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Avantis All Equity Markets ETF
AVGE

Overview Fund Activity

100 hedge funds and large institutions have $148M invested in Avantis All Equity Markets ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 4 closing their positions.

Holders
100
Holders Change
+3
Holders Change %
+3.09%
% of All Funds
1.34%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
10
Increased
50
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWP
1
Meredith Wealth Planning
Illinois
$11.4M
2
BW
2
BIP Wealth
Georgia
$5.46M
3
HKIMG
3
Hutchens & Kramer Investment Management Group
Indiana
$1.76M
4
BDWCC
4
B&D White Capital Company
Texas
$1.75M
5
Jane Street
5
Jane Street
New York
$1.69M

Top Sellers

1
PA
1
Paragon Advisors
Texas
$7.04M
2
ACP
2
Aveo Capital Partners
Colorado
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.25M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$2.69M
5
MWM
5
Modera Wealth Management
New Jersey
$719K
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Wealthstream Advisors
New York
$12.7M 163,928 +7,515 +5%
MWP
2
Meredith Wealth Planning
Illinois
$11.4M 146,880 +45,659 +45%
NRW
3
Nova R Wealth
Kansas
$8.03M 103,594 -1,548 -1%
PA
4
Paragon Advisors
Texas
$7.04M 90,854 -52,822 -37%
LPL Financial
5
LPL Financial
California
$6.02M 77,634 +5,322 +7%
CIA
6
Compass Ion Advisors
Pennsylvania
$5.54M 71,539 +1,698 +2%
BW
7
BIP Wealth
Georgia
$5.46M 70,462 +23,333 +50%
IFA
8
Index Fund Advisors
California
$5.28M 68,166 +4,480 +7%
IFS
9
Intelligent Financial Strategies
Minnesota
$5.06M 65,321 -3,522 -5%
FWM
10
FMB Wealth Management
California
$4.85M 62,581 +1,797 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.73M 61,069 -1,611 -3%
SFC
12
Sprinkle Financial Consultants
Colorado
$4.32M 55,739 -1,346 -2%
PAM
13
Pacific Asset Management
Washington
$3.57M 46,083 +10,044 +28%
AWM
14
Austin Wealth Management
Texas
$3.07M 39,144 +8,831 +29%
MPW
15
Magnolia Private Wealth
Pennsylvania
$2.77M 35,693 +13,272 +59%
FA
16
Fermata Advisors
California
$2.73M 35,191 +4,182 +13%
Corient Private Wealth
17
Corient Private Wealth
Florida
$2.69M 34,775 -5,138 -13%
CWM
18
Collaborative Wealth Management
Florida
$2.56M 33,073 +1,572 +5%
WRPWM
19
Werba Rubin Papier Wealth Management
California
$2.35M 30,390 +2,399 +9%
SHFA
20
SC&H Financial Advisors
Maryland
$2.18M 28,122 +3,824 +16%
EAM
21
Evanson Asset Management
California
$1.99M 25,722 +1,825 +8%
YWM
22
Yardley Wealth Management
Pennsylvania
$1.97M 25,483 +2,322 +10%
SFC
23
Strategic Financial Concepts
Texas
$1.97M 25,424 +9,421 +59%
Betterment LLC
24
Betterment LLC
New York
$1.92M 24,772 -3,276 -12%
RW
25
Ridgeline Wealth
Arizona
$1.91M 24,659 +1,016 +4%
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