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Avantis US Mid Cap Value ETF

65 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.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EK
1
Evensky & Katz
Florida
$51.7M
EW
2
Enzi Wealth
Texas
$47.2M
MFT
3
Moisand Fitzgerald Tamayo
Florida
$31.6M
TAWM
4
Three Arch Wealth Management
California
$26.5M
American Century Companies
5
American Century Companies
Missouri
$25.3M
EA
6
Eclectic Associates
California
$20.1M
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$15.8M
WFA
8
WMG Financial Advisors
Tennessee
$9.82M
FMN
9
Financial Management Network
California
$9.49M
PP
10
Prosperity Planning
Missouri
$9.45M
LPL Financial
11
LPL Financial
California
$6.79M
QWM
12
Quadcap Wealth Management
Texas
$6.66M
TFG
13
Team Financial Group
California
$6.38M
FNBT
14
FineMark National Bank & Trust
Florida
$5.83M
RWM
15
Rialto Wealth Management
New York
$5.2M
MWM
16
Maridea Wealth Management
New York
$4.73M
FFA
17
Farther Finance Advisors
California
$3.86M
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$3.16M
PPWP
19
Premier Path Wealth Partners
New Jersey
$2.61M
Corient Private Wealth
20
Corient Private Wealth
Florida
$2.2M
FNBSF
21
First National Bank Sioux Falls
South Dakota
$2.16M
CPIG
22
Chicago Partners Investment Group
Illinois
$1.99M
TSWM
23
Triangle Securities Wealth Management
North Carolina
$1.96M
HP
24
Haven Private
Florida
$1.57M
BDWCC
25
B&D White Capital Company
Texas
$1.53M