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Avantis All Equity Markets ETF

98 hedge funds and large institutions have $128M invested in Avantis All Equity Markets ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

148% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 21

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

4% more funds holding

Funds holding: 9498 (+4)

4% more capital invested

Capital invested by funds: $124M → $128M (+$4.83M)

0.23% less ownership

Funds ownership: 27.29%27.07% (-0.23%)

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
1.31%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
10
Increased
52
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YWM
26
Yardley Wealth Management
Pennsylvania
$1.65M +$186K +2,533 +12%
MPW
27
Magnolia Private Wealth
Pennsylvania
$1.6M +$730K +9,935 +80%
MWM
28
Modern Wealth Management
Kansas
$1.47M -$53K -722 -3%
WFA
29
WMG Financial Advisors
Tennessee
$1.28M +$12.1K +165 +0.9%
SFC
30
Strategic Financial Concepts
Texas
$1.14M +$178K +2,422 +18%
OA
31
Oceanside Advisors
South Carolina
$1.1M +$61.9K +843 +6%
CW
32
Curio Wealth
Maryland
$1.04M -$707K -9,629 -99%
E
33
EntreWealth
Texas
$984K +$582K +7,926 +134%
MWM
34
Modera Wealth Management
New Jersey
$954K +$130K +1,774 +15%
AC
35
Apella Capital
Connecticut
$855K -$58.3K -793 -6%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$827K +$47.5K +647 +6%
LG
37
LAM Group
Oregon
$787K +$15.1K +205 +2%
ASN
38
Advisory Services Network
Georgia
$775K -$990K -13,475 -55%
HIP
39
HUB Investment Partners
Texas
$736K +$26.7K +364 +4%
CAM
40
Cresset Asset Management
Illinois
$713K +$100K +1,365 +16%
IWS
41
Integrity Wealth Solutions
Colorado
$693K +$206K +2,806 +41%
SWA
42
Sax Wealth Advisors
New Jersey
$664K -$2.94K -40 -0.4%
EC
43
Eaton-Cambridge
Arizona
$643K -$2.87K -39 -0.4%
WWP
44
Waypoint Wealth Partners
California
$629K +$34.7K +472 +6%
APP
45
Avantax Planning Partners
Iowa
$598K +$617K +8,398 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$588K +$606K +8,254 New
SB
47
Strategic Blueprint
Georgia
$587K +$54.7K +744 +10%
Creative Planning
48
Creative Planning
Kansas
$582K
PL
49
Plancorp LLC
Missouri
$572K +$1.25K +17 +0.2%
FPAS
50
Focus Partners Advisor Solutions
Missouri
$542K +$62.3K +848 +13%

AVGE Hedge Fund Activity: Q1 2025 in Review

98 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q1 2025, worth a combined $128M — up 3.9% from $124M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AVGE positions and 4 closed out — a net gain of 6 holders — while 52 added to existing stakes and 21 trimmed.

The largest buyer was BIP Wealth, adding an estimated $1.39M. The largest seller was Advisory Services Network, cutting an estimated $990K.

  • 98 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q1 2025, up from 94 in Q4 2024.
  • Funds reported $128M of Avantis All Equity Markets ETF stock for Q1 2025, up 3.9% quarter-over-quarter.
  • 10 funds opened new Avantis All Equity Markets ETF positions in Q1 2025 and 4 closed out, a net change of +6 holders.
  • The largest Avantis All Equity Markets ETF buyer in Q1 2025 was BIP Wealth, an estimated $1.39M added.
  • The largest Avantis All Equity Markets ETF seller in Q1 2025 was Advisory Services Network, an estimated $990K sold.

Based on aggregated 13F filings for Q1 2025.