Avantis All Equity Markets ETF
AVGE
81 hedge funds and large institutions have $129M invested in Avantis All Equity Markets ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
175% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 16
34% more capital invested
Capital invested by funds: $95.8M → $129M (+$33.1M)
11% more funds holding
Funds holding: 73 → 81 (+8)
6.96% less ownership
Funds ownership: 35.76% → 28.8% (-7%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFO
76
CVA Family Office
Denver,
Colorado
| $16.1K | -$6.45K | -91 | -29% |
|
|
CA
77
Continuum Advisory
Eagle,
Idaho
| $11.5K | +$3.12K | +44 | +40% |
|
|
RWM
78
Ruedi Wealth Management
Champaign,
Illinois
| $3.1K | +$2.98K | +42 | New |
|
79
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1.77K | +$1.7K | +24 | New |
|
|
SIC
80
SJS Investment Consulting
Sylvania,
Ohio
| $1.4K | – | – | – |
|
81
Morgan Stanley
New York
| $152 | +$71 | +1 | +100% |
|
|
SWA
82
Sax Wealth Advisors
Parsippany,
New Jersey
| – | -$609K | -8,791 | Closed |
|
83
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$262K | -3,773 | Closed |
|
|
KAS
84
Kestra Advisory Services
Austin,
Texas
| – | -$216K | -3,111 | Closed |
|
|
OCM
85
Orion Capital Management
Coronado,
California
| – | -$73.2K | -1,056 | Closed |
|
AVGE Hedge Fund Activity: Q3 2024 in Review
81 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q3 2024, worth a combined $129M — up 34% from $95.8M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AVGE positions and 4 closed out — a net gain of 9 holders — while 44 added to existing stakes and 16 trimmed.
The largest buyer was Modern Wealth Management, opening a new position worth an estimated $15.5M. The largest seller was Strategic Financial Concepts, cutting an estimated $36.2M.
- 81 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q3 2024, up from 73 in Q2 2024.
- Funds reported $129M of Avantis All Equity Markets ETF stock for Q3 2024, up 34% quarter-over-quarter.
- 13 funds opened new Avantis All Equity Markets ETF positions in Q3 2024 and 4 closed out, a net change of +9 holders.
- The largest Avantis All Equity Markets ETF buyer in Q3 2024 was Modern Wealth Management, an estimated $15.5M added.
- The largest Avantis All Equity Markets ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $36.2M sold.
Based on aggregated 13F filings for Q3 2024.