Avantis US Mid Cap Value ETF
AVMV
66 hedge funds and large institutions have $319M invested in Avantis US Mid Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 11 reducing their positions, and 5 closing their positions.
280% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 5
173% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 11
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
47% more capital invested
Capital invested by funds: $217M → $319M (+$102M)
25% more funds holding
Funds holding: 53 → 66 (+13)
13.86% more ownership
Funds ownership: 80.78% → 94.63% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Enzi Wealth
Austin,
Texas
|
+$34.2M |
| 2 |
EA
Eclectic Associates
Fullerton,
California
|
+$7.94M |
| 3 |
FNBT
FineMark National Bank & Trust
Fort Myers,
Florida
|
+$4.81M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$3.38M |
| 5 |
EK
Evensky & Katz
Coral Gables,
Florida
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.33M |
| 2 |
Goldman Sachs
New York
|
-$836K |
| 3 |
LPL Financial
San Diego,
California
|
-$552K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$307K |
| 5 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
-$248K |
AVMV Hedge Fund Activity: Q4 2025 in Review
66 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in Avantis US Mid Cap Value ETF (AVMV) for Q4 2025, worth a combined $319M — up 47% from $217M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new AVMV positions and 5 closed out — a net gain of 14 holders — while 30 added to existing stakes and 11 trimmed.
The largest buyer was Enzi Wealth, adding an estimated $34.2M. The largest seller was Osaic Holdings, cutting an estimated $1.33M.
- 66 institutional investors held Avantis US Mid Cap Value ETF (AVMV) as of Q4 2025, up from 53 in Q3 2025.
- Funds reported $319M of Avantis US Mid Cap Value ETF stock for Q4 2025, up 47% quarter-over-quarter.
- 19 funds opened new Avantis US Mid Cap Value ETF positions in Q4 2025 and 5 closed out, a net change of +14 holders.
- The largest Avantis US Mid Cap Value ETF buyer in Q4 2025 was Enzi Wealth, an estimated $34.2M added.
- The largest Avantis US Mid Cap Value ETF seller in Q4 2025 was Osaic Holdings, an estimated $1.33M sold.
Based on aggregated 13F filings for Q4 2025.