Avantis US Mid Cap Value ETF
AVMV
78 hedge funds and large institutions have $433M invested in Avantis US Mid Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 8 reducing their positions, and 3 closing their positions.
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
413% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 8
36% more capital invested
Capital invested by funds: $319M → $433M (+$114M)
18% more funds holding
Funds holding: 66 → 78 (+12)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
8.91% less ownership
Funds ownership: 94.63% → 85.72% (-8.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWP
Falcon Wealth Planning
Ontario,
California
|
+$23.9M |
| 2 |
FIC
Family Investment Center
Saint Joseph,
Missouri
|
+$12.1M |
| 3 |
EA
Eclectic Associates
Fullerton,
California
|
+$9.39M |
| 4 |
CB
Commerce Bank
Kansas City,
Missouri
|
+$9.28M |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$8.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$450K |
| 2 |
PPWP
Premier Path Wealth Partners
Madison,
New Jersey
|
-$367K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$326K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$214K |
| 5 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$41.7K |
AVMV Hedge Fund Activity: Q1 2026 in Review
78 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Avantis US Mid Cap Value ETF (AVMV) for Q1 2026, worth a combined $433M — up 36% from $319M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new AVMV positions and 3 closed out — a net gain of 14 holders — while 41 added to existing stakes and 8 trimmed.
The largest buyer was Falcon Wealth Planning, opening a new position worth an estimated $23.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $450K sold.
- 78 institutional investors held Avantis US Mid Cap Value ETF (AVMV) as of Q1 2026, up from 66 in Q4 2025.
- Funds reported $433M of Avantis US Mid Cap Value ETF stock for Q1 2026, up 36% quarter-over-quarter.
- 17 funds opened new Avantis US Mid Cap Value ETF positions in Q1 2026 and 3 closed out, a net change of +14 holders.
- The largest Avantis US Mid Cap Value ETF buyer in Q1 2026 was Falcon Wealth Planning, an estimated $23.9M added.
- The largest Avantis US Mid Cap Value ETF seller in Q1 2026 was Citadel Advisors, an estimated $450K sold.
Based on aggregated 13F filings for Q1 2026.