Avantis All Equity Markets ETF
AVGE
94 hedge funds and large institutions have $124M invested in Avantis All Equity Markets ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 18 reducing their positions, and 7 closing their positions.
214% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 7
183% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 18
16% more funds holding
Funds holding: 81 → 94 (+13)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4% less capital invested
Capital invested by funds: $129M → $124M (-$5.39M)
1.51% less ownership
Funds ownership: 28.8% → 27.29% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWP
Meredith Wealth Planning
Maryville,
Illinois
|
+$2.27M |
| 2 |
WA
Wealthstream Advisors
New York
|
+$1.72M |
| 3 |
Betterment LLC
New York
|
+$1.45M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.38M |
| 5 |
FA
Fermata Advisors
Sonoma,
California
|
+$890K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
-$14.6M |
| 2 |
PA
Paragon Advisors
College Station,
Texas
|
-$803K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$557K |
| 4 |
BDWCC
B&D White Capital Company
Lakeway,
Texas
|
-$533K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$357K |
AVGE Hedge Fund Activity: Q4 2024 in Review
94 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q4 2024, worth a combined $124M — down 4.2% from $129M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new AVGE positions and 7 closed out — a net gain of 15 holders — while 51 added to existing stakes and 18 trimmed.
The largest buyer was Meredith Wealth Planning, adding an estimated $2.27M. The largest seller was Modern Wealth Management, cutting an estimated $14.6M.
- 94 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q4 2024, up from 81 in Q3 2024.
- Funds reported $124M of Avantis All Equity Markets ETF stock for Q4 2024, down 4.2% quarter-over-quarter.
- 22 funds opened new Avantis All Equity Markets ETF positions in Q4 2024 and 7 closed out, a net change of +15 holders.
- The largest Avantis All Equity Markets ETF buyer in Q4 2024 was Meredith Wealth Planning, an estimated $2.27M added.
- The largest Avantis All Equity Markets ETF seller in Q4 2024 was Modern Wealth Management, an estimated $14.6M sold.
Based on aggregated 13F filings for Q4 2024.