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Avantis All Equity Markets ETF
AVGE

Overview Fund Activity

93 hedge funds and large institutions have $124M invested in Avantis All Equity Markets ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
93
Holders Change
+12
Holders Change %
+14.81%
% of All Funds
1.24%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
51
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWP
1
Meredith Wealth Planning
Illinois
$6M
2
WA
2
Wealthstream Advisors
New York
$10.5M
3
Betterment LLC
3
Betterment LLC
New York
$1.86M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.34M
5
FA
5
Fermata Advisors
California
$2.28M

Top Sellers

1
MWM
1
Modern Wealth Management
Kansas
$1.54M
2
PA
2
Paragon Advisors
Texas
$10.5M
3
ASN
3
Advisory Services Network
Georgia
$1.76M
4
BDWCC
4
B&D White Capital Company
Texas
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
51
Focus Partners Advisor Solutions
Missouri
$489K +$27.9K +386 +6%
E
52
EntreWealth
Texas
$433K +$433K +5,893 New
TWA
53
TCI Wealth Advisors
Arizona
$391K +$19K +263 +5%
HF
54
Holcombe Financial
Georgia
$387K +$387K +5,352 New
GAM
55
GEM Asset Management
Michigan
$371K +$37K +511 +11%
FM
56
Foster & Motley
Ohio
$353K +$48.5K +670 +16%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$349K -$152K -2,097 -30%
BWP
58
Barlow Wealth Partners
Kentucky
$328K – – –
CCMI
59
Creative Capital Management Investments
California
$327K +$579 +8 +0.2%
WAS
60
WESPAC Advisors SoCal
California
$306K +$14.9K +206 +5%
AAS
61
Ameritas Advisory Services
Nebraska
$274K +$579 +8 +0.2%
KAS
62
Kestra Advisory Services
Texas
$272K +$272K +3,757 New
NRG
63
Nemes Rush Group
Michigan
$271K +$271K +3,750 New
VCM
64
Versant Capital Management
Arizona
$271K +$198K +2,743 +273%
AFA
65
Arlington Financial Advisors
California
$249K -$21K -290 -8%
GPWA
66
Great Point Wealth Advisors
Massachusetts
$244K +$12.1K +167 +5%
AWM
67
Arista Wealth Management
Nevada
$223K +$1.74K +24 +0.8%
VF
68
Vawter Financial
Ohio
$220K +$7.09K +98 +3%
BWS
69
BCR Wealth Strategies
Alabama
$208K +$208K +2,885 New
RLIM
70
Red Lighthouse Investment Management
New York
$153K +$64.8K +896 +74%
EWA
71
EverSource Wealth Advisors
Alabama
$131K +$58.8K +812 +81%
LI
72
LRI Investments
Florida
$103K +$13.5K +186 +15%
OCM
73
Orion Capital Management
California
$80.5K +$80.5K +1,112 New
GTAM
74
Global Trust Asset Management
Florida
$63.1K +$868 +12 +1%
VWA
75
Valued Wealth Advisors
Utah
$56K +$1.38K +19 +3%
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