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Avantis All Equity Markets ETF
AVGE

Overview Fund Activity

81 hedge funds and large institutions have $129M invested in Avantis All Equity Markets ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
1.17%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
13
Increased
44
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Modern Wealth Management
Kansas
$20.5M
2
MWP
2
Meredith Wealth Planning
Illinois
$3.88M
3
YWM
3
Yardley Wealth Management
Pennsylvania
$1.51M
4
BW
4
BIP Wealth
Georgia
$1.82M
5
WRPWM
5
Werba Rubin Papier Wealth Management
California
$1.67M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$540K
2
PA
2
Paragon Advisors
Texas
$11.5M
3
AC
3
Apella Capital
Connecticut
$883K
4
SWA
4
Sax Wealth Advisors
New Jersey
$0
5
PWA
5
Physician Wealth Advisors
Utah
$769K
Name Market Value Shares Shares
Change 		Shares
Change %
WCA
26
Waypoint Capital Advisors
Minnesota
$1.13M 15,250 – –
OA
27
Oceanside Advisors
South Carolina
$969K 13,116 +678 +5%
AWM
28
Austin Wealth Management
Texas
$895K 12,228 +4,197 +52%
AC
29
Apella Capital
Connecticut
$883K 12,006 -9,464 -44%
AFS
30
Annapolis Financial Services
Maryland
$772K 10,457 +4,506 +76%
PWA
31
Physician Wealth Advisors
Utah
$769K 10,413 -6,764 -39%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$766K 10,365 +4,586 +79%
HIP
33
HUB Investment Partners
Texas
$740K 10,020 -107 -1%
LG
34
LAM Group
Oregon
$677K 9,165 +3,868 +73%
EC
35
Eaton-Cambridge
Arizona
$625K 8,463 +644 +8%
PL
36
Plancorp LLC
Missouri
$592K 8,014 – –
Creative Planning
37
Creative Planning
Kansas
$581K 7,871 -456 -5%
SB
38
Strategic Blueprint
Georgia
$544K 7,358 +41 +0.6%
SFC
39
Strategic Financial Concepts
Texas
$540K 7,314 -510,811 -99%
BDWCC
40
B&D White Capital Company
Texas
$533K 7,214 +7,214 New
WWP
41
Waypoint Wealth Partners
California
$530K 7,175 -862 -11%
IWS
42
Integrity Wealth Solutions
Colorado
$529K 7,167 +897 +14%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$511K 6,917 +290 +4%
FPAS
44
Focus Partners Advisor Solutions
Missouri
$471K 6,374 +237 +4%
Betterment LLC
45
Betterment LLC
New York
$464K 6,276 +278 +5%
CAM
46
Cresset Asset Management
Illinois
$435K 5,892 +349 +6%
TWA
47
TCI Wealth Advisors
Arizona
$380K 5,143 +5,143 New
MML Investors Services
48
MML Investors Services
Massachusetts
$357K 4,835 +118 +3%
GAM
49
GEM Asset Management
Michigan
$339K 4,610 +377 +9%
CCMI
50
Creative Capital Management Investments
California
$333K 4,506 +353 +8%
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