Avantis US Mid Cap Value ETF
AVMV
45 hedge funds and large institutions have $163M invested in Avantis US Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 6 reducing their positions, and 8 closing their positions.
333% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
42% more capital invested
Capital invested by funds: $115M → $163M (+$47.8M)
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
5% more funds holding
Funds holding: 43 → 45 (+2)
2.83% less ownership
Funds ownership: 79.82% → 76.99% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EK
Evensky & Katz
Coral Gables,
Florida
|
+$24.5M |
| 2 |
EA
Eclectic Associates
Fullerton,
California
|
+$2.81M |
| 3 |
MFT
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
+$2.21M |
| 4 |
PP
Prosperity Planning
Kansas City,
Missouri
|
+$1.15M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$814K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIG
Brookwood Investment Group
Phoenix,
Arizona
|
-$1.62M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$896K |
| 3 |
EWA
Elevate Wealth Advisory
Athens,
Georgia
|
-$429K |
| 4 |
HP
Haven Private
Orlando,
Florida
|
-$351K |
| 5 |
HA
Herold Advisors
New York
|
-$287K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Morgan Stanley
New York
| – | -$34.5K | -561 | Closed |
|
|
CCM
52
Cloud Capital Management
Seattle,
Washington
| – | -$26K | -432 | Closed |
|
53
UBS Group
Zurich,
Switzerland
| – | -$19.7K | -321 | Closed |
|
54
Simplex Trading
Chicago,
Illinois
| – | -$7K | -118 | Closed |
|
AVMV Hedge Fund Activity: Q2 2025 in Review
45 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Avantis US Mid Cap Value ETF (AVMV) for Q2 2025, worth a combined $163M — up 42% from $115M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new AVMV positions and 8 closed out — a net gain of 2 holders — while 26 added to existing stakes and 6 trimmed.
The largest buyer was Evensky & Katz, adding an estimated $24.5M. The largest seller was Brookwood Investment Group, exiting entirely with an estimated $1.62M sold.
- 45 institutional investors held Avantis US Mid Cap Value ETF (AVMV) as of Q2 2025, up from 43 in Q1 2025.
- Funds reported $163M of Avantis US Mid Cap Value ETF stock for Q2 2025, up 42% quarter-over-quarter.
- 10 funds opened new Avantis US Mid Cap Value ETF positions in Q2 2025 and 8 closed out, a net change of +2 holders.
- The largest Avantis US Mid Cap Value ETF buyer in Q2 2025 was Evensky & Katz, an estimated $24.5M added.
- The largest Avantis US Mid Cap Value ETF seller in Q2 2025 was Brookwood Investment Group, an estimated $1.62M sold.
Based on aggregated 13F filings for Q2 2025.