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Avantis All Equity Markets ETF
AVGE

Overview Fund Activity

73 hedge funds and large institutions have $95.8M invested in Avantis All Equity Markets ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
73
Holders Change
+9
Holders Change %
+14.06%
% of All Funds
1.06%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
14
Increased
44
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$2.47M
2
WA
2
Wealthstream Advisors
New York
$8.05M
3
AC
3
Apella Capital
Connecticut
$1.5M
4
LPL Financial
4
LPL Financial
California
$4.78M
5
PA
5
Paragon Advisors
Texas
$12M

Top Sellers

1
VFPI
1
Vantage Financial Partners (Illinois)
Illinois
$0
2
MWA
2
MN Wealth Advisors
Kansas
$0
3
WCA
3
Waypoint Capital Advisors
Minnesota
$1.06M
4
NWM
4
Northwest Wealth Management
Iowa
$299K
5
IFS
5
Intelligent Financial Strategies
Minnesota
$4.98M
Name Market Value Shares Shares
Change 		Shares
Change %
WRPWM
26
Werba Rubin Papier Wealth Management
California
$904K 13,045 +719 +6%
OA
27
Oceanside Advisors
South Carolina
$862K 12,438 +1,004 +9%
HIP
28
HUB Investment Partners
Texas
$702K 10,127 +76 +0.8%
SWA
29
Sax Wealth Advisors
New Jersey
$609K 8,791 +8,791 New
Creative Planning
30
Creative Planning
Kansas
$577K 8,327 +513 +7%
AWM
31
Austin Wealth Management
Texas
$571K 8,031 – –
WWP
32
Waypoint Wealth Partners
California
$557K 8,037 +1,487 +23%
PL
33
Plancorp LLC
Missouri
$556K 8,014 – –
EC
34
Eaton-Cambridge
Arizona
$542K 7,819 -290 -4%
SB
35
Strategic Blueprint
Georgia
$507K 7,317 +7,317 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$459K 6,627 +1,993 +43%
IWS
37
Integrity Wealth Solutions
Colorado
$435K 6,270 +384 +7%
FPAS
38
Focus Partners Advisor Solutions
Missouri
$425K 6,137 -1,806 -23%
Betterment LLC
39
Betterment LLC
New York
$416K 5,998 +5,998 New
AFS
40
Annapolis Financial Services
Maryland
$413K 5,951 +3,420 +135%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$401K 5,779 +1,048 +22%
CAM
42
Cresset Asset Management
Illinois
$384K 5,543 +5,543 New
LG
43
LAM Group
Oregon
$367K 5,297 +609 +13%
MML Investors Services
44
MML Investors Services
Massachusetts
$327K 4,717 +4,717 New
BWP
45
Barlow Wealth Partners
Kentucky
$313K 4,472 – –
NWM
46
Northwest Wealth Management
Iowa
$299K 4,319 -2,014 -32%
GAM
47
GEM Asset Management
Michigan
$293K 4,233 +99 +2%
LW
48
Libra Wealth
California
$293K 4,224 +4,224 New
CCMI
49
Creative Capital Management Investments
California
$288K 4,153 +108 +3%
AAS
50
Ameritas Advisory Services
Nebraska
$284K 4,091 +2 +0%
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