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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.

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: 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%)

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
–

Top Buyers

1
FWP
Falcon Wealth Planning
California
+$23.9M
2
FIC
Family Investment Center
Missouri
+$12.1M
3
EA
Eclectic Associates
California
+$9.39M
4
CB
Commerce Bank
Missouri
+$9.28M
5
IWM
IHT Wealth Management
Illinois
+$8.95M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$450K
2
PPWP
Premier Path Wealth Partners
New Jersey
-$367K
3
ASN
Advisory Services Network
Georgia
-$326K
4
Osaic Holdings
Osaic Holdings
Arizona
-$214K
5
CA
Clearstead Advisors
Ohio
-$41.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
76
Morgan Stanley
New York
$1.63K – – –
GWM
77
Geneos Wealth Management
Colorado
$1.26K +$1.28K +17 New
LWM
78
Lodestone Wealth Management
Washington
$746 – – –
Citadel Advisors
79
Citadel Advisors
Florida
– -$450K -6,323 Closed
CA
80
Clearstead Advisors
Ohio
– -$41.7K -586 Closed
KFA
81
Kelleher Financial Advisors
New York
– -$29.5K -414 Closed
1 2 3
4