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Avantis All Equity Markets ETF

124 hedge funds and large institutions have $4.09B invested in Avantis All Equity Markets ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,300% more capital invested

Capital invested by funds: $170M → $4.09B (+$3.91B)

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

205% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 22

51.04% more ownership

Funds ownership: 27.25%78.3% (+51%)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

16% more funds holding

Funds holding: 107124 (+17)

Holders
124
Holders Change
+17
Holders Change %
+15.89%
% of All Funds
1.51%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
25
Increased
67
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YWM
26
Yardley Wealth Management
Pennsylvania
$2.59M +$283K +3,350 +13%
Betterment LLC
27
Betterment LLC
New York
$2.48M +$347K +4,106 +17%
HKIMG
28
Hutchens & Kramer Investment Management Group
Indiana
$2.44M +$147K +1,740 +7%
FPAS
29
Focus Partners Advisor Solutions
Missouri
$2.4M +$1.81M +21,464 +330%
RW
30
Ridgeline Wealth
Arizona
$2.4M +$384K +4,545 +19%
SHFA
31
SC&H Financial Advisors
Maryland
$2.38M +$36.8K +435 +2%
AWM
32
Axxcess Wealth Management
California
$2.3M +$2.27M +26,819 New
WWA
33
WCG Wealth Advisors
Nevada
$2.11M -$254 -3 -0%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$1.81M +$47.7K +564 +3%
MWM
35
Modern Wealth Management
Kansas
$1.8M +$14K +166 +0.8%
CW
36
Curio Wealth
Maryland
$1.79M +$732K +8,658 +73%
OA
37
Oceanside Advisors
South Carolina
$1.5M +$40.6K +480 +3%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$1.39M +$7.35K +87 +0.5%
WFA
39
WMG Financial Advisors
Tennessee
$1.37M -$63.8K -755 -5%
AC
40
Apella Capital
Connecticut
$1.35M +$266K +3,150 +25%
IWS
41
Integrity Wealth Solutions
Colorado
$1.31M +$453K +5,358 +54%
BPA
42
Beacon Pointe Advisors
California
$1.23M +$248K +2,932 +26%
CAM
43
Cresset Asset Management
Illinois
$1.2M +$33.4K +395 +3%
APP
44
Avantax Planning Partners
Iowa
$1.09M +$197K +2,335 +23%
LG
45
LAM Group
Oregon
$1.07M +$8.11K +96 +0.8%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$997K -$30.5K -361 -3%
FFA
47
Farther Finance Advisors
California
$920K +$905K +10,710 New
FPI
48
Financial Plan Inc
Washington
$902K +$887K +10,498 New
AWA
49
ARQ Wealth Advisors
Arizona
$877K +$375K +4,439 +77%
HIP
50
HUB Investment Partners
Texas
$867K +$853K +10,094 New