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Avantis All Equity Markets ETF
AVGE

107 hedge funds and large institutions have $170M invested in Avantis All Equity Markets ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 61 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 19

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $148M → $170M (+$21.9M)

4% more funds holding

Funds holding: 103 → 107 (+4)

0.74% more ownership

Funds ownership: 26.52% → 27.25% (+0.74%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
107
Holders Change
+4
Holders Change %
+3.88%
% of All Funds
1.4%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
11
Increased
61
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BW
BIP Wealth
Georgia
+$1.84M
2
BDWCC
B&D White Capital Company
Texas
+$1.82M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.64M
4
MWP
Meredith Wealth Planning
Illinois
+$1.1M
5
BPA
Beacon Pointe Advisors
California
+$912K

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$1.97M
2
Jane Street
Jane Street
New York
-$1.24M
3
HIP
HUB Investment Partners
Texas
-$810K
4
PA
Paragon Advisors
Texas
-$761K
5
SFC
SYM Financial Corp
Indiana
-$483K
Name Holding Trade Value Shares
Change 		Change in
Stake
HKIMG
26
Hutchens & Kramer Investment Management Group
Indiana
$2.23M +$330K +4,098 +18%
Betterment LLC
27
Betterment LLC
New York
$2.07M +$2.17K +27 +0.1%
WWA
28
WCG Wealth Advisors
Nevada
$2.05M +$47.9K +595 +2%
RW
29
Ridgeline Wealth
Arizona
$1.95M -$107K -1,325 -5%
MWM
30
Modern Wealth Management
Kansas
$1.73M +$49K +609 +3%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$1.71M +$1.64M +20,416 +34,603%
OA
32
Oceanside Advisors
South Carolina
$1.42M +$85.3K +1,059 +7%
WFA
33
WMG Financial Advisors
Tennessee
$1.39M -$149K -1,851 -10%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$1.35M -$483 -6 -0%
CAM
35
Cresset Asset Management
Illinois
$1.13M +$36.4K +452 +3%
AC
36
Apella Capital
Connecticut
$1.04M +$116K +1,442 +13%
LG
37
LAM Group
Oregon
$1.03M +$49.9K +620 +5%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$998K +$78.7K +978 +9%
CW
39
Curio Wealth
Maryland
$994K -$377K -4,686 -28%
BPA
40
Beacon Pointe Advisors
California
$945K +$912K +11,329 New
APP
41
Avantax Planning Partners
Iowa
$865K +$154K +1,913 +23%
IWS
42
Integrity Wealth Solutions
Colorado
$827K +$26.2K +326 +3%
PPWM
43
PFG Private Wealth Management
Florida
$827K +$798K +9,917 New
ASN
44
Advisory Services Network
Georgia
$816K – – –
MWM
45
Modera Wealth Management
New Jersey
$784K +$9.34K +116 +1%
PL
46
Plancorp LLC
Missouri
$779K +$11.4K +142 +2%
Creative Planning
47
Creative Planning
Kansas
$770K +$79.9K +993 +12%
SB
48
Strategic Blueprint
Georgia
$763K +$72.4K +899 +11%
NRG
49
Nemes Rush Group
Michigan
$726K +$40.7K +505 +6%
EC
50
Eaton-Cambridge
Arizona
$659K -$59K -733 -8%
1
2
3 4 5

AVGE Hedge Fund Activity: Q3 2025 in Review

107 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q3 2025, worth a combined $170M — up 15% from $148M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AVGE positions and 5 closed out — a net gain of 6 holders — while 61 added to existing stakes and 19 trimmed.

The largest buyer was BIP Wealth, adding an estimated $1.84M. The largest seller was Strategic Financial Concepts, exiting entirely with an estimated $1.97M sold.

  • 107 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q3 2025, up from 103 in Q2 2025.
  • Funds reported $170M of Avantis All Equity Markets ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 11 funds opened new Avantis All Equity Markets ETF positions in Q3 2025 and 5 closed out, a net change of +6 holders.
  • The largest Avantis All Equity Markets ETF buyer in Q3 2025 was BIP Wealth, an estimated $1.84M added.
  • The largest Avantis All Equity Markets ETF seller in Q3 2025 was Strategic Financial Concepts, an estimated $1.97M sold.

Based on aggregated 13F filings for Q3 2025.