Avantis All Equity Markets ETF
AVGE
64 hedge funds and large institutions have $83.2M invested in Avantis All Equity Markets ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 6 reducing their positions, and 3 closing their positions.
550% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 6
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
40% more capital invested
Capital invested by funds: $59.6M → $83.2M (+$23.6M)
19% more funds holding
Funds holding: 54 → 64 (+10)
3.55% more ownership
Funds ownership: 21.11% → 24.65% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NRW
Nova R Wealth
Overland Park,
Kansas
|
+$6.76M |
| 2 |
FWM
FMB Wealth Management
Westlake Village,
California
|
+$3.86M |
| 3 |
WA
Wealthstream Advisors
New York
|
+$3.8M |
| 4 |
PA
Paragon Advisors
College Station,
Texas
|
+$1.05M |
| 5 |
LPL Financial
San Diego,
California
|
+$737K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$2.05M |
| 2 |
IFS
Intelligent Financial Strategies
Excelsior,
Minnesota
|
-$1.88M |
| 3 |
SWA
Sax Wealth Advisors
Parsippany,
New Jersey
|
-$754K |
| 4 |
AFS
Annapolis Financial Services
Annapolis,
Maryland
|
-$256K |
| 5 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
-$41.2K |
AVGE Hedge Fund Activity: Q1 2024 in Review
64 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q1 2024, worth a combined $83.2M — up 40% from $59.6M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AVGE positions and 3 closed out — a net gain of 10 holders — while 39 added to existing stakes and 6 trimmed.
The largest buyer was Nova R Wealth, opening a new position worth an estimated $6.76M. The largest seller was Corient Private Wealth, exiting entirely with an estimated $2.05M sold.
- 64 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q1 2024, up from 54 in Q4 2023.
- Funds reported $83.2M of Avantis All Equity Markets ETF stock for Q1 2024, up 40% quarter-over-quarter.
- 13 funds opened new Avantis All Equity Markets ETF positions in Q1 2024 and 3 closed out, a net change of +10 holders.
- The largest Avantis All Equity Markets ETF buyer in Q1 2024 was Nova R Wealth, an estimated $6.76M added.
- The largest Avantis All Equity Markets ETF seller in Q1 2024 was Corient Private Wealth, an estimated $2.05M sold.
Based on aggregated 13F filings for Q1 2024.