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Avantis All Equity Markets ETF

103 hedge funds and large institutions have $148M invested in Avantis All Equity Markets ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

70% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 30

16% more capital invested

Capital invested by funds: $128M → $148M (+$20M)

5% more funds holding

Funds holding: 98103 (+5)

0.55% less ownership

Funds ownership: 27.07%26.52% (-0.55%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
103
Holders Change
+5
Holders Change %
+5.1%
% of All Funds
1.36%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
11
Increased
51
Reduced
30
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWA
26
WCG Wealth Advisors
Nevada
$1.86M -$105K -1,440 -6%
HKIMG
27
Hutchens & Kramer Investment Management Group
Indiana
$1.76M +$1.64M +22,621 New
BDWCC
28
B&D White Capital Company
Texas
$1.75M +$1.64M +22,546 New
Jane Street
29
Jane Street
New York
$1.69M +$1.59M +21,859 New
E
30
EntreWealth
Texas
$1.69M +$579K +7,974 +58%
MWM
31
Modern Wealth Management
Kansas
$1.56M -$34.7K -478 -2%
WFA
32
WMG Financial Advisors
Tennessee
$1.43M +$40.9K +563 +3%
CW
33
Curio Wealth
Maryland
$1.29M +$1.2M +16,529 +23,955%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$1.25M -$1.16M -15,982 -50%
OA
35
Oceanside Advisors
South Carolina
$1.23M +$37.3K +514 +3%
CAM
36
Cresset Asset Management
Illinois
$1.02M +$228K +3,135 +31%
LG
37
LAM Group
Oregon
$910K +$50.6K +696 +6%
AC
38
Apella Capital
Connecticut
$868K -$105K -1,445 -11%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$852K -$45K -619 -5%
HIP
40
HUB Investment Partners
Texas
$810K +$9.15K +126 +1%
ASN
41
Advisory Services Network
Georgia
$768K -$80.3K -1,105 -10%
IWS
42
Integrity Wealth Solutions
Colorado
$743K -$9.95K -137 -1%
MWM
43
Modera Wealth Management
New Jersey
$719K -$299K -4,115 -31%
PL
44
Plancorp LLC
Missouri
$712K +$84.3K +1,160 +14%
WWP
45
Waypoint Wealth Partners
California
$690K +$5.23K +72 +0.8%
EC
46
Eaton-Cambridge
Arizona
$669K -$29.1K -400 -4%
FPAS
47
Focus Partners Advisor Solutions
Missouri
$665K +$70.7K +974 +13%
APP
48
Avantax Planning Partners
Iowa
$655K +$4K +55 +0.7%
SB
49
Strategic Blueprint
Georgia
$639K +$654 +9 +0.1%
Creative Planning
50
Creative Planning
Kansas
$638K +$4.36K +60 +0.7%

AVGE Hedge Fund Activity: Q2 2025 in Review

103 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q2 2025, worth a combined $148M — up 16% from $128M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AVGE positions and 5 closed out — a net gain of 6 holders — while 51 added to existing stakes and 30 trimmed.

The largest buyer was Meredith Wealth Planning, adding an estimated $3.32M. The largest seller was Paragon Advisors, cutting an estimated $3.84M.

  • 103 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q2 2025, up from 98 in Q1 2025.
  • Funds reported $148M of Avantis All Equity Markets ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 11 funds opened new Avantis All Equity Markets ETF positions in Q2 2025 and 5 closed out, a net change of +6 holders.
  • The largest Avantis All Equity Markets ETF buyer in Q2 2025 was Meredith Wealth Planning, an estimated $3.32M added.
  • The largest Avantis All Equity Markets ETF seller in Q2 2025 was Paragon Advisors, an estimated $3.84M sold.

Based on aggregated 13F filings for Q2 2025.