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Avantis All Equity Markets ETF
AVGE

64 hedge funds and large institutions have $83.2M invested in Avantis All Equity Markets ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 6

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

40% more capital invested

Capital invested by funds: $59.6M → $83.2M (+$23.6M)

19% more funds holding

Funds holding: 54 → 64 (+10)

3.55% more ownership

Funds ownership: 21.11% → 24.65% (+3.5%)

Holders
64
Holders Change
+10
Holders Change %
+18.52%
% of All Funds
0.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
13
Increased
39
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NRW
Nova R Wealth
Kansas
+$6.76M
2
FWM
FMB Wealth Management
California
+$3.86M
3
WA
Wealthstream Advisors
New York
+$3.8M
4
PA
Paragon Advisors
Texas
+$1.05M
5
LPL Financial
LPL Financial
California
+$737K

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$2.05M
2
IFS
Intelligent Financial Strategies
Minnesota
-$1.88M
3
SWA
Sax Wealth Advisors
New Jersey
-$754K
4
AFS
Annapolis Financial Services
Maryland
-$256K
5
GWSG
GPS Wealth Strategies Group
Colorado
-$41.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
OA
26
Oceanside Advisors
South Carolina
$798K +$28.7K +435 +4%
HIP
27
HUB Investment Partners
Texas
$702K +$49.4K +749 +8%
AC
28
Apella Capital
Connecticut
$568K +$23.3K +353 +5%
EC
29
Eaton-Cambridge
Arizona
$566K +$6.93K +105 +1%
AWM
30
Austin Wealth Management
Texas
$562K +$530K +8,031 New
PL
31
Plancorp LLC
Missouri
$560K – – –
FPAS
32
Focus Partners Advisor Solutions
Missouri
$555K +$524K +7,943 New
Creative Planning
33
Creative Planning
Kansas
$546K – – –
WWP
34
Waypoint Wealth Partners
California
$457K +$396 +6 +0.1%
NWM
35
Northwest Wealth Management
Iowa
$442K +$46.9K +711 +13%
IWS
36
Integrity Wealth Solutions
Colorado
$411K +$68K +1,031 +21%
BW
37
BIP Wealth
Georgia
$353K +$334K +5,057 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$330K +$312K +4,731 New
LG
39
LAM Group
Oregon
$327K +$58.5K +886 +23%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$324K +$306K +4,634 New
BWP
41
Barlow Wealth Partners
Kentucky
$303K – – –
AAS
42
Ameritas Advisory Services
Nebraska
$286K +$270K +4,089 New
CCMI
43
Creative Capital Management Investments
California
$282K +$1.39K +21 +0.5%
GAM
44
GEM Asset Management
Michigan
$275K +$40.1K +608 +17%
WAS
45
WESPAC Advisors SoCal
California
$256K -$3.76K -57 -2%
AWM
46
Arista Wealth Management
Nevada
$213K +$202K +3,056 New
AFS
47
Annapolis Financial Services
Maryland
$177K -$256K -3,874 -60%
RLIM
48
Red Lighthouse Investment Management
New York
$76.5K +$4.75K +72 +7%
OCM
49
Orion Capital Management
California
$72.7K -$924 -14 -1%
UBS Group
50
UBS Group
Switzerland
$57.3K +$54.1K +820 New
1
2
3

AVGE Hedge Fund Activity: Q1 2024 in Review

64 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q1 2024, worth a combined $83.2M — up 40% from $59.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AVGE positions and 3 closed out — a net gain of 10 holders — while 39 added to existing stakes and 6 trimmed.

The largest buyer was Nova R Wealth, opening a new position worth an estimated $6.76M. The largest seller was Corient Private Wealth, exiting entirely with an estimated $2.05M sold.

  • 64 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q1 2024, up from 54 in Q4 2023.
  • Funds reported $83.2M of Avantis All Equity Markets ETF stock for Q1 2024, up 40% quarter-over-quarter.
  • 13 funds opened new Avantis All Equity Markets ETF positions in Q1 2024 and 3 closed out, a net change of +10 holders.
  • The largest Avantis All Equity Markets ETF buyer in Q1 2024 was Nova R Wealth, an estimated $6.76M added.
  • The largest Avantis All Equity Markets ETF seller in Q1 2024 was Corient Private Wealth, an estimated $2.05M sold.

Based on aggregated 13F filings for Q1 2024.