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Avantis US Mid Cap Value ETF
AVMV

Overview Fund Activity

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.

Holders
27
Holders Change
+7
Holders Change %
+35%
% of All Funds
0.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
12
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.94M
2
American Century Companies
2
American Century Companies
Missouri
$15.7M
3
TFG
3
Team Financial Group
California
$2.92M
4
EA
4
Eclectic Associates
California
$2.41M
5
HP
5
Haven Private
Florida
$1.53M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$422K
3
MFT
3
Moisand Fitzgerald Tamayo
Florida
$25.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
LA
5
LexAurum Advisors
Kansas
$389K
Name Market Value Shares Shares
Change 		Shares
Change %
MFT
1
Moisand Fitzgerald Tamayo
Florida
$25.2M 386,671 -5,358 -1%
American Century Companies
2
American Century Companies
Missouri
$15.7M 239,831 +33,950 +16%
EW
3
Enzi Wealth
Texas
$8.72M 126,001 +15,880 +14%
WFA
4
WMG Financial Advisors
Tennessee
$7.57M 115,887 +11,488 +11%
FMN
5
Financial Management Network
California
$4.83M 73,221 +20,773 +40%
PP
6
Prosperity Planning
Missouri
$4.52M 69,213 +21,196 +44%
LPL Financial
7
LPL Financial
California
$3.94M 60,407 +60,407 New
TFG
8
Team Financial Group
California
$2.92M 44,781 +30,850 +221%
EA
9
Eclectic Associates
California
$2.41M 36,860 +25,460 +223%
PPWP
10
Premier Path Wealth Partners
New Jersey
$2.23M 34,211 +1,423 +4%
HP
11
Haven Private
Florida
$1.53M 23,466 +23,466 New
CPIG
12
Chicago Partners Investment Group
Illinois
$1.23M 18,523 +2,314 +14%
FFA
13
Farther Finance Advisors
California
$824K 12,620 +11,070 +714%
HA
14
Herold Advisors
New York
$716K 10,975 +805 +8%
Citadel Advisors
15
Citadel Advisors
Florida
$422K 6,458 -7,434 -54%
LA
16
LexAurum Advisors
Kansas
$389K 5,954 -852 -13%
PL
17
Plancorp LLC
Missouri
$310K 4,750 – –
EK
18
Evensky & Katz
Florida
$266K 4,078 +4,078 New
RWM
19
Rialto Wealth Management
New York
$249K 3,808 +3,808 New
KAS
20
Kestra Advisory Services
Texas
$239K 3,662 +3,662 New
PA
21
Paragon Advisors
Texas
$204K 3,120 +3,120 New
SRCM
22
Signature Resources Capital Management
California
$58.3K 893 +893 New
IA
23
IFP Advisors
Florida
$42.2K 646 – –
ME
24
McIlrath & Eck
Washington
$27.6K 423 – –
FWP
25
FAS Wealth Partners
Kansas
$15.6K 239 +1 +0.4%
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