Avantis US Mid Cap Value ETF
AVMV
27 hedge funds and large institutions have $84.6M invested in Avantis US Mid Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 2 closing their positions.
933% more capital inflows, than outflows
Capital inflows: $18.4M | Capital outflows: $1.78M
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
35% more funds holding
Funds holding: 20 → 27 (+7)
7.79% more ownership
Funds ownership: 32.68% → 40.47% (+7.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.04M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$2.27M |
| 3 |
TFG
Team Financial Group
Temecula,
California
|
+$2.06M |
| 4 |
Eclectic Associates
Fullerton,
California
|
+$1.7M |
| 5 |
Prosperity Planning
Kansas City,
Missouri
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Private Advisor Group
Morristown,
New Jersey
|
-$578K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$497K |
| 3 |
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
-$358K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$289K |
| 5 |
LexAurum Advisors
Overland Park,
Kansas
|
-$57K |
AVMV Hedge Fund Activity: Q4 2024 in Review
27 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in Avantis US Mid Cap Value ETF (AVMV) for Q4 2024, worth a combined $84.6M — up 26% from $67M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new AVMV positions and 2 closed out — a net gain of 7 holders — while 12 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $4.04M. The largest seller was Private Advisor Group, exiting entirely with an estimated $578K sold.
- 27 institutional investors held Avantis US Mid Cap Value ETF (AVMV) as of Q4 2024, up from 20 in Q3 2024.
- Funds reported $84.6M of Avantis US Mid Cap Value ETF stock for Q4 2024, up 26% quarter-over-quarter.
- 9 funds opened new Avantis US Mid Cap Value ETF positions in Q4 2024 and 2 closed out, a net change of +7 holders.
- The largest Avantis US Mid Cap Value ETF buyer in Q4 2024 was LPL Financial, an estimated $4.04M added.
- The largest Avantis US Mid Cap Value ETF seller in Q4 2024 was Private Advisor Group, an estimated $578K sold.
Based on aggregated 13F filings for Q4 2024.