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Avantis All Equity Markets ETF

129 hedge funds and large institutions have $254M invested in Avantis All Equity Markets ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 70 increasing their positions, 32 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

119% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 32

4% more funds holding

Funds holding: 124129 (+5)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

46.2% less ownership

Funds ownership: 78.3%32.09% (-46%)

94% less capital invested

Capital invested by funds: $4.09B → $254M (-$3.83B)

Holders
129
Holders Change
+5
Holders Change %
+4.03%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
11
Increased
70
Reduced
32
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
76
Canvas Wealth Advisors
Kansas
$416K +$69.7K +774 +20%
CWM
77
Collaborative Wealth Management
Florida
$408K -$2.55M -28,298 -86%
SWA
78
Sax Wealth Advisors
New Jersey
$399K
MWM
79
Meritas Wealth Management
California
$381K +$79.9K +888 +26%
AWM
80
Aprio Wealth Management
Georgia
$380K +$3.15K +35 +0.8%
SAI
81
Savvy Advisors Inc
New York
$372K +$23.4K +260 +7%
BWS
82
BCR Wealth Strategies
Alabama
$372K +$51.7K +575 +16%
RLIM
83
Red Lighthouse Investment Management
New York
$348K +$66.6K +740 +23%
GPWA
84
Great Point Wealth Advisors
Massachusetts
$340K +$44.5K +494 +15%
AFA
85
Arlington Financial Advisors
California
$331K -$2.7K -30 -0.8%
FWM
86
Fonville Wealth Management
Virginia
$290K +$31.1K +345 +12%
DWM
87
Diversify Wealth Management
Utah
$274K +$262K +2,909 New
MWM
88
McCartney Wealth Management
Missouri
$260K +$6.03K +67 +2%
EWA
89
EverSource Wealth Advisors
Alabama
$253K +$5.94K +66 +2%
AWM
90
AE Wealth Management
Kansas
$252K
BAM
91
Bayshore Asset Management
Florida
$250K +$41.8K +464 +20%
WAS
92
WESPAC Advisors SoCal
California
$241K -$15.3K -170 -6%
AC
93
Annandale Capital
Texas
$238K
MML Investors Services
94
MML Investors Services
Massachusetts
$235K +$14.9K +166 +7%
VCP
95
Vista Capital Partners
Oregon
$234K -$3.24K -36 -1%
NWM
96
Northwest Wealth Management
Iowa
$214K -$24.8K -276 -10%
TAWM
97
Three Arch Wealth Management
California
$209K -$138K -1,538 -39%
PWA
98
Physician Wealth Advisors
Utah
$207K -$62.4K -693 -23%
ACM
99
Aspen Capital Management
Idaho
$206K +$210K +2,336 New
BHWM
100
Beaird Harris Wealth Management
Texas
$202K +$18.3K +203 +10%

AVGE Hedge Fund Activity: Q1 2026 in Review

129 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q1 2026, worth a combined $254M — down 94% from $4.09B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AVGE positions and 5 closed out — a net gain of 6 holders — while 70 added to existing stakes and 32 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $14.8M. The largest seller was Align Financial, cutting an estimated $345M.

  • 129 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q1 2026, up from 124 in Q4 2025.
  • Funds reported $254M of Avantis All Equity Markets ETF stock for Q1 2026, down 94% quarter-over-quarter.
  • 11 funds opened new Avantis All Equity Markets ETF positions in Q1 2026 and 5 closed out, a net change of +6 holders.
  • The largest Avantis All Equity Markets ETF buyer in Q1 2026 was Commonwealth Equity Services, an estimated $14.8M added.
  • The largest Avantis All Equity Markets ETF seller in Q1 2026 was Align Financial, an estimated $345M sold.

Based on aggregated 13F filings for Q1 2026.