
CAL
40
Capital Analysts LLC
Pennsylvania
$845K +$546K +7,276 +177%
WPC
41
Wedmont Private Capital
Pennsylvania
$701K
BPA
42
Beacon Pointe Advisors
California
$631K +$64.5K +859 +11%
DWM
43
Diversify Wealth Management
Utah
$623K +$602K +8,020 New
SI
44
Seeds Investor
New York
$549K +$152K +2,025 +39%
PFWA
45
Paces Ferry Wealth Advisors
Georgia
$513K +$7.88K +105 +2%
GIA
46
Guyasuta Investment Advisors
Pennsylvania
$511K +$517K +6,886 New
PL
47
Plancorp LLC
Missouri
$510K +$31.5K +420 +7%
SC
48
Savant Capital
Illinois
$472K
PA
49
ProCore Advisors
California
$464K -$15.3K -204 -3%
SRCM
50
Signature Resources Capital Management
California
$461K -$32.6K -435 -7%