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Avantis All Equity Markets ETF
AVGE

129 hedge funds and large institutions have $254M invested in Avantis All Equity Markets ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 70 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

119% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 32

4% more funds holding

Funds holding: 124 → 129 (+5)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

46.2% less ownership

Funds ownership: 78.3% → 32.09% (-46%)

94% less capital invested

Capital invested by funds: $4.09B → $254M (-$3.83B)

Holders
129
Holders Change
+5
Holders Change %
+4.03%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
11
Increased
70
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$14.8M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$9.01M
3
IC
IEQ Capital
California
+$9.01M
4
MWP
Meredith Wealth Planning
Illinois
+$4.13M
5
WRPWM
Werba Rubin Papier Wealth Management
California
+$3.38M

Top Sellers

Rank Fund Capital Flow
1
AF
Align Financial
Minnesota
-$345M
2
AWM
Austin Wealth Management
Texas
-$4.04M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$3.22M
4
CWM
Collaborative Wealth Management
Florida
-$2.55M
5
AWM
Axxcess Wealth Management
California
-$2.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
26
Cogent Private Wealth
Florida
$2.86M +$192K +2,136 +7%
WAG
27
Wilkerson Advisory Group
Missouri
$2.83M +$94.5K +1,050 +3%
EAM
28
Evanson Asset Management
California
$2.81M -$29.3K -325 -1%
HKIMG
29
Hutchens & Kramer Investment Management Group
Indiana
$2.7M +$200K +2,227 +8%
SHFA
30
SC&H Financial Advisors
Maryland
$2.66M +$224K +2,491 +9%
Betterment LLC
31
Betterment LLC
New York
$2.56M +$14.1K +157 +0.5%
RW
32
Ridgeline Wealth
Arizona
$2.46M +$5.49K +61 +0.2%
WWA
33
WCG Wealth Advisors
Nevada
$2.16M -$2.16K -24 -0.1%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$1.87M +$19.9K +221 +1%
CAM
35
Cresset Asset Management
Illinois
$1.83M +$615K +6,838 +49%
MWM
36
Modern Wealth Management
Kansas
$1.71M -$142K -1,576 -8%
WFA
37
WMG Financial Advisors
Tennessee
$1.7M +$311K +3,452 +22%
CW
38
Curio Wealth
Maryland
$1.63M -$186K -2,070 -10%
OA
39
Oceanside Advisors
South Carolina
$1.59M +$55.3K +615 +4%
IWS
40
Integrity Wealth Solutions
Colorado
$1.53M +$186K +2,070 +14%
FPAS
41
Focus Partners Advisor Solutions
Missouri
$1.49M -$994K -11,048 -39%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$1.43M -$2.16K -24 -0.1%
AWA
43
ARQ Wealth Advisors
Arizona
$1.4M +$509K +5,659 +55%
AC
44
Apella Capital
Connecticut
$1.37M -$113K -1,261 -8%
BPA
45
Beacon Pointe Advisors
California
$1.2M -$54.2K -602 -4%
LG
46
LAM Group
Oregon
$1.14M +$47.2K +524 +4%
APP
47
Avantax Planning Partners
Iowa
$1.12M +$4.95K +55 +0.4%
FPI
48
Financial Plan Inc
Washington
$1.03M +$111K +1,229 +12%
PL
49
Plancorp LLC
Missouri
$1.02M +$141K +1,564 +16%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1M -$18.1K -201 -2%
1
2
3 4 5

AVGE Hedge Fund Activity: Q1 2026 in Review

129 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q1 2026, worth a combined $254M — down 94% from $4.09B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AVGE positions and 5 closed out — a net gain of 6 holders — while 70 added to existing stakes and 32 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $14.8M. The largest seller was Align Financial, cutting an estimated $345M.

  • 129 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q1 2026, up from 124 in Q4 2025.
  • Funds reported $254M of Avantis All Equity Markets ETF stock for Q1 2026, down 94% quarter-over-quarter.
  • 11 funds opened new Avantis All Equity Markets ETF positions in Q1 2026 and 5 closed out, a net change of +6 holders.
  • The largest Avantis All Equity Markets ETF buyer in Q1 2026 was Commonwealth Equity Services, an estimated $14.8M added.
  • The largest Avantis All Equity Markets ETF seller in Q1 2026 was Align Financial, an estimated $345M sold.

Based on aggregated 13F filings for Q1 2026.