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Avantis All Equity Markets ETF
AVGE

Overview Fund Activity

73 hedge funds and large institutions have $95.8M invested in Avantis All Equity Markets ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
73
Holders Change
+9
Holders Change %
+14.06%
% of All Funds
1.06%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
14
Increased
44
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$2.47M
2
WA
2
Wealthstream Advisors
New York
$8.05M
3
AC
3
Apella Capital
Connecticut
$1.5M
4
LPL Financial
4
LPL Financial
California
$4.78M
5
PA
5
Paragon Advisors
Texas
$12M

Top Sellers

1
VFPI
1
Vantage Financial Partners (Illinois)
Illinois
$0
2
MWA
2
MN Wealth Advisors
Kansas
$0
3
WCA
3
Waypoint Capital Advisors
Minnesota
$1.06M
4
NWM
4
Northwest Wealth Management
Iowa
$299K
5
IFS
5
Intelligent Financial Strategies
Minnesota
$4.98M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
76
UBS Group
Switzerland
– – -820 Closed
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
– – -316 Closed
Fidelity Investments
78
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
79
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4