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Avantis US Mid Cap Value ETF
AVMV

Overview Fund Activity

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.

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
1
WMG Financial Advisors
Tennessee
$5.11M
2
American Century Companies
2
American Century Companies
Missouri
$10.7M
3
PP
3
Prosperity Planning
Missouri
$1.25M
4
FMN
4
Financial Management Network
California
$1.13M
5
EW
5
Enzi Wealth
Texas
$633K

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
American Century Companies
1
American Century Companies
Missouri
$10.7M 178,986 +27,523 +18%
WFA
2
WMG Financial Advisors
Tennessee
$5.11M 85,737 +33,137 +63%
PPWP
3
Premier Path Wealth Partners
New Jersey
$1.52M 25,430 +6,095 +32%
PP
4
Prosperity Planning
Missouri
$1.25M 21,004 +21,004 New
FMN
5
Financial Management Network
California
$1.13M 19,153 +19,153 New
CPIG
6
Chicago Partners Investment Group
Illinois
$828K 13,228 +4,136 +45%
EW
7
Enzi Wealth
Texas
$633K 10,756 +10,756 New
HA
8
Herold Advisors
New York
$607K 10,170 +10,170 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$575K 9,643 +1,899 +25%
LA
10
LexAurum Advisors
Kansas
$462K 7,744 +655 +9%
IA
11
IFP Advisors
Florida
$38.5K 646 +646 New
ME
12
McIlrath & Eck
Washington
$25.2K 423 +423 New
FWP
13
FAS Wealth Partners
Kansas
$14.2K 238 +238 New
UBS Group
14
UBS Group
Switzerland
$1.97K 33 +33 New
CFGS
15
Concourse Financial Group Securities
Alabama
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