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Avantis All Equity Markets ETF

26 hedge funds and large institutions have $21.7M invested in Avantis All Equity Markets ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

63% more funds holding

Funds holding: 1626 (+10)

6% more capital invested

Capital invested by funds: $20.5M → $21.7M (+$1.19M)

11.17% less ownership

Funds ownership: 27.09%15.92% (-11%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
26
Holders Change
+10
Holders Change %
+62.5%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
9
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFS
1
Intelligent Financial Strategies
Minnesota
$8.81M -$2.19M -37,725 -20%
CIA
2
Compass Ion Advisors
Pennsylvania
$2.1M +$2.11M +36,341 New
VWA
3
V Wealth Advisors
Kansas
$1.49M +$1.5M +25,814 New
IFA
4
Index Fund Advisors
California
$1.25M +$849K +14,644 +210%
Corient Private Wealth
5
Corient Private Wealth
Florida
$1.2M +$676K +11,667 +128%
WCA
6
Waypoint Capital Advisors
Minnesota
$1.04M +$152K +2,616 +17%
PWA
7
Physician Wealth Advisors
Utah
$788K +$6.67K +115 +0.9%
MWP
8
Meredith Wealth Planning
Illinois
$758K +$761K +13,117 New
WRPWM
9
Werba Rubin Papier Wealth Management
California
$664K -$40.5K -699 -6%
PL
10
Plancorp LLC
Missouri
$462K
AAS
11
Ameritas Advisory Services
Nebraska
$434K +$433K +7,460 New
CWA
12
Canvas Wealth Advisors
Kansas
$406K +$408K +7,039 New
SWA
13
Sax Wealth Advisors
New Jersey
$375K +$376K +6,493 New
LPL Financial
14
LPL Financial
California
$320K +$321K +5,537 New
BJL
15
Brighton Jones LLC
Washington
$290K +$15.5K +267 +6%
BCI
16
Brinker Capital Investments
Pennsylvania
$250K +$251K +4,324 New
OPS
17
Orion Portfolio Solutions
Nebraska
$250K +$251K +4,324 New
TSS
18
Two Sigma Securities
New York
$243K +$244K +4,208 New
SHFA
19
SC&H Financial Advisors
Maryland
$210K +$211K +3,634 New
LG
20
LAM Group
Oregon
$194K +$120K +2,075 +162%
AFS
21
Annapolis Financial Services
Maryland
$109K +$79.5K +1,371 +269%
CFO
22
CVA Family Office
Colorado
$14.5K +$14.6K +251 New
BHWM
23
Beaird Harris Wealth Management
Texas
$14.4K +$14.4K +249 New
TWA
24
TCI Wealth Advisors
Arizona
$3.47K +$1.57K +27 +82%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.02K

AVGE Hedge Fund Activity: Q1 2023 in Review

26 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q1 2023, worth a combined $21.7M — up 5.8% from $20.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AVGE positions and 3 closed out — a net gain of 10 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Compass Ion Advisors, opening a new position worth an estimated $2.11M. The largest seller was WorthPointe, exiting entirely with an estimated $3.71M sold.

  • 26 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q1 2023, up from 16 in Q4 2022.
  • Funds reported $21.7M of Avantis All Equity Markets ETF stock for Q1 2023, up 5.8% quarter-over-quarter.
  • 13 funds opened new Avantis All Equity Markets ETF positions in Q1 2023 and 3 closed out, a net change of +10 holders.
  • The largest Avantis All Equity Markets ETF buyer in Q1 2023 was Compass Ion Advisors, an estimated $2.11M added.
  • The largest Avantis All Equity Markets ETF seller in Q1 2023 was WorthPointe, an estimated $3.71M sold.

Based on aggregated 13F filings for Q1 2023.