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Avantis US Mid Cap Value ETF
AVMV

66 hedge funds and large institutions have $321M 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

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)

48% more capital invested

Capital invested by funds: $217M → $321M (+$104M)

25% more funds holding

Funds holding: 53 → 66 (+13)

14.51% more ownership

Funds ownership: 80.78% → 95.29% (+15%)

Holders
66
Holders Change
+13
Holders Change %
+24.53%
% of All Funds
0.8%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
19
Increased
30
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EW
Enzi Wealth
Texas
+$34.2M
2
EA
Eclectic Associates
California
+$7.94M
3
FNBT
FineMark National Bank & Trust
Florida
+$4.81M
4
American Century Companies
American Century Companies
Missouri
+$3.38M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$3.16M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.33M
2
Goldman Sachs
Goldman Sachs
New York
-$836K
3
LPL Financial
LPL Financial
California
-$552K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$307K
5
FPGK
Financial Partners Group (Kansas)
Kansas
-$248K
Name Holding Trade Value Shares
Change 		Change in
Stake
EK
1
Evensky & Katz
Florida
$51.7M +$1.99M +28,626 +4%
EW
2
Enzi Wealth
Texas
$47.2M +$34.2M +492,311 +350%
MFT
3
Moisand Fitzgerald Tamayo
Florida
$31.6M +$691K +9,958 +2%
TAWM
4
Three Arch Wealth Management
California
$26.5M +$25.8M +371,782 New
American Century Companies
5
American Century Companies
Missouri
$25.3M +$3.38M +48,690 +16%
EA
6
Eclectic Associates
California
$20.1M +$7.94M +114,433 +68%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$15.8M +$266K +3,830 +2%
WFA
8
WMG Financial Advisors
Tennessee
$9.82M +$10.5K +152 +0.1%
FMN
9
Financial Management Network
California
$9.49M +$1.04M +14,942 +13%
PP
10
Prosperity Planning
Missouri
$9.45M +$705K +10,157 +8%
LPL Financial
11
LPL Financial
California
$6.79M -$552K -7,956 -8%
QWM
12
Quadcap Wealth Management
Texas
$6.66M +$388K +5,593 +6%
TFG
13
Team Financial Group
California
$6.38M +$242K +3,488 +4%
FNBT
14
FineMark National Bank & Trust
Florida
$5.83M +$4.81M +69,304 +549%
RWM
15
Rialto Wealth Management
New York
$5.2M +$699K +10,067 +16%
MWM
16
Maridea Wealth Management
New York
$4.73M +$1.24M +17,868 +37%
Corient Private Wealth
17
Corient Private Wealth
Florida
$4.4M +$3.16M +45,582 +283%
FFA
18
Farther Finance Advisors
California
$3.86M +$491K +7,073 +15%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$3.16M +$1.04M +15,021 +51%
PPWP
20
Premier Path Wealth Partners
New Jersey
$2.61M -$147K -2,122 -5%
FNBSF
21
First National Bank Sioux Falls
South Dakota
$2.16M +$195K +2,810 +10%
CPIG
22
Chicago Partners Investment Group
Illinois
$1.99M +$122K +1,764 +7%
TSWM
23
Triangle Securities Wealth Management
North Carolina
$1.96M +$1.42M +20,533 +291%
HP
24
Haven Private
Florida
$1.57M +$35.1K +506 +2%
BDWCC
25
B&D White Capital Company
Texas
$1.53M +$1.5M +21,555 New
1
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AVMV Hedge Fund Activity: Q4 2025 in Review

66 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Avantis US Mid Cap Value ETF (AVMV) for Q4 2025, worth a combined $321M — up 48% 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 $321M of Avantis US Mid Cap Value ETF stock for Q4 2025, up 48% 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.