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Avantis All Equity Markets ETF
AVGE

Overview Fund Activity

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.

Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
1.17%
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
–

Top Buyers

1
MWM
1
Modern Wealth Management
Kansas
$20.5M
2
MWP
2
Meredith Wealth Planning
Illinois
$3.88M
3
YWM
3
Yardley Wealth Management
Pennsylvania
$1.51M
4
BW
4
BIP Wealth
Georgia
$1.82M
5
WRPWM
5
Werba Rubin Papier Wealth Management
California
$1.67M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$540K
2
PA
2
Paragon Advisors
Texas
$11.5M
3
AC
3
Apella Capital
Connecticut
$883K
4
SWA
4
Sax Wealth Advisors
New Jersey
$0
5
PWA
5
Physician Wealth Advisors
Utah
$769K
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
51
Jane Street
New York
$331K 4,481 +4,481 New
BWP
52
Barlow Wealth Partners
Kentucky
$329K 4,472 – –
LW
53
Libra Wealth
California
$313K 4,233 +9 +0.2%
FM
54
Foster & Motley
Ohio
$311K 4,209 +783 +23%
WAS
55
WESPAC Advisors SoCal
California
$298K 4,028 +243 +6%
AAS
56
Ameritas Advisory Services
Nebraska
$279K 3,777 -314 -8%
AFA
57
Arlington Financial Advisors
California
$275K 3,725 +3,725 New
NWM
58
Northwest Wealth Management
Iowa
$272K 3,687 -632 -15%
GPWA
59
Great Point Wealth Advisors
Massachusetts
$237K 3,208 +3,208 New
AWM
60
Arista Wealth Management
Nevada
$226K 3,063 – –
VF
61
Vawter Financial
Ohio
$217K 2,940 +2,940 New
LI
62
LRI Investments
Florida
$92.9K 1,243 +1,243 New
RLIM
63
Red Lighthouse Investment Management
New York
$89.6K 1,213 +118 +11%
VCM
64
Versant Capital Management
Arizona
$74.3K 1,006 – –
EWA
65
EverSource Wealth Advisors
Alabama
$74.1K 1,003 +244 +32%
GTAM
66
Global Trust Asset Management
Florida
$63.5K 860 -33 -4%
VWA
67
Valued Wealth Advisors
Utah
$55.8K 755 +126 +20%
MFT
68
Moisand Fitzgerald Tamayo
Florida
$49.9K 676 +51 +8%
UBS Group
69
UBS Group
Switzerland
$40.8K 552 +552 New
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$34K 460 +460 New
BHWM
71
Beaird Harris Wealth Management
Texas
$28.6K 387 -215 -36%
PWMG
72
Private Wealth Management Group
New Jersey
$24.6K 333 – –
Osaic Holdings
73
Osaic Holdings
Arizona
$20.8K 281 +150 +115%
BTI
74
Blue Trust Inc
Georgia
$20.1K 290 +3 +1%
HGERS
75
Householder Group Estate & Retirement Specialist
Arizona
$19K 265 +175 +194%
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