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Avantis All Equity Markets ETF

124 hedge funds and large institutions have $4.09B invested in Avantis All Equity Markets ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,300% more capital invested

Capital invested by funds: $170M → $4.09B (+$3.91B)

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

205% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 22

51.04% more ownership

Funds ownership: 27.25%78.3% (+51%)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

16% more funds holding

Funds holding: 107124 (+17)

Holders
124
Holders Change
+17
Holders Change %
+15.89%
% of All Funds
1.51%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
25
Increased
67
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
51
Strategic Blueprint
Georgia
$858K +$71K +840 +9%
PL
52
Plancorp LLC
Missouri
$820K +$17.8K +211 +2%
Creative Planning
53
Creative Planning
Kansas
$818K +$24.8K +294 +3%
MWM
54
Modera Wealth Management
New Jersey
$808K
ASN
55
Advisory Services Network
Georgia
$806K -$33.8K -400 -4%
NRG
56
Nemes Rush Group
Michigan
$751K +$3.55K +42 +0.5%
AQR Capital Management
57
AQR Capital Management
Connecticut
$700K +$688K +8,145 New
VCM
58
Versant Capital Management
Arizona
$614K +$31.7K +375 +6%
EC
59
Eaton-Cambridge
Arizona
$613K -$64.4K -762 -10%
VF
60
Vawter Financial
Ohio
$592K +$20.8K +246 +4%
EH
61
Equitable Holdings
New York
$589K +$579K +6,851 New
CCMI
62
Creative Capital Management Investments
California
$555K +$21.3K +252 +4%
FJWM
63
Ferguson Johnson Wealth Management
Maryland
$550K +$542K +6,410 New
GAM
64
GEM Asset Management
Michigan
$537K +$22K +260 +4%
TWA
65
TCI Wealth Advisors
Arizona
$535K +$8.96K +106 +2%
SRC
66
Sage Rhino Capital
California
$499K +$80.7K +955 +20%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$472K +$10.4K +123 +2%
HF
68
Holcombe Financial
Georgia
$451K +$6K +71 +1%
HNWA
69
Henrickson Nauta Wealth Advisors
Michigan
$417K +$399K +4,718 New
KAS
70
Kestra Advisory Services
Texas
$410K +$6.59K +78 +2%
FM
71
Foster & Motley
Ohio
$406K +$69.6K +823 +21%
SWA
72
Sax Wealth Advisors
New Jersey
$399K -$81.1K -959 -17%
BWP
73
Barlow Wealth Partners
Kentucky
$397K
MW
74
Marrick Wealth
California
$387K +$381K +4,506 New
AWM
75
Aprio Wealth Management
Georgia
$368K +$362K +4,285 New