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Avantis US Mid Cap Value ETF

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, 40 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

344% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 9

35% more capital invested

Capital invested by funds: $321M → $433M (+$112M)

18% more funds holding

Funds holding: 6678 (+12)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9.57% less ownership

Funds ownership: 95.29%85.72% (-9.6%)

Holders
78
Holders Change
+12
Holders Change %
+18.18%
% of All Funds
0.96%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
40
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EK
1
Evensky & Katz
Florida
$54.7M +$865K +11,528 +2%
EW
2
Enzi Wealth
Texas
$50.2M +$3.31M +44,123 +7%
MFT
3
Moisand Fitzgerald Tamayo
Florida
$33M +$55.5K +740 +0.2%
American Century Companies
4
American Century Companies
Missouri
$32.6M +$6.35M +84,583 +24%
EA
5
Eclectic Associates
California
$30.2M +$9.39M +125,065 +44%
TAWM
6
Three Arch Wealth Management
California
$28.4M +$880K +11,729 +3%
FWP
7
Falcon Wealth Planning
California
$23.6M +$23.9M +318,355 New
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$17.1M +$669K +8,916 +4%
FIC
9
Family Investment Center
Missouri
$11.9M +$12.1M +160,917 New
FMN
10
Financial Management Network
California
$11.2M +$1.22M +16,212 +12%
PP
11
Prosperity Planning
Missouri
$10.8M +$978K +13,031 +10%
WFA
12
WMG Financial Advisors
Tennessee
$10.3M +$43.5K +579 +0.4%
CB
13
Commerce Bank
Missouri
$9.17M +$9.28M +123,615 New
IWM
14
IHT Wealth Management
Illinois
$8.84M +$8.95M +119,197 New
LPL Financial
15
LPL Financial
California
$8.82M +$1.76M +23,488 +25%
BDWCC
16
B&D White Capital Company
Texas
$8.2M +$6.67M +88,933 +413%
RWM
17
Rialto Wealth Management
New York
$7.32M +$1.93M +25,658 +35%
QWM
18
Quadcap Wealth Management
Texas
$7.32M +$370K +4,934 +5%
TFG
19
Team Financial Group
California
$6.79M +$151K +2,018 +2%
HBFP
20
Henderson Brothers Financial Partners
Pennsylvania
$6.63M +$6.71M +89,407 New
MWM
21
Maridea Wealth Management
New York
$6.02M +$1.1M +14,670 +22%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$5.32M +$2.04M +27,210 +61%
Corient Private Wealth
23
Corient Private Wealth
Florida
$4.56M -$22.6K -301 -0.5%
FFA
24
Farther Finance Advisors
California
$4.09M +$65.7K +876 +2%
TSWM
25
Triangle Securities Wealth Management
North Carolina
$3.51M +$1.48M +19,670 +71%