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Avantis All Equity Markets ETF

97 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
Holders
97
Holders Change
+4
Holders Change %
+4.3%
% of All Funds
1.32%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
10
Increased
52
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
YWM
26
Yardley Wealth Management
Pennsylvania
$1.65M +$180K +2,533 +12%
MPW
27
Magnolia Private Wealth
Pennsylvania
$1.6M +$707K +9,935 +80%
MWM
28
Modern Wealth Management
Kansas
$1.47M -$51.4K -722 -3%
WFA
29
WMG Financial Advisors
Tennessee
$1.28M +$11.7K +165 +0.9%
SFC
30
Strategic Financial Concepts
Texas
$1.14M +$172K +2,422 +18%
OA
31
Oceanside Advisors
South Carolina
$1.1M +$60K +843 +6%
CW
32
Curio Wealth
Maryland
$1.04M -$145M -9,629 -99%
E
33
EntreWealth
Texas
$984K +$564K +7,926 +134%
MWM
34
Modera Wealth Management
New Jersey
$954K +$126K +1,774 +15%
AC
35
Apella Capital
Connecticut
$855K -$53.9K -793 -6%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$827K +$46.1K +647 +6%
LG
37
LAM Group
Oregon
$787K +$14.6K +205 +2%
ASN
38
Advisory Services Network
Georgia
$775K -$959K -13,475 -55%
HIP
39
HUB Investment Partners
Texas
$736K +$25.9K +364 +4%
CAM
40
Cresset Asset Management
Illinois
$713K +$97.2K +1,365 +16%
IWS
41
Integrity Wealth Solutions
Colorado
$693K +$200K +2,806 +41%
SWA
42
Sax Wealth Advisors
New Jersey
$664K -$2.85K -40 -0.4%
EC
43
Eaton-Cambridge
Arizona
$643K -$2.78K -39 -0.4%
WWP
44
Waypoint Wealth Partners
California
$629K +$33.6K +472 +6%
APP
45
Avantax Planning Partners
Iowa
$598K +$598K +8,398 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$588K +$588K +8,254 New
SB
47
Strategic Blueprint
Georgia
$587K +$53K +744 +10%
Creative Planning
48
Creative Planning
Kansas
$582K
PL
49
Plancorp LLC
Missouri
$572K +$1.21K +17 +0.2%
FPAS
50
Focus Partners Advisor Solutions
Missouri
$542K +$60.4K +848 +13%