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Avantis US Mid Cap Value ETF
AVMV

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.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

193% more capital invested

Capital invested by funds: $22.9M → $67M (+$44.1M)

43% more funds holding

Funds holding: 14 → 20 (+6)

11.49% more ownership

Funds ownership: 73.69% → 85.18% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

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
Moisand Fitzgerald Tamayo
Florida
+$24M
2
EW
Enzi Wealth
Texas
+$6.08M
3
FMN
Financial Management Network
California
+$2.04M
4
PP
Prosperity Planning
Missouri
+$1.65M
5
American Century Companies
American Century Companies
Missouri
+$1.65M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$315K
2
LA
LexAurum Advisors
Kansas
-$57.4K
3
UBS Group
UBS Group
Switzerland
-$1.97K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
1
Moisand Fitzgerald Tamayo
Florida
$25.2M +$24M +392,029 New
American Century Companies
2
American Century Companies
Missouri
$13.2M +$1.65M +26,895 +15%
EW
3
Enzi Wealth
Texas
$7.24M +$6.08M +99,365 +924%
WFA
4
WMG Financial Advisors
Tennessee
$6.71M +$1.14M +18,662 +22%
FMN
5
Financial Management Network
California
$3.4M +$2.04M +33,295 +174%
PP
6
Prosperity Planning
Missouri
$3.09M +$1.65M +27,013 +129%
PPWP
7
Premier Path Wealth Partners
New Jersey
$2.11M +$451K +7,358 +29%
CPIG
8
Chicago Partners Investment Group
Illinois
$1.05M +$183K +2,981 +23%
TFG
9
Team Financial Group
California
$895K +$853K +13,931 New
Citadel Advisors
10
Citadel Advisors
Florida
$893K +$851K +13,892 New
EA
11
Eclectic Associates
California
$732K +$698K +11,400 New
HA
12
Herold Advisors
New York
$653K – – –
PAG
13
Private Advisor Group
New Jersey
$578K +$551K +8,998 New
LA
14
LexAurum Advisors
Kansas
$437K -$57.4K -938 -12%
PL
15
Plancorp LLC
Missouri
$305K +$291K +4,750 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$289K -$315K -5,145 -53%
FFA
17
Farther Finance Advisors
California
$99.6K +$94.9K +1,550 New
IA
18
IFP Advisors
Florida
$41.5K – – –
ME
19
McIlrath & Eck
Washington
$27.2K – – –
FWP
20
FAS Wealth Partners
Kansas
$15.3K – – –
UBS Group
21
UBS Group
Switzerland
– -$1.97K -33 Closed

AVMV Hedge Fund Activity: Q3 2024 in Review

20 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis US Mid Cap Value ETF (AVMV) for Q3 2024, worth a combined $67M — up 193% from $22.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AVMV positions and 1 closed out — a net gain of 6 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Moisand Fitzgerald Tamayo, opening a new position worth an estimated $24M. The largest seller was Susquehanna International Group, cutting an estimated $315K.

  • 20 institutional investors held Avantis US Mid Cap Value ETF (AVMV) as of Q3 2024, up from 14 in Q2 2024.
  • Funds reported $67M of Avantis US Mid Cap Value ETF stock for Q3 2024, up 193% quarter-over-quarter.
  • 7 funds opened new Avantis US Mid Cap Value ETF positions in Q3 2024 and 1 closed out, a net change of +6 holders.
  • The largest Avantis US Mid Cap Value ETF buyer in Q3 2024 was Moisand Fitzgerald Tamayo, an estimated $24M added.
  • The largest Avantis US Mid Cap Value ETF seller in Q3 2024 was Susquehanna International Group, an estimated $315K sold.

Based on aggregated 13F filings for Q3 2024.