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Avantis All Equity Markets ETF

98 hedge funds and large institutions have $128M invested in Avantis All Equity Markets ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

148% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 21

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

4% more funds holding

Funds holding: 9498 (+4)

4% more capital invested

Capital invested by funds: $124M → $128M (+$4.83M)

0.23% less ownership

Funds ownership: 27.29%27.07% (-0.23%)

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
1.31%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
10
Increased
52
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
51
Versant Capital Management
Arizona
$494K +$234K +3,187 +85%
NRG
52
Nemes Rush Group
Michigan
$484K +$224K +3,050 +81%
TWA
53
TCI Wealth Advisors
Arizona
$404K +$19.8K +270 +5%
GAM
54
GEM Asset Management
Michigan
$401K +$35.4K +482 +9%
HF
55
Holcombe Financial
Georgia
$400K +$19.9K +271 +5%
OWA
56
Oak Wealth Advisors
Illinois
$352K -$135K -1,836 -27%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$343K +$147 +2 +0%
SRC
58
Sage Rhino Capital
California
$338K +$349K +4,751 New
FM
59
Foster & Motley
Ohio
$327K -$21.2K -288 -6%
CCMI
60
Creative Capital Management Investments
California
$323K +$1.54K +21 +0.5%
BWP
61
Barlow Wealth Partners
Kentucky
$314K
WAS
62
WESPAC Advisors SoCal
California
$280K -$21.7K -295 -7%
VF
63
Vawter Financial
Ohio
$270K +$55.5K +755 +25%
AAS
64
Ameritas Advisory Services
Nebraska
$269K
AFA
65
Arlington Financial Advisors
California
$269K +$25.4K +346 +10%
PWA
66
Physician Wealth Advisors
Utah
$269K -$397K -5,403 -59%
GPWA
67
Great Point Wealth Advisors
Massachusetts
$253K +$13K +177 +5%
CWA
68
Canvas Wealth Advisors
Kansas
$215K +$231K +3,146 New
BWS
69
BCR Wealth Strategies
Alabama
$212K +$7.05K +96 +3%
NWM
70
Northwest Wealth Management
Iowa
$208K +$215K +2,925 New
EWA
71
EverSource Wealth Advisors
Alabama
$175K +$47.6K +648 +36%
CA
72
Clearstead Advisors
Ohio
$115K +$118K +1,609 New
LI
73
LRI Investments
Florida
$102K
OCM
74
Orion Capital Management
California
$79.9K +$735 +10 +0.9%
RLIM
75
Red Lighthouse Investment Management
New York
$76.5K -$74.5K -1,014 -48%

AVGE Hedge Fund Activity: Q1 2025 in Review

98 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q1 2025, worth a combined $128M — up 3.9% from $124M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AVGE positions and 4 closed out — a net gain of 6 holders — while 52 added to existing stakes and 21 trimmed.

The largest buyer was BIP Wealth, adding an estimated $1.39M. The largest seller was Advisory Services Network, cutting an estimated $990K.

  • 98 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q1 2025, up from 94 in Q4 2024.
  • Funds reported $128M of Avantis All Equity Markets ETF stock for Q1 2025, up 3.9% quarter-over-quarter.
  • 10 funds opened new Avantis All Equity Markets ETF positions in Q1 2025 and 4 closed out, a net change of +6 holders.
  • The largest Avantis All Equity Markets ETF buyer in Q1 2025 was BIP Wealth, an estimated $1.39M added.
  • The largest Avantis All Equity Markets ETF seller in Q1 2025 was Advisory Services Network, an estimated $990K sold.

Based on aggregated 13F filings for Q1 2025.