Avantis All Equity Markets ETF
AVGE
54 hedge funds and large institutions have $59.6M invested in Avantis All Equity Markets ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 4 reducing their positions, and 6 closing their positions.
575% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 4
200% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 6
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
31% more capital invested
Capital invested by funds: $45.5M → $59.6M (+$14.1M)
29% more funds holding
Funds holding: 42 → 54 (+12)
0.79% more ownership
Funds ownership: 20.32% → 21.11% (+0.79%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$1.91M |
| 2 |
WA
Wealthstream Advisors
New York
|
+$1.3M |
| 3 |
IFA
Index Fund Advisors
Irvine,
California
|
+$659K |
| 4 |
EAM
Evanson Asset Management
Carmel,
California
|
+$565K |
| 5 |
LPL Financial
San Diego,
California
|
+$563K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFS
Intelligent Financial Strategies
Excelsior,
Minnesota
|
-$2.14M |
| 2 |
PA
Paragon Advisors
College Station,
Texas
|
-$1.68M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$344K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$254K |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$254K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BHWM
51
Beaird Harris Wealth Management
Dallas,
Texas
| $16.1K | – | – | – |
|
52
Bank of Montreal
Toronto,
Ontario, Canada
| $13.5K | +$12.5K | +208 | New |
|
53
Osaic Holdings
Scottsdale,
Arizona
| $4.21K | -$109K | -1,811 | -97% |
|
|
SIC
54
SJS Investment Consulting
Sylvania,
Ohio
| $1.04K | – | – | – |
|
|
AAS
55
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$344K | -5,853 | Closed |
|
|
BCI
56
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$254K | -4,324 | Closed |
|
|
OPS
57
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$254K | -4,324 | Closed |
|
|
CWA
58
Canvas Wealth Advisors
Shawnee,
Kansas
| – | -$245K | -4,297 | Closed |
|
|
HIGP
59
Hill Investment Group Partners
St. Louis,
Missouri
| – | -$202K | -3,427 | Closed |
|
60
UBS Group
Zurich,
Switzerland
| – | -$12.4K | -211 | Closed |
|
AVGE Hedge Fund Activity: Q4 2023 in Review
54 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q4 2023, worth a combined $59.6M — up 31% from $45.5M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new AVGE positions and 6 closed out — a net gain of 12 holders — while 27 added to existing stakes and 4 trimmed.
The largest buyer was Corient Private Wealth, opening a new position worth an estimated $1.91M. The largest seller was Intelligent Financial Strategies, cutting an estimated $2.14M.
- 54 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q4 2023, up from 42 in Q3 2023.
- Funds reported $59.6M of Avantis All Equity Markets ETF stock for Q4 2023, up 31% quarter-over-quarter.
- 18 funds opened new Avantis All Equity Markets ETF positions in Q4 2023 and 6 closed out, a net change of +12 holders.
- The largest Avantis All Equity Markets ETF buyer in Q4 2023 was Corient Private Wealth, an estimated $1.91M added.
- The largest Avantis All Equity Markets ETF seller in Q4 2023 was Intelligent Financial Strategies, an estimated $2.14M sold.
Based on aggregated 13F filings for Q4 2023.