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Avantis All Equity Markets ETF

124 hedge funds and large institutions have $4.09B invested in Avantis All Equity Markets ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,300% more capital invested

Capital invested by funds: $170M → $4.09B (+$3.91B)

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

205% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 22

51.04% more ownership

Funds ownership: 27.25%78.3% (+51%)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

16% more funds holding

Funds holding: 107124 (+17)

Holders
124
Holders Change
+17
Holders Change %
+15.89%
% of All Funds
1.51%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
25
Increased
67
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAI
76
Savvy Advisors Inc
New York
$341K +$335K +3,967 New
CWA
77
Canvas Wealth Advisors
Kansas
$339K +$32.8K +388 +11%
TAWM
78
Three Arch Wealth Management
California
$336K +$331K +3,912 New
AFA
79
Arlington Financial Advisors
California
$325K +$12.4K +147 +4%
BWS
80
BCR Wealth Strategies
Alabama
$314K +$4.9K +58 +2%
MWM
81
Meritas Wealth Management
California
$295K +$66.9K +791 +30%
GPWA
82
Great Point Wealth Advisors
Massachusetts
$289K -$4.9K -58 -2%
AWM
83
Accurate Wealth Management
Florida
$285K +$271K +3,210 New
RLIM
84
Red Lighthouse Investment Management
New York
$276K +$72K +852 +36%
PWA
85
Physician Wealth Advisors
Utah
$261K +$2.2K +26 +0.9%
FWM
86
Fonville Wealth Management
Virginia
$253K +$18.3K +217 +8%
WAS
87
WESPAC Advisors SoCal
California
$250K -$10.3K -122 -4%
MWM
88
McCartney Wealth Management
Missouri
$248K +$244K +2,889 New
AWM
89
AE Wealth Management
Kansas
$246K
EWA
90
EverSource Wealth Advisors
Alabama
$241K +$10.8K +128 +5%
NWM
91
Northwest Wealth Management
Iowa
$232K -$1.27K -15 -0.6%
AC
92
Annandale Capital
Texas
$232K -$85 -1 -0%
VCP
93
Vista Capital Partners
Oregon
$232K +$2.2K +26 +1%
MML Investors Services
94
MML Investors Services
Massachusetts
$215K +$212K +2,506 New
MFG
95
Magnus Financial Group
New York
$209K +$205K +2,431 New
BAM
96
Bayshore Asset Management
Florida
$204K -$5.66K -67 -3%
BHWM
97
Beaird Harris Wealth Management
Texas
$180K +$2.45K +29 +1%
AF
98
Allworth Financial
California
$157K +$19.6K +232 +15%
Osaic Holdings
99
Osaic Holdings
Arizona
$137K +$106K +1,251 +375%
LI
100
LRI Investments
Florida
$124K +$1.01K +12 +0.8%