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Avantis All Equity Markets ETF

129 hedge funds and large institutions have $254M invested in Avantis All Equity Markets ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 70 increasing their positions, 32 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

119% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 32

4% more funds holding

Funds holding: 124129 (+5)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

46.2% less ownership

Funds ownership: 78.3%32.09% (-46%)

94% less capital invested

Capital invested by funds: $4.09B → $254M (-$3.83B)

Holders
129
Holders Change
+5
Holders Change %
+4.03%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
11
Increased
70
Reduced
32
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNWA
101
Henrickson Nauta Wealth Advisors
Michigan
$202K -$218K -2,425 -51%
Osaic Holdings
102
Osaic Holdings
Arizona
$173K +$33.8K +375 +24%
AF
103
Allworth Financial
California
$161K
PWMG
104
Private Wealth Management Group
New Jersey
$141K +$34.8K +387 +32%
LI
105
LRI Investments
Florida
$127K +$270 +3 +0.2%
OCM
106
Orion Capital Management
California
$105K +$2.7K +30 +3%
PTC
107
Private Trust Company
Ohio
$101K +$9K +100 +10%
VWA
108
Valued Wealth Advisors
Utah
$89.2K -$14.2K -158 -13%
MFT
109
Moisand Fitzgerald Tamayo
Florida
$64.5K +$1.44K +16 +2%
TM
110
Torren Management
California
$41K +$4.14K +46 +11%
JP Morgan Chase
111
JP Morgan Chase
New York
$39.5K -$2.34K -26 -5%
NA
112
NewEdge Advisors
Louisiana
$23.1K
VAI
113
Vanguard Advisers Inc
Pennsylvania
$19.4K +$19.8K +220 New
CFO
114
CVA Family Office
Colorado
$16.6K
PMIM
115
Prudent Man Investment Management
Colorado
$14.5K
NWM
116
Navigoe Wealth Management
California
$13K
AAP
117
Arax Advisory Partners
Colorado
$11.7K -$47.6K -529 -80%
EWA
118
Elevate Wealth Advisory
Georgia
$9.68K +$90 +1 +0.9%
EP
119
Essential Partners
California
$8.8K
UBS Group
120
UBS Group
Switzerland
$8.8K +$9K +100 New
TFG
121
Team Financial Group
California
$7.65K +$180 +2 +2%
ME
122
McIlrath & Eck
Washington
$7.22K
BH
123
Burk Holdings
Oklahoma
$4.14K +$4.23K +47 New
GTAM
124
Global Trust Asset Management
Florida
$3.35K
SIC
125
SJS Investment Consulting
Ohio
$1.67K

AVGE Hedge Fund Activity: Q1 2026 in Review

129 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q1 2026, worth a combined $254M — down 94% from $4.09B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AVGE positions and 5 closed out — a net gain of 6 holders — while 70 added to existing stakes and 32 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $14.8M. The largest seller was Align Financial, cutting an estimated $345M.

  • 129 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q1 2026, up from 124 in Q4 2025.
  • Funds reported $254M of Avantis All Equity Markets ETF stock for Q1 2026, down 94% quarter-over-quarter.
  • 11 funds opened new Avantis All Equity Markets ETF positions in Q1 2026 and 5 closed out, a net change of +6 holders.
  • The largest Avantis All Equity Markets ETF buyer in Q1 2026 was Commonwealth Equity Services, an estimated $14.8M added.
  • The largest Avantis All Equity Markets ETF seller in Q1 2026 was Align Financial, an estimated $345M sold.

Based on aggregated 13F filings for Q1 2026.