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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
EH
51
Equitable Holdings
New York
$406K +$75.6K +1,007 +21%
GIA
52
Gladstone Institutional Advisory
Florida
$387K +$95.9K +1,278 +32%
LA
53
LexAurum Advisors
Kansas
$372K +$376K +5,010 New
PAG
54
Private Advisor Group
New Jersey
$346K -$27.5K -366 -7%
SEA
55
Stegent Equity Advisors
Texas
$316K
Jane Street
56
Jane Street
New York
$297K +$300K +4,003 New
PA
57
Paragon Advisors
Texas
$276K
PA
58
PFG Advisors
Arizona
$252K +$255K +3,392 New
HIA
59
Harbor Investment Advisory
Maryland
$204K +$116K +1,551 +129%
JP Morgan Chase
60
JP Morgan Chase
New York
$150K +$155K +2,062 New
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$144K +$18.8K +250 +15%
Wells Fargo
62
Wells Fargo
California
$127K +$129K +1,717 New
MCM
63
MAI Capital Management
Ohio
$71.5K +$50.3K +670 +228%
FWP
64
FAS Wealth Partners
Kansas
$59.4K +$150 +2 +0.3%
PTC
65
Private Trust Company
Ohio
$55.6K
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$47.1K +$47.7K +635 New
IA
67
IFP Advisors
Florida
$45.9K -$826 -11 -2%
RF
68
Rossby Financial
Florida
$42.6K +$35K +466 +431%
MWA
69
Medallion Wealth Advisors
Connecticut
$39.2K
ME
70
McIlrath & Eck
Washington
$31.4K
1IA
71
1620 Investment Advisors
Massachusetts
$11.9K
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$9K +$9.01K +120 New
ASN
73
Advisory Services Network
Georgia
$8.16K -$326K -4,346 -98%
AF
74
Allworth Financial
California
$3.71K
CFD
75
Creative Financial Designs
Indiana
$2.23K

AVMV Hedge Fund Activity: Q1 2026 in Review

78 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Avantis US Mid Cap Value ETF (AVMV) for Q1 2026, worth a combined $433M — up 35% from $321M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AVMV positions and 3 closed out — a net gain of 14 holders — while 40 added to existing stakes and 9 trimmed.

The largest buyer was Falcon Wealth Planning, opening a new position worth an estimated $23.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $450K sold.

  • 78 institutional investors held Avantis US Mid Cap Value ETF (AVMV) as of Q1 2026, up from 66 in Q4 2025.
  • Funds reported $433M of Avantis US Mid Cap Value ETF stock for Q1 2026, up 35% quarter-over-quarter.
  • 17 funds opened new Avantis US Mid Cap Value ETF positions in Q1 2026 and 3 closed out, a net change of +14 holders.
  • The largest Avantis US Mid Cap Value ETF buyer in Q1 2026 was Falcon Wealth Planning, an estimated $23.9M added.
  • The largest Avantis US Mid Cap Value ETF seller in Q1 2026 was Citadel Advisors, an estimated $450K sold.

Based on aggregated 13F filings for Q1 2026.