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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.

New
Increased
Maintained
Reduced
Closed

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)

26% more capital invested

Capital invested by funds: $67M → $84.6M (+$17.6M)

2.69% less ownership

Funds ownership: 85.18% → 82.49% (-2.7%)

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
LPL Financial
California
+$4.04M
2
American Century Companies
American Century Companies
Missouri
+$2.27M
3
TFG
Team Financial Group
California
+$2.06M
4
EA
Eclectic Associates
California
+$1.7M
5
PP
Prosperity Planning
Missouri
+$1.42M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$578K
2
Citadel Advisors
Citadel Advisors
Florida
-$497K
3
MFT
Moisand Fitzgerald Tamayo
Florida
-$358K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$289K
5
LA
LexAurum Advisors
Kansas
-$57K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
1
Moisand Fitzgerald Tamayo
Florida
$25.2M -$358K -5,358 -1%
American Century Companies
2
American Century Companies
Missouri
$15.7M +$2.27M +33,950 +16%
EW
3
Enzi Wealth
Texas
$8.72M +$1.06M +15,880 +14%
WFA
4
WMG Financial Advisors
Tennessee
$7.57M +$769K +11,488 +11%
FMN
5
Financial Management Network
California
$4.83M +$1.39M +20,773 +40%
PP
6
Prosperity Planning
Missouri
$4.52M +$1.42M +21,196 +44%
LPL Financial
7
LPL Financial
California
$3.94M +$4.04M +60,407 New
TFG
8
Team Financial Group
California
$2.92M +$2.06M +30,850 +221%
EA
9
Eclectic Associates
California
$2.41M +$1.7M +25,460 +223%
PPWP
10
Premier Path Wealth Partners
New Jersey
$2.23M +$95.2K +1,423 +4%
HP
11
Haven Private
Florida
$1.53M +$1.57M +23,466 New
CPIG
12
Chicago Partners Investment Group
Illinois
$1.23M +$155K +2,314 +14%
FFA
13
Farther Finance Advisors
California
$824K +$741K +11,070 +714%
HA
14
Herold Advisors
New York
$716K +$53.9K +805 +8%
Citadel Advisors
15
Citadel Advisors
Florida
$422K -$497K -7,434 -54%
LA
16
LexAurum Advisors
Kansas
$389K -$57K -852 -13%
PL
17
Plancorp LLC
Missouri
$310K – – –
EK
18
Evensky & Katz
Florida
$266K +$273K +4,078 New
RWM
19
Rialto Wealth Management
New York
$249K +$255K +3,808 New
KAS
20
Kestra Advisory Services
Texas
$239K +$245K +3,662 New
PA
21
Paragon Advisors
Texas
$204K +$209K +3,120 New
SRCM
22
Signature Resources Capital Management
California
$58.3K +$59.7K +893 New
IA
23
IFP Advisors
Florida
$42.2K – – –
ME
24
McIlrath & Eck
Washington
$27.6K – – –
FWP
25
FAS Wealth Partners
Kansas
$15.6K +$67 +1 +0.4%
1
2

AVMV Hedge Fund Activity: Q4 2024 in Review

27 of the 7,592 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.