Avantis All Equity Markets ETF
AVGE
26 hedge funds and large institutions have $23.4M 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.
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: 16 → 26 (+10)
14% more capital invested
Capital invested by funds: $20.5M → $23.4M (+$2.88M)
11.17% less ownership
Funds ownership: 27.09% → 15.92% (-11%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
+$2.11M |
| 2 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
+$1.5M |
| 3 |
IFA
Index Fund Advisors
Irvine,
California
|
+$849K |
| 4 |
MWP
Meredith Wealth Planning
Maryville,
Illinois
|
+$761K |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$676K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
WorthPointe
La Jolla,
California
|
-$3.71M |
| 2 |
IFS
Intelligent Financial Strategies
Excelsior,
Minnesota
|
-$2.19M |
| 3 |
Jane Street
New York
|
-$624K |
| 4 |
WRPWM
Werba Rubin Papier Wealth Management
San Jose,
California
|
-$40.5K |
| 5 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$11.1K |
AVGE Hedge Fund Activity: Q1 2023 in Review
26 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q1 2023, worth a combined $23.4M — up 14% 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 $23.4M of Avantis All Equity Markets ETF stock for Q1 2023, up 14% 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.