Avantis All Equity Markets ETF
AVGE
26 hedge funds and large institutions have $21.7M invested in Avantis All Equity Markets ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 3 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
63% more funds holding
Funds holding: 16 → 26 (+10)
6% more capital invested
Capital invested by funds: $20.5M → $21.7M (+$1.19M)
11.17% less ownership
Funds ownership: 27.09% → 15.92% (-11%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.7K | +$57.6K | +994 | +4% |
|
|
W
27
WorthPointe
La Jolla,
California
| – | -$3.71M | -66,765 | Closed |
|
28
Jane Street
New York
| – | -$624K | -11,239 | Closed |
|
|
CIAS
29
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$11.1K | -200 | Closed |
|
AVGE Hedge Fund Activity: Q1 2023 in Review
26 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q1 2023, worth a combined $21.7M — up 5.8% from $20.5M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AVGE positions and 3 closed out — a net gain of 10 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was Compass Ion Advisors, opening a new position worth an estimated $2.11M. The largest seller was WorthPointe, exiting entirely with an estimated $3.71M sold.
- 26 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q1 2023, up from 16 in Q4 2022.
- Funds reported $21.7M of Avantis All Equity Markets ETF stock for Q1 2023, up 5.8% quarter-over-quarter.
- 13 funds opened new Avantis All Equity Markets ETF positions in Q1 2023 and 3 closed out, a net change of +10 holders.
- The largest Avantis All Equity Markets ETF buyer in Q1 2023 was Compass Ion Advisors, an estimated $2.11M added.
- The largest Avantis All Equity Markets ETF seller in Q1 2023 was WorthPointe, an estimated $3.71M sold.
Based on aggregated 13F filings for Q1 2023.