Avantis All Equity Markets ETF
AVGE
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.
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: 98 → 103 (+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: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWP
Meredith Wealth Planning
Maryville,
Illinois
|
+$3.32M |
| 2 |
BW
BIP Wealth
Atlanta,
Georgia
|
+$1.69M |
| 3 |
HKIMG
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
+$1.64M |
| 4 |
BDWCC
B&D White Capital Company
Lakeway,
Texas
|
+$1.64M |
| 5 |
Jane Street
New York
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Paragon Advisors
College Station,
Texas
|
-$3.84M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.16M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$588K |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$373K |
| 5 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$299K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAIM
101
Catherine Avery Investment Management
Longboat Key,
Florida
| $1.01K | – | – | – |
|
102
Morgan Stanley
New York
| $181 | +$73 | +1 | +100% |
|
|
BTI
103
Blue Trust Inc
Alpharetta,
Georgia
| $39 | -$20.3K | -279 | -100% |
|
|
ACP
104
Aveo Capital Partners
Englewood,
Colorado
| – | -$1.84M | -25,686 | Closed |
|
|
105
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$588K | -8,254 | Closed |
|
|
VF
106
Vawter Financial
Columbus,
Ohio
| – | -$270K | -3,793 | Closed |
|
|
CA
107
Clearstead Advisors
Cleveland,
Ohio
| – | -$115K | -1,609 | Closed |
|
|
CA
108
Continuum Advisory
Eagle,
Idaho
| – | -$14.7K | -206 | Closed |
|
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.