Avantis All Equity Markets ETF
AVGE
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.
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: 124 → 129 (+5)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$14.8M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$9.01M |
| 3 |
IC
IEQ Capital
Foster City,
California
|
+$9.01M |
| 4 |
MWP
Meredith Wealth Planning
Maryville,
Illinois
|
+$4.13M |
| 5 |
WRPWM
Werba Rubin Papier Wealth Management
San Jose,
California
|
+$3.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Align Financial
Hermantown,
Minnesota
|
-$345M |
| 2 |
AWM
Austin Wealth Management
Austin,
Texas
|
-$4.04M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
-$3.22M |
| 4 |
CWM
Collaborative Wealth Management
Lake Mary,
Florida
|
-$2.55M |
| 5 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$2.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Morgan Stanley
New York
| $352 | – | – | – |
|
127
Wells Fargo
San Francisco,
California
| $81 | -$30.6K | -340 | -100% |
|
|
BTI
128
Blue Trust Inc
Alpharetta,
Georgia
| $45 | – | – | – |
|
|
AWM
129
Austin Wealth Management
Austin,
Texas
| – | -$4.04M | -45,820 | Closed |
|
|
AWM
130
Axxcess Wealth Management
Carlsbad,
California
| – | -$2.3M | -26,819 | Closed |
|
|
MFG
131
Magnus Financial Group
New York
| – | -$209K | -2,431 | Closed |
|
|
AP
132
Atwood & Palmer
Kansas City,
Missouri
| – | -$9.37K | -109 | Closed |
|
|
NRWA
133
North Ridge Wealth Advisors
Beaverton,
Oregon
| – | -$6.01K | -70 | Closed |
|
|
HFS
134
Hantz Financial Services
Southfield,
Michigan
| – | +$90 | +1 | New |
|
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.