AVGE icon

Avantis All Equity Markets ETF
AVGE

Overview Fund Activity

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.

Holders
64
Holders Change
+10
Holders Change %
+18.52%
% of All Funds
0.93%
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
1
Nova R Wealth
Kansas
$7.15M
2
FWM
2
FMB Wealth Management
California
$4.3M
3
WA
3
Wealthstream Advisors
New York
$6.21M
4
PA
4
Paragon Advisors
Texas
$11.2M
5
LPL Financial
5
LPL Financial
California
$3.94M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$0
2
IFS
2
Intelligent Financial Strategies
Minnesota
$5.16M
3
SWA
3
Sax Wealth Advisors
New Jersey
$0
4
AFS
4
Annapolis Financial Services
Maryland
$177K
5
GWSG
5
GPS Wealth Strategies Group
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OA
26
Oceanside Advisors
South Carolina
$798K 11,434 +435 +4%
HIP
27
HUB Investment Partners
Texas
$702K 10,051 +749 +8%
AC
28
Apella Capital
Connecticut
$568K 8,173 +353 +5%
EC
29
Eaton-Cambridge
Arizona
$566K 8,109 +105 +1%
AWM
30
Austin Wealth Management
Texas
$562K 8,031 +8,031 New
PL
31
Plancorp LLC
Missouri
$560K 8,014 – –
FPAS
32
Focus Partners Advisor Solutions
Missouri
$555K 7,943 +7,943 New
Creative Planning
33
Creative Planning
Kansas
$546K 7,814 – –
WWP
34
Waypoint Wealth Partners
California
$457K 6,550 +6 +0.1%
NWM
35
Northwest Wealth Management
Iowa
$442K 6,333 +711 +13%
IWS
36
Integrity Wealth Solutions
Colorado
$411K 5,886 +1,031 +21%
BW
37
BIP Wealth
Georgia
$353K 5,057 +5,057 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$330K 4,731 +4,731 New
LG
39
LAM Group
Oregon
$327K 4,688 +886 +23%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$324K 4,634 +4,634 New
BWP
41
Barlow Wealth Partners
Kentucky
$303K 4,472 – –
AAS
42
Ameritas Advisory Services
Nebraska
$286K 4,089 +4,089 New
CCMI
43
Creative Capital Management Investments
California
$282K 4,045 +21 +0.5%
GAM
44
GEM Asset Management
Michigan
$275K 4,134 +608 +17%
WAS
45
WESPAC Advisors SoCal
California
$256K 3,660 -57 -2%
AWM
46
Arista Wealth Management
Nevada
$213K 3,056 +3,056 New
AFS
47
Annapolis Financial Services
Maryland
$177K 2,531 -3,874 -60%
RLIM
48
Red Lighthouse Investment Management
New York
$76.5K 1,095 +72 +7%
OCM
49
Orion Capital Management
California
$72.7K 1,041 -14 -1%
UBS Group
50
UBS Group
Switzerland
$57.3K 820 +820 New
1
2
3