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Avantis All Equity Markets ETF
AVGE

16 hedge funds and large institutions have $20.5M invested in Avantis All Equity Markets ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more funds holding

Funds holding: 2 → 16 (+14)

387% more capital invested

Capital invested by funds: $4.21M → $20.5M (+$16.3M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

815.36% less ownership

Funds ownership: 842.45% → 27.09% (-815%)

Holders
16
Holders Change
+14
Holders Change %
+700%
% of All Funds
0.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
2
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IFS
Intelligent Financial Strategies
Minnesota
+$6.23M
2
W
WorthPointe
California
+$3.67M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.56M
4
WCA
Waypoint Capital Advisors
Minnesota
+$850K
5
PWA
Physician Wealth Advisors
Utah
+$736K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
1
Intelligent Financial Strategies
Minnesota
$10.6M +$6.23M +113,272 +147%
W
2
WorthPointe
California
$3.71M +$3.67M +66,765 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.57M +$1.56M +28,385 New
WCA
4
Waypoint Capital Advisors
Minnesota
$857K +$850K +15,445 New
PWA
5
Physician Wealth Advisors
Utah
$789K +$736K +13,369 New
WRPWM
6
Werba Rubin Papier Wealth Management
California
$676K +$670K +12,180 New
Jane Street
7
Jane Street
New York
$624K +$618K +11,239 New
Corient Private Wealth
8
Corient Private Wealth
Florida
$505K +$501K +9,106 New
PL
9
Plancorp LLC
Missouri
$444K +$32.5K +590 +8%
IFA
10
Index Fund Advisors
California
$388K +$385K +6,988 New
BJL
11
Brighton Jones LLC
Washington
$264K +$261K +4,747 New
LG
12
LAM Group
Oregon
$71K +$70.4K +1,279 New
AFS
13
Annapolis Financial Services
Maryland
$28.3K +$28.1K +510 New
CIAS
14
Capital Investment Advisory Services
North Carolina
$11.1K +$11K +200 New
Osaic Holdings
15
Osaic Holdings
Arizona
$2K +$1.93K +35 New
TWA
16
TCI Wealth Advisors
Arizona
$1.83K +$1.82K +33 New

AVGE Hedge Fund Activity: Q4 2022 in Review

16 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q4 2022, worth a combined $20.5M — up 387% from $4.21M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AVGE positions and 0 closed out — a net gain of 14 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Intelligent Financial Strategies, adding an estimated $6.23M.

  • 16 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q4 2022, up from 2 in Q3 2022.
  • Funds reported $20.5M of Avantis All Equity Markets ETF stock for Q4 2022, up 387% quarter-over-quarter.
  • 14 funds opened new Avantis All Equity Markets ETF positions in Q4 2022 and 0 closed out, a net change of +14 holders.
  • The largest Avantis All Equity Markets ETF buyer in Q4 2022 was Intelligent Financial Strategies, an estimated $6.23M added.

Based on aggregated 13F filings for Q4 2022.