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Avantis All Equity Markets ETF

103 hedge funds and large institutions have $148M invested in Avantis All Equity Markets ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 30 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

70% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 30

16% more capital invested

Capital invested by funds: $128M → $148M (+$20M)

5% more funds holding

Funds holding: 98103 (+5)

0.55% less ownership

Funds ownership: 27.07%26.52% (-0.55%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
103
Holders Change
+5
Holders Change %
+5.1%
% of All Funds
1.36%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
11
Increased
51
Reduced
30
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Allworth Financial
California
$124K +$51.5K +709 +80%
LI
77
LRI Investments
Florida
$111K
OCM
78
Orion Capital Management
California
$89K +$1.96K +27 +2%
VWA
79
Valued Wealth Advisors
Utah
$79.4K +$8.5K +117 +13%
AAS
80
Ameritas Advisory Services
Nebraska
$61.4K -$217K -2,993 -79%
BHWM
81
Beaird Harris Wealth Management
Texas
$56K +$145 +2 +0.3%
PWMG
82
Private Wealth Management Group
New Jersey
$55.6K +$17.5K +241 +51%
MFT
83
Moisand Fitzgerald Tamayo
Florida
$55.1K +$436 +6 +0.9%
JP Morgan Chase
84
JP Morgan Chase
New York
$51.4K +$36.4K +501 +309%
PMIM
85
Prudent Man Investment Management
Colorado
$37.3K
PWM
86
Parkworth Wealth Management
California
$29.8K +$218 +3 +0.8%
Wells Fargo
87
Wells Fargo
California
$26.4K
GTAM
88
Global Trust Asset Management
Florida
$26.3K -$3.63K -50 -13%
Osaic Holdings
89
Osaic Holdings
Arizona
$17.7K -$21.3K -293 -56%
NA
90
NewEdge Advisors
Louisiana
$15.7K
CFO
91
CVA Family Office
Colorado
$14.6K
NWM
92
Navigoe Wealth Management
California
$12K
GRP
93
Global Retirement Partners
California
$10.9K +$10.2K +140 New
RWM
94
Rialto Wealth Management
New York
$7.75K +$2.83K +39 +64%
EP
95
Essential Partners
California
$7.75K +$7.26K +100 New
ME
96
McIlrath & Eck
Washington
$7.21K +$581 +8 +9%
NRWA
97
North Ridge Wealth Advisors
Oregon
$5.42K
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.29K +59 New
EWA
99
Elevate Wealth Advisory
Georgia
$2.01K -$73 -1 -4%
SIC
100
SJS Investment Consulting
Ohio
$1.47K

AVGE Hedge Fund Activity: Q2 2025 in Review

103 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q2 2025, worth a combined $148M — up 16% from $128M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AVGE positions and 5 closed out — a net gain of 6 holders — while 51 added to existing stakes and 30 trimmed.

The largest buyer was Meredith Wealth Planning, adding an estimated $3.32M. The largest seller was Paragon Advisors, cutting an estimated $3.84M.

  • 103 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q2 2025, up from 98 in Q1 2025.
  • Funds reported $148M of Avantis All Equity Markets ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 11 funds opened new Avantis All Equity Markets ETF positions in Q2 2025 and 5 closed out, a net change of +6 holders.
  • The largest Avantis All Equity Markets ETF buyer in Q2 2025 was Meredith Wealth Planning, an estimated $3.32M added.
  • The largest Avantis All Equity Markets ETF seller in Q2 2025 was Paragon Advisors, an estimated $3.84M sold.

Based on aggregated 13F filings for Q2 2025.