AVGE icon

Avantis All Equity Markets ETF
AVGE

Overview Fund Activity

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.

Holders
34
Holders Change
+8
Holders Change %
+30.77%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
13
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.51M
2
ACP
2
Aveo Capital Partners
Colorado
$1.06M
3
ASN
3
Advisory Services Network
Georgia
$1.03M
4
CIA
4
Compass Ion Advisors
Pennsylvania
$3.17M
5
FA
5
Fermata Advisors
California
$715K

Top Sellers

1
IFS
1
Intelligent Financial Strategies
Minnesota
$8.34M
2
VWA
2
V Wealth Advisors
Kansas
$995K
3
AAS
3
Ameritas Advisory Services
Nebraska
$0
4
BJL
4
Brighton Jones LLC
Washington
$0
5
TSS
5
Two Sigma Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWA
26
Canvas Wealth Advisors
Kansas
$239K 3,856 -3,183 -45%
LG
27
LAM Group
Oregon
$218K 3,637 +283 +8%
AFS
28
Annapolis Financial Services
Maryland
$213K 3,552 +1,671 +89%
UBS Group
29
UBS Group
Switzerland
$99.4K 1,656 +1,656 New
Osaic Holdings
30
Osaic Holdings
Arizona
$27.5K 459 +424 +1,211%
CFO
31
CVA Family Office
Colorado
$18.4K 307 +56 +22%
BHWM
32
Beaird Harris Wealth Management
Texas
$14.9K 249 – –
RLIM
33
Red Lighthouse Investment Management
New York
$6.84K 114 +114 New
MFT
34
Moisand Fitzgerald Tamayo
Florida
$2.4K 40 +40 New
AAS
35
Ameritas Advisory Services
Nebraska
– – -7,460 Closed
BJL
36
Brighton Jones LLC
Washington
– – -5,014 Closed
TSS
37
Two Sigma Securities
New York
– – -4,208 Closed
TWA
38
TCI Wealth Advisors
Arizona
– – -60 Closed
CFGS
39
Concourse Financial Group Securities
Alabama
– – – –
1
2