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Avantis All Equity Markets ETF

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.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

175% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 16

34% more capital invested

Capital invested by funds: $95.8M → $129M (+$33.1M)

11% more funds holding

Funds holding: 7381 (+8)

6.96% less ownership

Funds ownership: 35.76%28.8% (-7%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
1.16%
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
Name Holding Trade Value Shares
Change
Change in
Stake
WCA
26
Waypoint Capital Advisors
Minnesota
$1.13M
OA
27
Oceanside Advisors
South Carolina
$969K +$48.1K +678 +5%
AWM
28
Austin Wealth Management
Texas
$895K +$297K +4,197 +52%
AC
29
Apella Capital
Connecticut
$883K -$671K -9,464 -44%
AFS
30
Annapolis Financial Services
Maryland
$772K +$319K +4,506 +76%
PWA
31
Physician Wealth Advisors
Utah
$769K -$479K -6,764 -39%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$766K +$325K +4,586 +79%
HIP
33
HUB Investment Partners
Texas
$740K -$7.58K -107 -1%
LG
34
LAM Group
Oregon
$677K +$274K +3,868 +73%
EC
35
Eaton-Cambridge
Arizona
$625K +$45.6K +644 +8%
PL
36
Plancorp LLC
Missouri
$592K
Creative Planning
37
Creative Planning
Kansas
$581K -$32.3K -456 -5%
SB
38
Strategic Blueprint
Georgia
$544K +$2.91K +41 +0.6%
SFC
39
Strategic Financial Concepts
Texas
$540K -$36.2M -510,811 -99%
BDWCC
40
B&D White Capital Company
Texas
$533K +$511K +7,214 New
WWP
41
Waypoint Wealth Partners
California
$530K -$61.1K -862 -11%
IWS
42
Integrity Wealth Solutions
Colorado
$529K +$63.6K +897 +14%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$511K +$20.6K +290 +4%
FPAS
44
Focus Partners Advisor Solutions
Missouri
$471K +$16.8K +237 +4%
Betterment LLC
45
Betterment LLC
New York
$464K +$19.7K +278 +5%
CAM
46
Cresset Asset Management
Illinois
$435K +$24.7K +349 +6%
TWA
47
TCI Wealth Advisors
Arizona
$380K +$365K +5,143 New
MML Investors Services
48
MML Investors Services
Massachusetts
$357K +$8.36K +118 +3%
GAM
49
GEM Asset Management
Michigan
$339K +$26.7K +377 +9%
CCMI
50
Creative Capital Management Investments
California
$333K +$25K +353 +8%

AVGE Hedge Fund Activity: Q3 2024 in Review

81 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q3 2024, worth a combined $129M — up 34% from $95.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AVGE positions and 4 closed out — a net gain of 9 holders — while 44 added to existing stakes and 16 trimmed.

The largest buyer was Modern Wealth Management, opening a new position worth an estimated $15.5M. The largest seller was Strategic Financial Concepts, cutting an estimated $36.2M.

  • 81 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q3 2024, up from 73 in Q2 2024.
  • Funds reported $129M of Avantis All Equity Markets ETF stock for Q3 2024, up 34% quarter-over-quarter.
  • 13 funds opened new Avantis All Equity Markets ETF positions in Q3 2024 and 4 closed out, a net change of +9 holders.
  • The largest Avantis All Equity Markets ETF buyer in Q3 2024 was Modern Wealth Management, an estimated $15.5M added.
  • The largest Avantis All Equity Markets ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $36.2M sold.

Based on aggregated 13F filings for Q3 2024.