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Avantis All Equity Markets ETF

107 hedge funds and large institutions have $170M invested in Avantis All Equity Markets ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 61 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 19

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $148M → $170M (+$21.9M)

4% more funds holding

Funds holding: 103107 (+4)

0.74% more ownership

Funds ownership: 26.52%27.25% (+0.74%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
107
Holders Change
+4
Holders Change %
+3.88%
% of All Funds
1.4%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
11
Increased
61
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
76
Fonville Wealth Management
Virginia
$228K +$403 +5 +0.2%
NWM
77
Northwest Wealth Management
Iowa
$227K
EWA
78
EverSource Wealth Advisors
Alabama
$223K +$11.4K +141 +6%
VCP
79
Vista Capital Partners
Oregon
$223K +$2.25K +28 +1%
MWM
80
Meritas Wealth Management
California
$221K +$213K +2,646 New
BAM
81
Bayshore Asset Management
Florida
$203K +$196K +2,438 New
RLIM
82
Red Lighthouse Investment Management
New York
$197K +$11.1K +138 +6%
BHWM
83
Beaird Harris Wealth Management
Texas
$172K +$108K +1,343 +186%
AF
84
Allworth Financial
California
$133K
LI
85
LRI Investments
Florida
$119K
OCM
86
Orion Capital Management
California
$95.9K +$81 +1 +0.1%
VWA
87
Valued Wealth Advisors
Utah
$88.5K +$2.9K +36 +4%
PWMG
88
Private Wealth Management Group
New Jersey
$62.4K +$2.42K +30 +4%
MFT
89
Moisand Fitzgerald Tamayo
Florida
$60.1K +$805 +10 +1%
JP Morgan Chase
90
JP Morgan Chase
New York
$55.3K
PTC
91
Private Trust Company
Ohio
$47.5K +$45.9K +570 New
PMIM
92
Prudent Man Investment Management
Colorado
$37.3K
Wells Fargo
93
Wells Fargo
California
$32.1K +$3.62K +45 +13%
Osaic Holdings
94
Osaic Holdings
Arizona
$27.2K +$8.53K +106 +46%
GTAM
95
Global Trust Asset Management
Florida
$25K -$3.22K -40 -12%
NA
96
NewEdge Advisors
Louisiana
$16.8K
CFO
97
CVA Family Office
Colorado
$15.8K
NWM
98
Navigoe Wealth Management
California
$12K
RWM
99
Rialto Wealth Management
New York
$11.9K +$3.46K +43 +43%
GRP
100
Global Retirement Partners
California
$11.7K

AVGE Hedge Fund Activity: Q3 2025 in Review

107 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q3 2025, worth a combined $170M — up 15% from $148M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AVGE positions and 5 closed out — a net gain of 6 holders — while 61 added to existing stakes and 19 trimmed.

The largest buyer was BIP Wealth, adding an estimated $1.84M. The largest seller was Strategic Financial Concepts, exiting entirely with an estimated $1.97M sold.

  • 107 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q3 2025, up from 103 in Q2 2025.
  • Funds reported $170M of Avantis All Equity Markets ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 11 funds opened new Avantis All Equity Markets ETF positions in Q3 2025 and 5 closed out, a net change of +6 holders.
  • The largest Avantis All Equity Markets ETF buyer in Q3 2025 was BIP Wealth, an estimated $1.84M added.
  • The largest Avantis All Equity Markets ETF seller in Q3 2025 was Strategic Financial Concepts, an estimated $1.97M sold.

Based on aggregated 13F filings for Q3 2025.