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Avantis US Mid Cap Value ETF
AVMV

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: 2 → 5 (+3)

48% more capital invested

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

25% more funds holding

Funds holding: 53 → 66 (+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
–

Top Buyers

1
EW
Enzi Wealth
Texas
+$34.2M
2
EA
Eclectic Associates
California
+$7.94M
3
FNBT
FineMark National Bank & Trust
Florida
+$4.81M
4
American Century Companies
American Century Companies
Missouri
+$3.38M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$3.16M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.33M
2
Goldman Sachs
Goldman Sachs
New York
-$836K
3
LPL Financial
LPL Financial
California
-$552K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$307K
5
FPGK
Financial Partners Group (Kansas)
Kansas
-$248K
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
51
O'Shaughnessy Asset Management
Connecticut
$120K +$26.2K +378 +29%
HIA
52
Harbor Investment Advisory
Maryland
$85.4K +$83.3K +1,200 New
FWP
53
FAS Wealth Partners
Kansas
$56.8K +$139 +2 +0.3%
PTC
54
Private Trust Company
Ohio
$53.4K – – –
IA
55
IFP Advisors
Florida
$44.9K – – –
CA
56
Clearstead Advisors
Ohio
$41.7K +$40.7K +586 New
MWA
57
Medallion Wealth Advisors
Connecticut
$37.7K – – –
ME
58
McIlrath & Eck
Washington
$30.1K – – –
KFA
59
Kelleher Financial Advisors
New York
$29.5K +$28.7K +414 New
MCM
60
MAI Capital Management
Ohio
$20.9K +$20.4K +294 New
1IA
61
1620 Investment Advisors
Massachusetts
$11.4K +$11.1K +160 New
RF
62
Rossby Financial
Florida
$7.69K +$2.71K +39 +57%
AF
63
Allworth Financial
California
$3.56K +$3.47K +50 New
CFD
64
Creative Financial Designs
Indiana
$2.14K – – –
Morgan Stanley
65
Morgan Stanley
New York
$1.57K +$1.53K +22 New
LWM
66
Lodestone Wealth Management
Washington
$714 +$694 +10 New
NMG
67
New Millennium Group
Utah
$17 – – –
Goldman Sachs
68
Goldman Sachs
New York
– -$836K -12,135 Closed
FPGK
69
Financial Partners Group (Kansas)
Kansas
– -$248K -3,600 Closed
CCM
70
Cloud Capital Management
Washington
– -$80K -1,173 Closed
UBS Group
71
UBS Group
Switzerland
– -$29.3K -425 Closed
Simplex Trading
72
Simplex Trading
Illinois
– -$7K -113 Closed
1 2
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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.