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Avantis US Mid Cap Value ETF
AVMV

14 hedge funds and large institutions have $22.9M invested in Avantis US Mid Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding

Funds holding: 6 → 14 (+8)

48% more capital invested

Capital invested by funds: $15.4M → $22.9M (+$7.44M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8.75% less ownership

Funds ownership: 82.44% → 73.69% (-8.8%)

Holders
14
Holders Change
+8
Holders Change %
+133.33%
% of All Funds
0.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
6
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WFA
WMG Financial Advisors
Tennessee
+$1.99M
2
American Century Companies
American Century Companies
Missouri
+$1.65M
3
PP
Prosperity Planning
Missouri
+$1.26M
4
FMN
Financial Management Network
California
+$1.15M
5
EW
Enzi Wealth
Texas
+$646K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$10.7M +$1.65M +27,523 +18%
WFA
2
WMG Financial Advisors
Tennessee
$5.11M +$1.99M +33,137 +63%
PPWP
3
Premier Path Wealth Partners
New Jersey
$1.52M +$366K +6,095 +32%
PP
4
Prosperity Planning
Missouri
$1.25M +$1.26M +21,004 New
FMN
5
Financial Management Network
California
$1.13M +$1.15M +19,153 New
CPIG
6
Chicago Partners Investment Group
Illinois
$828K +$248K +4,136 +45%
EW
7
Enzi Wealth
Texas
$633K +$646K +10,756 New
HA
8
Herold Advisors
New York
$607K +$611K +10,170 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$575K +$114K +1,899 +25%
LA
10
LexAurum Advisors
Kansas
$462K +$39.3K +655 +9%
IA
11
IFP Advisors
Florida
$38.5K +$38.8K +646 New
ME
12
McIlrath & Eck
Washington
$25.2K +$25.4K +423 New
FWP
13
FAS Wealth Partners
Kansas
$14.2K +$14.3K +238 New
UBS Group
14
UBS Group
Switzerland
$1.97K +$1.98K +33 New

AVMV Hedge Fund Activity: Q2 2024 in Review

14 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis US Mid Cap Value ETF (AVMV) for Q2 2024, worth a combined $22.9M — up 48% from $15.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AVMV positions and 0 closed out — a net gain of 8 holders — while 6 added to existing stakes and 0 trimmed.

The largest buyer was WMG Financial Advisors, adding an estimated $1.99M.

  • 14 institutional investors held Avantis US Mid Cap Value ETF (AVMV) as of Q2 2024, up from 6 in Q1 2024.
  • Funds reported $22.9M of Avantis US Mid Cap Value ETF stock for Q2 2024, up 48% quarter-over-quarter.
  • 8 funds opened new Avantis US Mid Cap Value ETF positions in Q2 2024 and 0 closed out, a net change of +8 holders.
  • The largest Avantis US Mid Cap Value ETF buyer in Q2 2024 was WMG Financial Advisors, an estimated $1.99M added.

Based on aggregated 13F filings for Q2 2024.