Avantis All Equity Markets ETF
AVGE
98 hedge funds and large institutions have $128M invested in Avantis All Equity Markets ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 21 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
148% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 21
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
4% more funds holding
Funds holding: 94 → 98 (+4)
4% more capital invested
Capital invested by funds: $124M → $128M (+$4.83M)
0.23% less ownership
Funds ownership: 27.29% → 27.07% (-0.23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
BIP Wealth
Atlanta,
Georgia
|
+$1.39M |
| 2 |
MWP
Meredith Wealth Planning
Maryville,
Illinois
|
+$1.34M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$998K |
| 4 |
PAM
Pacific Asset Management
Gig Harbor,
Washington
|
+$942K |
| 5 |
WA
Wealthstream Advisors
New York
|
+$822K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$990K |
| 2 |
CW
Curio Wealth
Annapolis,
Maryland
|
-$707K |
| 3 |
Jane Street
New York
|
-$563K |
| 4 |
PWA
Physician Wealth Advisors
Midvale,
Utah
|
-$397K |
| 5 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
-$374K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
101
Arista Wealth Management
Las Vegas,
Nevada
| – | -$223K | -3,087 | Closed |
|
102
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.74K | -24 | Closed |
|
AVGE Hedge Fund Activity: Q1 2025 in Review
98 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q1 2025, worth a combined $128M — up 3.9% from $124M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new AVGE positions and 4 closed out — a net gain of 6 holders — while 52 added to existing stakes and 21 trimmed.
The largest buyer was BIP Wealth, adding an estimated $1.39M. The largest seller was Advisory Services Network, cutting an estimated $990K.
- 98 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q1 2025, up from 94 in Q4 2024.
- Funds reported $128M of Avantis All Equity Markets ETF stock for Q1 2025, up 3.9% quarter-over-quarter.
- 10 funds opened new Avantis All Equity Markets ETF positions in Q1 2025 and 4 closed out, a net change of +6 holders.
- The largest Avantis All Equity Markets ETF buyer in Q1 2025 was BIP Wealth, an estimated $1.39M added.
- The largest Avantis All Equity Markets ETF seller in Q1 2025 was Advisory Services Network, an estimated $990K sold.
Based on aggregated 13F filings for Q1 2025.