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Avantis All Equity Markets ETF

103 hedge funds and large institutions have $148M invested in Avantis All Equity Markets ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

70% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 30

16% more capital invested

Capital invested by funds: $128M → $148M (+$20M)

5% more funds holding

Funds holding: 98103 (+5)

0.55% less ownership

Funds ownership: 27.07%26.52% (-0.55%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
103
Holders Change
+5
Holders Change %
+5.1%
% of All Funds
1.36%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
11
Increased
51
Reduced
30
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NRG
51
Nemes Rush Group
Michigan
$635K +$101K +1,393 +20%
VCM
52
Versant Capital Management
Arizona
$516K -$20K -276 -4%
SFC
53
SYM Financial Corp
Indiana
$483K +$453K +6,233 New
KAS
54
Kestra Advisory Services
Texas
$483K +$453K +6,233 New
TWA
55
TCI Wealth Advisors
Arizona
$464K +$23.2K +319 +6%
GAM
56
GEM Asset Management
Michigan
$452K +$13.8K +190 +3%
SWA
57
Sax Wealth Advisors
New Jersey
$444K -$260K -3,585 -38%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$402K +$26.9K +371 +8%
HF
59
Holcombe Financial
Georgia
$385K -$47.2K -650 -12%
SRC
60
Sage Rhino Capital
California
$375K +$6.46K +89 +2%
CCMI
61
Creative Capital Management Investments
California
$351K
BWP
62
Barlow Wealth Partners
Kentucky
$350K
AFA
63
Arlington Financial Advisors
California
$284K -$8.86K -122 -3%
FM
64
Foster & Motley
Ohio
$282K -$68.7K -946 -21%
CWA
65
Canvas Wealth Advisors
Kansas
$279K +$26.4K +364 +12%
PWA
66
Physician Wealth Advisors
Utah
$279K -$13.1K -180 -5%
BWS
67
BCR Wealth Strategies
Alabama
$271K +$38K +523 +18%
OWA
68
Oak Wealth Advisors
Illinois
$253K -$122K -1,680 -34%
WAS
69
WESPAC Advisors SoCal
California
$233K -$67.5K -930 -24%
FWM
70
Fonville Wealth Management
Virginia
$211K +$198K +2,723 New
NWM
71
Northwest Wealth Management
Iowa
$211K -$15K -206 -7%
AC
72
Annandale Capital
Texas
$209K +$196K +2,700 New
VCP
73
Vista Capital Partners
Oregon
$205K +$192K +2,644 New
EWA
74
EverSource Wealth Advisors
Alabama
$197K +$5.3K +73 +3%
RLIM
75
Red Lighthouse Investment Management
New York
$172K +$81.9K +1,128 +103%

AVGE Hedge Fund Activity: Q2 2025 in Review

103 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q2 2025, worth a combined $148M — up 16% from $128M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AVGE positions and 5 closed out — a net gain of 6 holders — while 51 added to existing stakes and 30 trimmed.

The largest buyer was Meredith Wealth Planning, adding an estimated $3.32M. The largest seller was Paragon Advisors, cutting an estimated $3.84M.

  • 103 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q2 2025, up from 98 in Q1 2025.
  • Funds reported $148M of Avantis All Equity Markets ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 11 funds opened new Avantis All Equity Markets ETF positions in Q2 2025 and 5 closed out, a net change of +6 holders.
  • The largest Avantis All Equity Markets ETF buyer in Q2 2025 was Meredith Wealth Planning, an estimated $3.32M added.
  • The largest Avantis All Equity Markets ETF seller in Q2 2025 was Paragon Advisors, an estimated $3.84M sold.

Based on aggregated 13F filings for Q2 2025.