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Avantis All Equity Markets ETF

81 hedge funds and large institutions have $129M invested in Avantis All Equity Markets ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

175% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 16

34% more capital invested

Capital invested by funds: $95.8M → $129M (+$33.1M)

11% more funds holding

Funds holding: 7381 (+8)

6.96% less ownership

Funds ownership: 35.76%28.8% (-7%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
1.16%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
13
Increased
44
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
51
Jane Street
New York
$331K +$318K +4,481 New
BWP
52
Barlow Wealth Partners
Kentucky
$329K
LW
53
Libra Wealth
California
$313K +$638 +9 +0.2%
FM
54
Foster & Motley
Ohio
$311K +$55.5K +783 +23%
WAS
55
WESPAC Advisors SoCal
California
$298K +$17.2K +243 +6%
AAS
56
Ameritas Advisory Services
Nebraska
$279K -$22.3K -314 -8%
AFA
57
Arlington Financial Advisors
California
$275K +$264K +3,725 New
NWM
58
Northwest Wealth Management
Iowa
$272K -$44.8K -632 -15%
GPWA
59
Great Point Wealth Advisors
Massachusetts
$237K +$227K +3,208 New
AWM
60
Arista Wealth Management
Nevada
$226K
VF
61
Vawter Financial
Ohio
$217K +$208K +2,940 New
LI
62
LRI Investments
Florida
$92.9K +$88.1K +1,243 New
RLIM
63
Red Lighthouse Investment Management
New York
$89.6K +$8.36K +118 +11%
VCM
64
Versant Capital Management
Arizona
$74.3K
EWA
65
EverSource Wealth Advisors
Alabama
$74.1K +$17.3K +244 +32%
GTAM
66
Global Trust Asset Management
Florida
$63.5K -$2.34K -33 -4%
VWA
67
Valued Wealth Advisors
Utah
$55.8K +$8.93K +126 +20%
MFT
68
Moisand Fitzgerald Tamayo
Florida
$49.9K +$3.62K +51 +8%
UBS Group
69
UBS Group
Switzerland
$40.8K +$39.1K +552 New
JP Morgan Chase
70
JP Morgan Chase
New York
$34K +$32.6K +460 New
BHWM
71
Beaird Harris Wealth Management
Texas
$28.6K -$15.2K -215 -36%
PWMG
72
Private Wealth Management Group
New Jersey
$24.6K
Osaic Holdings
73
Osaic Holdings
Arizona
$20.8K +$10.6K +150 +115%
BTI
74
Blue Trust Inc
Georgia
$20.1K +$213 +3 +1%
HGERS
75
Householder Group Estate & Retirement Specialist
Arizona
$19K +$12.4K +175 +194%

AVGE Hedge Fund Activity: Q3 2024 in Review

81 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q3 2024, worth a combined $129M — up 34% from $95.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AVGE positions and 4 closed out — a net gain of 9 holders — while 44 added to existing stakes and 16 trimmed.

The largest buyer was Modern Wealth Management, opening a new position worth an estimated $15.5M. The largest seller was Strategic Financial Concepts, cutting an estimated $36.2M.

  • 81 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q3 2024, up from 73 in Q2 2024.
  • Funds reported $129M of Avantis All Equity Markets ETF stock for Q3 2024, up 34% quarter-over-quarter.
  • 13 funds opened new Avantis All Equity Markets ETF positions in Q3 2024 and 4 closed out, a net change of +9 holders.
  • The largest Avantis All Equity Markets ETF buyer in Q3 2024 was Modern Wealth Management, an estimated $15.5M added.
  • The largest Avantis All Equity Markets ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $36.2M sold.

Based on aggregated 13F filings for Q3 2024.