Avantis All Equity Markets ETF
AVGE
34 hedge funds and large institutions have $30.4M invested in Avantis All Equity Markets ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 4 closing their positions.
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
40% more capital invested
Capital invested by funds: $21.7M → $30.4M (+$8.68M)
31% more funds holding
Funds holding: 26 → 34 (+8)
0.45% more ownership
Funds ownership: 15.92% → 16.37% (+0.45%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWA
26
Canvas Wealth Advisors
Shawnee,
Kansas
| $239K | -$185K | -3,183 | -45% |
|
|
LG
27
LAM Group
Lake Oswego,
Oregon
| $218K | +$16.4K | +283 | +8% |
|
|
AFS
28
Annapolis Financial Services
Annapolis,
Maryland
| $213K | +$97.1K | +1,671 | +89% |
|
29
UBS Group
Zurich,
Switzerland
| $99.4K | +$96.2K | +1,656 | New |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $27.5K | +$24.6K | +424 | +1,211% |
|
|
CFO
31
CVA Family Office
Denver,
Colorado
| $18.4K | +$3.25K | +56 | +22% |
|
|
BHWM
32
Beaird Harris Wealth Management
Dallas,
Texas
| $14.9K | – | – | – |
|
|
RLIM
33
Red Lighthouse Investment Management
New York
| $6.84K | +$6.62K | +114 | New |
|
|
MFT
34
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $2.4K | +$2.32K | +40 | New |
|
|
AAS
35
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$434K | -7,460 | Closed |
|
|
BJL
36
Brighton Jones LLC
Seattle,
Washington
| – | -$290K | -5,014 | Closed |
|
|
TSS
37
Two Sigma Securities
New York
| – | -$243K | -4,208 | Closed |
|
|
TWA
38
TCI Wealth Advisors
Tucson,
Arizona
| – | -$3.47K | -60 | Closed |
|
AVGE Hedge Fund Activity: Q2 2023 in Review
34 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q2 2023, worth a combined $30.4M — up 40% from $21.7M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AVGE positions and 4 closed out — a net gain of 8 holders — while 13 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.14M. The largest seller was Intelligent Financial Strategies, cutting an estimated $784K.
- 34 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q2 2023, up from 26 in Q1 2023.
- Funds reported $30.4M of Avantis All Equity Markets ETF stock for Q2 2023, up 40% quarter-over-quarter.
- 12 funds opened new Avantis All Equity Markets ETF positions in Q2 2023 and 4 closed out, a net change of +8 holders.
- The largest Avantis All Equity Markets ETF buyer in Q2 2023 was LPL Financial, an estimated $1.14M added.
- The largest Avantis All Equity Markets ETF seller in Q2 2023 was Intelligent Financial Strategies, an estimated $784K sold.
Based on aggregated 13F filings for Q2 2023.