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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
PWMG
101
Private Wealth Management Group
New Jersey
$105K +$39.8K +471 +63%
VWA
102
Valued Wealth Advisors
Utah
$101K +$9.38K +111 +10%
OCM
103
Orion Capital Management
California
$99.7K +$845 +10 +0.9%
PTC
104
Private Trust Company
Ohio
$89.8K +$40.1K +475 +83%
MFT
105
Moisand Fitzgerald Tamayo
Florida
$61.6K -$338 -4 -0.6%
AAP
106
Arax Advisory Partners
Colorado
$56.9K +$56K +662 New
JP Morgan Chase
107
JP Morgan Chase
New York
$41.9K -$14.8K -175 -26%
TM
108
Torren Management
California
$36.1K +$35.5K +420 New
Wells Fargo
109
Wells Fargo
California
$29.3K -$3.72K -44 -11%
NA
110
NewEdge Advisors
Louisiana
$22.5K +$5.07K +60 +30%
CFO
111
CVA Family Office
Colorado
$16.2K
PMIM
112
Prudent Man Investment Management
Colorado
$14.5K -$29.3K -347 -67%
NWM
113
Navigoe Wealth Management
California
$13K
GRP
114
Global Retirement Partners
California
$12.1K +$85 +1 +0.7%
AP
115
Atwood & Palmer
Missouri
$9.37K +$9.21K +109 New
EWA
116
Elevate Wealth Advisory
Georgia
$9.36K +$6.93K +82 +304%
EP
117
Essential Partners
California
$8.59K
TFG
118
Team Financial Group
California
$7.28K +$7.18K +85 New
ME
119
McIlrath & Eck
Washington
$7.04K -$1.27K -15 -15%
NRWA
120
North Ridge Wealth Advisors
Oregon
$6.01K
GTAM
121
Global Trust Asset Management
Florida
$3.27K -$22.1K -262 -87%
SIC
122
SJS Investment Consulting
Ohio
$1.63K
Morgan Stanley
123
Morgan Stanley
New York
$344
BTI
124
Blue Trust Inc
Georgia
$44
WRPWM
125
Werba Rubin Papier Wealth Management
California
-$2.79M -33,395 Closed