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Avantis US Mid Cap Value ETF
AVMV

Overview Fund Activity

20 hedge funds and large institutions have $67M invested in Avantis US Mid Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
20
Holders Change
+6
Holders Change %
+42.86%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
7
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFT
1
Moisand Fitzgerald Tamayo
Florida
$25.2M
2
EW
2
Enzi Wealth
Texas
$7.24M
3
FMN
3
Financial Management Network
California
$3.4M
4
PP
4
Prosperity Planning
Missouri
$3.09M
5
American Century Companies
5
American Century Companies
Missouri
$13.2M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$289K
2
LA
2
LexAurum Advisors
Kansas
$437K
3
UBS Group
3
UBS Group
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFT
1
Moisand Fitzgerald Tamayo
Florida
$25.2M 392,029 +392,029 New
American Century Companies
2
American Century Companies
Missouri
$13.2M 205,881 +26,895 +15%
EW
3
Enzi Wealth
Texas
$7.24M 110,121 +99,365 +924%
WFA
4
WMG Financial Advisors
Tennessee
$6.71M 104,399 +18,662 +22%
FMN
5
Financial Management Network
California
$3.4M 52,448 +33,295 +174%
PP
6
Prosperity Planning
Missouri
$3.09M 48,017 +27,013 +129%
PPWP
7
Premier Path Wealth Partners
New Jersey
$2.11M 32,788 +7,358 +29%
CPIG
8
Chicago Partners Investment Group
Illinois
$1.05M 16,209 +2,981 +23%
TFG
9
Team Financial Group
California
$895K 13,931 +13,931 New
Citadel Advisors
10
Citadel Advisors
Florida
$893K 13,892 +13,892 New
EA
11
Eclectic Associates
California
$732K 11,400 +11,400 New
HA
12
Herold Advisors
New York
$653K 10,170 – –
PAG
13
Private Advisor Group
New Jersey
$578K 8,998 +8,998 New
LA
14
LexAurum Advisors
Kansas
$437K 6,806 -938 -12%
PL
15
Plancorp LLC
Missouri
$305K 4,750 +4,750 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$289K 4,498 -5,145 -53%
FFA
17
Farther Finance Advisors
California
$99.6K 1,550 +1,550 New
IA
18
IFP Advisors
Florida
$41.5K 646 – –
ME
19
McIlrath & Eck
Washington
$27.2K 423 – –
FWP
20
FAS Wealth Partners
Kansas
$15.3K 238 – –
UBS Group
21
UBS Group
Switzerland
– – -33 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –