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Avantis US Mid Cap Value ETF
AVMV

Overview Fund Activity

44 hedge funds and large institutions have $160M invested in Avantis US Mid Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.59%
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
25
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EK
Evensky & Katz
Florida
$32.8M
2
EA
Eclectic Associates
California
$7.99M
3
MFT
Moisand Fitzgerald Tamayo
Florida
$28.1M
4
PP
Prosperity Planning
Missouri
$7.15M
5
Citadel Advisors
Citadel Advisors
Florida
$864K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$4.39K
2
BIG
Brookwood Investment Group
Arizona
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
EWA
Elevate Wealth Advisory
Georgia
$0
5
HP
Haven Private
Florida
$1.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
EK
1
Evensky & Katz
Florida
$32.8M +$26M +397,936 +384%
MFT
2
Moisand Fitzgerald Tamayo
Florida
$28.1M +$2.35M +35,916 +9%
American Century Companies
3
American Century Companies
Missouri
$18.6M +$603K +9,220 +3%
EW
4
Enzi Wealth
Texas
$9.29M +$73.7K +1,101 +0.8%
WFA
5
WMG Financial Advisors
Tennessee
$9.11M +$432K +6,605 +5%
EA
6
Eclectic Associates
California
$7.99M +$2.99M +45,661 +60%
FMN
7
Financial Management Network
California
$7.38M +$666K +9,951 +10%
PP
8
Prosperity Planning
Missouri
$7.15M +$1.22M +18,672 +21%
LPL Financial
9
LPL Financial
California
$6.53M -$17.4K -266 -0.3%
TFG
10
Team Financial Group
California
$5.51M +$604K +9,241 +12%
QWM
11
Quadcap Wealth Management
Texas
$5.46M +$522K +7,979 +11%
PPWP
12
Premier Path Wealth Partners
New Jersey
$2.37M +$47K +719 +2%
FFA
13
Farther Finance Advisors
California
$1.98M +$427K +6,535 +28%
CPIG
14
Chicago Partners Investment Group
Illinois
$1.56M +$163K +2,399 +12%
FNBSF
15
First National Bank Sioux Falls
South Dakota
$1.5M +$220K +3,366 +17%
RWM
16
Rialto Wealth Management
New York
$1.44M +$361K +5,517 +33%
HP
17
Haven Private
Florida
$1.32M -$373K -5,704 -22%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$1.01M +$627K +9,589 +162%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$906K +$266K +4,076 +42%
Goldman Sachs
20
Goldman Sachs
New York
$906K +$184K +2,821 +26%
Citadel Advisors
21
Citadel Advisors
Florida
$864K +$864K +13,220 New
Corient Private Wealth
22
Corient Private Wealth
Florida
$732K +$732K +11,191 New
LCWP
23
Legacy Capital Wealth Partners
Arkansas
$689K -$7.52K -115 -1%
PGFC
24
Peapack-Gladstone Financial Corp
New Jersey
$675K +$675K +10,319 New
Jane Street
25
Jane Street
New York
$649K +$649K +9,921 New
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