Avantis All Equity Markets ETF
AVGE
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.
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: 103 → 107 (+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: 6 → 6 (0)
Top Buyers
Top Sellers
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$1.97M |
| 2 |
Jane Street
New York
|
-$1.24M |
| 3 |
HIP
HUB Investment Partners
Austin,
Texas
|
-$810K |
| 4 |
PA
Paragon Advisors
College Station,
Texas
|
-$761K |
| 5 |
SFC
SYM Financial Corp
Winona Lake,
Indiana
|
-$483K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EP
101
Essential Partners
Rancho Santa Fe,
California
| $8.34K | – | – | – |
|
|
ME
102
McIlrath & Eck
Arlington,
Washington
| $8.09K | +$322 | +4 | +4% |
|
|
NRWA
103
North Ridge Wealth Advisors
Beaverton,
Oregon
| $5.84K | – | – | – |
|
|
EWA
104
Elevate Wealth Advisory
Athens,
Georgia
| $2.25K | +$81 | +1 | +4% |
|
|
SIC
105
SJS Investment Consulting
Sylvania,
Ohio
| $1.58K | – | – | – |
|
106
Morgan Stanley
New York
| $334 | +$161 | +2 | +100% |
|
|
BTI
107
Blue Trust Inc
Alpharetta,
Georgia
| $42 | – | – | – |
|
|
SFC
108
Strategic Financial Concepts
San Antonio,
Texas
| – | -$1.97M | -25,424 | Closed |
|
|
HIP
109
HUB Investment Partners
Austin,
Texas
| – | -$810K | -10,459 | Closed |
|
|
SFC
110
SYM Financial Corp
Winona Lake,
Indiana
| – | -$483K | -6,233 | Closed |
|
|
AAS
111
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$61.4K | -792 | Closed |
|
|
CAIM
112
Catherine Avery Investment Management
Longboat Key,
Florida
| – | -$1.01K | -13 | Closed |
|
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.