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Avantis US Mid Cap Value ETF

44 hedge funds and large institutions have $163M invested in Avantis US Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$1.62M
2 -$896K
3 -$429K
4
HP
Haven Private
Florida
-$373K
5
HA
Herold Advisors
New York
-$305K
Name Holding Trade Value Shares
Change
Change in
Stake
EK
1
Evensky & Katz
Florida
$32.8M
MFT
2
Moisand Fitzgerald Tamayo
Florida
$28.1M
American Century Companies
3
American Century Companies
Missouri
$18.6M
EW
4
Enzi Wealth
Texas
$9.29M
WFA
5
WMG Financial Advisors
Tennessee
$9.11M
EA
6
Eclectic Associates
California
$7.99M
FMN
7
Financial Management Network
California
$7.38M
PP
8
Prosperity Planning
Missouri
$7.15M
LPL Financial
9
LPL Financial
California
$6.53M
TFG
10
Team Financial Group
California
$5.51M
QWM
11
Quadcap Wealth Management
Texas
$5.46M
Osaic Holdings
12
Osaic Holdings
Arizona
$2.56M
PPWP
13
Premier Path Wealth Partners
New Jersey
$2.37M
FFA
14
Farther Finance Advisors
California
$1.98M
CPIG
15
Chicago Partners Investment Group
Illinois
$1.56M
FNBSF
16
First National Bank Sioux Falls
South Dakota
$1.5M
RWM
17
Rialto Wealth Management
New York
$1.44M
HP
18
Haven Private
Florida
$1.32M
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$1.01M
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$906K
Goldman Sachs
21
Goldman Sachs
New York
$906K
Citadel Advisors
22
Citadel Advisors
Florida
$864K
Corient Private Wealth
23
Corient Private Wealth
Florida
$732K
LCWP
24
Legacy Capital Wealth Partners
Arkansas
$689K
PGFC
25
Peapack-Gladstone Financial Corp
New Jersey
$675K