Avantis US Mid Cap Value ETF
AVMV
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.
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: 66 → 78 (+12)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
9.57% less ownership
Funds ownership: 95.29% → 85.72% (-9.6%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Morgan Stanley
New York
| $1.63K | – | – | – |
|
|
GWM
77
Geneos Wealth Management
Englewood,
Colorado
| $1.26K | +$1.28K | +17 | New |
|
|
LWM
78
Lodestone Wealth Management
Spokane,
Washington
| $746 | – | – | – |
|
79
Citadel Advisors
Miami,
Florida
| – | -$450K | -6,323 | Closed |
|
|
CA
80
Clearstead Advisors
Cleveland,
Ohio
| – | -$41.7K | -586 | Closed |
|
|
KFA
81
Kelleher Financial Advisors
New York
| – | -$29.5K | -414 | Closed |
|
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.