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KMID

Virtus KAR Mid-Cap ETF
KMID

9 hedge funds and large institutions have $15.4M invested in Virtus KAR Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

54% more capital invested

Capital invested by funds: $10M → $15.4M (+$5.39M)

8.79% more ownership

Funds ownership: 63.56% → 72.35% (+8.8%)

0% more funds holding

Funds holding: 9 → 9 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
9
Holders Change
–
Holders Change %
0%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$4.06M
2
NIWA
New Insight Wealth Advisors
California
+$2.19M
3
KFSN
Keystone Financial Services (Nebraska)
Nebraska
+$244K
4
Osaic Holdings
Osaic Holdings
Arizona
+$92.7K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$67K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$353K
2
Citadel Advisors
Citadel Advisors
Florida
-$337K
3
ARG
Advisory Resource Group
Oklahoma
-$99.3K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$69.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$6.15M +$4.06M +166,542 +179%
KFSN
2
Keystone Financial Services (Nebraska)
Nebraska
$3.82M +$244K +9,997 +7%
NIWA
3
New Insight Wealth Advisors
California
$3.71M +$2.19M +89,743 +135%
ARG
4
Advisory Resource Group
Oklahoma
$968K -$99.3K -4,070 -9%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$567K -$69.9K -2,864 -11%
Osaic Holdings
6
Osaic Holdings
Arizona
$140K +$92.7K +3,800 +181%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$65K +$67K +2,747 New
UBS Group
8
UBS Group
Switzerland
$10.5K +$10.8K +441 New
EWA
9
EverSource Wealth Advisors
Alabama
$1.68K +$1.71K +70 +7,000%
Jane Street
10
Jane Street
New York
– -$353K -14,529 Closed
Citadel Advisors
11
Citadel Advisors
Florida
– -$337K -13,856 Closed

KMID Hedge Fund Activity: Q1 2025 in Review

9 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in Virtus KAR Mid-Cap ETF (KMID) for Q1 2025, worth a combined $15.4M — up 54% from $10M a quarter earlier.

Fund positioning in KMID was balanced in Q1 2025: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 2 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $4.06M. The largest seller was Jane Street, exiting entirely with an estimated $353K sold.

  • 9 institutional investors held Virtus KAR Mid-Cap ETF (KMID) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $15.4M of Virtus KAR Mid-Cap ETF stock for Q1 2025, up 54% quarter-over-quarter.
  • 2 funds opened new Virtus KAR Mid-Cap ETF positions in Q1 2025 and 2 closed out, a net change of 0 holders.
  • The largest Virtus KAR Mid-Cap ETF buyer in Q1 2025 was Kayne Anderson Rudnick Investment Management, an estimated $4.06M added.
  • The largest Virtus KAR Mid-Cap ETF seller in Q1 2025 was Jane Street, an estimated $353K sold.

Based on aggregated 13F filings for Q1 2025.