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Avantis All Equity Markets ETF
AVGE

Overview Fund Activity

93 hedge funds and large institutions have $124M invested in Avantis All Equity Markets ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
93
Holders Change
+12
Holders Change %
+14.81%
% of All Funds
1.24%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
51
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWP
1
Meredith Wealth Planning
Illinois
$6M
2
WA
2
Wealthstream Advisors
New York
$10.5M
3
Betterment LLC
3
Betterment LLC
New York
$1.86M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.34M
5
FA
5
Fermata Advisors
California
$2.28M

Top Sellers

1
MWM
1
Modern Wealth Management
Kansas
$1.54M
2
PA
2
Paragon Advisors
Texas
$10.5M
3
ASN
3
Advisory Services Network
Georgia
$1.76M
4
BDWCC
4
B&D White Capital Company
Texas
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
26
Ridgeline Wealth
Arizona
$1.54M +$1.54M +21,262 New
ACP
27
Aveo Capital Partners
Colorado
$1.53M -$159K -2,197 -9%
YWM
28
Yardley Wealth Management
Pennsylvania
$1.49M +$10.4K +144 +0.7%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$1.34M +$1.34M +18,545 New
WFA
30
WMG Financial Advisors
Tennessee
$1.29M +$24.8K +342 +2%
OA
31
Oceanside Advisors
South Carolina
$1.05M +$105K +1,446 +11%
SFC
32
Strategic Financial Concepts
Texas
$983K +$454K +6,267 +86%
AC
33
Apella Capital
Connecticut
$968K +$99.1K +1,369 +11%
MPW
34
Magnolia Private Wealth
Pennsylvania
$904K +$904K +12,486 New
MWM
35
Modera Wealth Management
New Jersey
$841K +$841K +11,627 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$793K +$43.3K +598 +6%
LG
37
LAM Group
Oregon
$785K +$122K +1,685 +18%
HIP
38
HUB Investment Partners
Texas
$721K -$3.69K -51 -0.5%
CW
39
Curio Wealth
Maryland
$702K +$702K +9,698 New
SWA
40
Sax Wealth Advisors
New Jersey
$677K +$677K +9,361 New
PWA
41
Physician Wealth Advisors
Utah
$664K -$89.1K -1,231 -12%
EC
42
Eaton-Cambridge
Arizona
$656K +$43.9K +607 +7%
CAM
43
Cresset Asset Management
Illinois
$626K +$200K +2,762 +47%
WWP
44
Waypoint Wealth Partners
California
$605K +$85.5K +1,182 +16%
Creative Planning
45
Creative Planning
Kansas
$592K +$22.3K +308 +4%
PL
46
Plancorp LLC
Missouri
$580K +$72 +1 +0%
Jane Street
47
Jane Street
New York
$563K +$238K +3,295 +74%
SB
48
Strategic Blueprint
Georgia
$543K +$10.1K +139 +2%
IWS
49
Integrity Wealth Solutions
Colorado
$501K -$17.7K -245 -3%
OWA
50
Oak Wealth Advisors
Illinois
$491K +$491K +6,784 New
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