Avantis All Equity Markets ETFAVGE
AVGE
0
Funds holding %
of 7,324 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
148% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 21
40% more funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 7 (+2) [Q1 2025]
4% more funds holding
Funds holding: 93 [Q4 2024] → 97 (+4) [Q1 2025]
4% more capital invested
Capital invested by funds: $124M [Q4 2024] → $128M (+$4.83M) [Q1 2025]
0.23% less ownership
Funds ownership: 27.29% [Q4 2024] → 27.07% (-0.23%) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for AVGE.
Financial journalist opinion
Negative
Seeking Alpha
4 weeks ago
AVGE: An Underperforming Fund Of Funds
AVGE is an actively managed, globally diversified ETF with a lower expense ratio than ACWI but has underperformed since its 2022 launch. The fund's sector and geographic allocations—especially lower tech and higher energy/emerging markets—have hurt returns vs. the passive ACWI benchmark. Avantis All Equity Markets ETF's higher beta and low Sharpe ratio indicate higher risk without commensurate returns, making its risk/reward profile unattractive so far.
Positive
Seeking Alpha
8 months ago
AVGE: A Fund Of Equity Funds Worth Considering
Avantis All Equity Markets ETF is a fund of funds, blending Avantis ETFs for diversified U.S. and global market access, with a tilt towards value. AVGE has low fees and diversification appeal, but a limited track record and potential lag during growth cycles. This may be worth considering with its unique sector mix and global stock exposure.
Positive
ETF Trends
1 year ago
Get Worldwide Equities Exposure in the Convenience of One ETF
Large caps dominated in 2023. But as investors continue to seek opportunities in 2024, international equities could be extending last year's rally.
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