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Avantis US Mid Cap Value ETF
AVMV

53 hedge funds and large institutions have $217M invested in Avantis US Mid Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

275% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 8

33% more capital invested

Capital invested by funds: $163M → $217M (+$54.3M)

18% more funds holding

Funds holding: 45 → 53 (+8)

3.78% more ownership

Funds ownership: 76.99% → 80.78% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
30
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$14.8M
2
EK
Evensky & Katz
Florida
+$13.3M
3
MWM
Maridea Wealth Management
New York
+$3.3M
4
EA
Eclectic Associates
California
+$3.13M
5
RWM
Rialto Wealth Management
New York
+$2.78M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$864K
2
Jane Street
Jane Street
New York
-$649K
3
Goldman Sachs
Goldman Sachs
New York
-$117K
4
WFA
WMG Financial Advisors
Tennessee
-$106K
5
FPGK
Financial Partners Group (Kansas)
Kansas
-$82.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
EK
1
Evensky & Katz
Florida
$48M +$13.3M +195,276 +39%
MFT
2
Moisand Fitzgerald Tamayo
Florida
$29.9M +$304K +4,471 +1%
American Century Companies
3
American Century Companies
Missouri
$21.1M +$1.46M +21,568 +8%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$15M +$14.8M +218,027 New
EA
5
Eclectic Associates
California
$11.6M +$3.13M +46,151 +38%
WFA
6
WMG Financial Advisors
Tennessee
$9.49M -$106K -1,567 -1%
EW
7
Enzi Wealth
Texas
$9.46M +$129K +1,900 +1%
PP
8
Prosperity Planning
Missouri
$8.44M +$893K +13,157 +12%
FMN
9
Financial Management Network
California
$8.06M +$411K +6,051 +5%
LPL Financial
10
LPL Financial
California
$7.12M +$234K +3,452 +3%
QWM
11
Quadcap Wealth Management
Texas
$6.07M +$311K +4,573 +5%
TFG
12
Team Financial Group
California
$5.93M +$126K +1,857 +2%
RWM
13
Rialto Wealth Management
New York
$4.34M +$2.78M +40,886 +185%
MWM
14
Maridea Wealth Management
New York
$3.32M +$3.3M +48,581 New
FFA
15
Farther Finance Advisors
California
$3.25M +$1.14M +16,852 +56%
PPWP
16
Premier Path Wealth Partners
New Jersey
$2.67M +$172K +2,535 +7%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.65M -$57.3K -844 -2%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.03M +$946K +13,930 +90%
FNBSF
19
First National Bank Sioux Falls
South Dakota
$1.89M +$309K +4,552 +20%
CPIG
20
Chicago Partners Investment Group
Illinois
$1.72M +$133K +1,952 +8%
HP
21
Haven Private
Florida
$1.49M +$89.6K +1,319 +7%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.24M +$282K +4,147 +30%
Corient Private Wealth
23
Corient Private Wealth
Florida
$1.11M +$335K +4,939 +44%
PGFC
24
Peapack-Gladstone Financial Corp
New Jersey
$972K +$257K +3,785 +37%
HA
25
Herold Advisors
New York
$889K +$421K +6,200 +92%
1
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AVMV Hedge Fund Activity: Q3 2025 in Review

53 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Avantis US Mid Cap Value ETF (AVMV) for Q3 2025, worth a combined $217M — up 33% from $163M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AVMV positions and 2 closed out — a net gain of 8 holders — while 30 added to existing stakes and 8 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $14.8M. The largest seller was Citadel Advisors, exiting entirely with an estimated $864K sold.

  • 53 institutional investors held Avantis US Mid Cap Value ETF (AVMV) as of Q3 2025, up from 45 in Q2 2025.
  • Funds reported $217M of Avantis US Mid Cap Value ETF stock for Q3 2025, up 33% quarter-over-quarter.
  • 10 funds opened new Avantis US Mid Cap Value ETF positions in Q3 2025 and 2 closed out, a net change of +8 holders.
  • The largest Avantis US Mid Cap Value ETF buyer in Q3 2025 was Northwestern Mutual Wealth Management, an estimated $14.8M added.
  • The largest Avantis US Mid Cap Value ETF seller in Q3 2025 was Citadel Advisors, an estimated $864K sold.

Based on aggregated 13F filings for Q3 2025.