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Avantis US Mid Cap Value ETF

43 hedge funds and large institutions have $115M invested in Avantis US Mid Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+16
Holders Change %
+59.26%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
18
Increased
21
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFT
1
Moisand Fitzgerald Tamayo
Florida
$24.2M +$428K +6,974 +2%
American Century Companies
2
American Century Companies
Missouri
$16.9M +$2.2M +35,866 +15%
WFA
3
WMG Financial Advisors
Tennessee
$8.15M +$1.03M +16,834 +15%
EW
4
Enzi Wealth
Texas
$8.15M +$685K +11,573 +9%
EK
5
Evensky & Katz
Florida
$6.37M +$6.12M +99,553 +2,441%
LPL Financial
6
LPL Financial
California
$6.16M +$2.44M +39,793 +66%
PP
7
Prosperity Planning
Missouri
$5.57M +$1.32M +21,488 +31%
FMN
8
Financial Management Network
California
$5.49M +$1.48M +27,070 +37%
EA
9
Eclectic Associates
California
$4.7M +$2.44M +39,641 +108%
QWM
10
Quadcap Wealth Management
Texas
$4.64M +$4.64M +75,574 New
TFG
11
Team Financial Group
California
$4.61M +$1.85M +30,189 +67%
PPWP
12
Premier Path Wealth Partners
New Jersey
$2.18M +$80.2K +1,305 +4%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.12M +$2.12M +34,474 +68,948%
BIG
14
Brookwood Investment Group
Arizona
$1.62M +$1.62M +26,327 New
HP
15
Haven Private
Florida
$1.6M +$154K +2,503 +11%
FFA
16
Farther Finance Advisors
California
$1.46M +$686K +11,117 +88%
CPIG
17
Chicago Partners Investment Group
Illinois
$1.25M +$129K +2,124 +11%
FNBSF
18
First National Bank Sioux Falls
South Dakota
$1.2M +$1.2M +19,568 New
RWM
19
Rialto Wealth Management
New York
$1.02M +$781K +12,718 +334%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$896K +$896K +14,587 New
HA
21
Herold Advisors
New York
$699K +$24.9K +406 +4%
Goldman Sachs
22
Goldman Sachs
New York
$678K +$678K +11,033 New
LCWP
23
Legacy Capital Wealth Partners
Arkansas
$655K +$655K +10,658 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$601K +$601K +9,787 New
SRCM
25
Signature Resources Capital Management
California
$459K +$404K +6,570 +736%