Avantis All Equity Markets ETF
AVGE
34 hedge funds and large institutions have $30.4M invested in Avantis All Equity Markets ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 4 closing their positions.
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
31% more funds holding
Funds holding: 26 → 34 (+8)
30% more capital invested
Capital invested by funds: $23.4M → $30.4M (+$6.98M)
0.45% more ownership
Funds ownership: 15.92% → 16.37% (+0.45%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.14M |
| 2 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$1.02M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$995K |
| 4 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
+$956K |
| 5 |
FA
Fermata Advisors
Sonoma,
California
|
+$693K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFS
Intelligent Financial Strategies
Excelsior,
Minnesota
|
-$784K |
| 2 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$537K |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$434K |
| 4 |
BJL
Brighton Jones LLC
Seattle,
Washington
|
-$290K |
| 5 |
TSS
Two Sigma Securities
New York
|
-$243K |
AVGE Hedge Fund Activity: Q2 2023 in Review
34 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q2 2023, worth a combined $30.4M — up 30% from $23.4M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AVGE positions and 4 closed out — a net gain of 8 holders — while 13 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.14M. The largest seller was Intelligent Financial Strategies, cutting an estimated $784K.
- 34 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q2 2023, up from 26 in Q1 2023.
- Funds reported $30.4M of Avantis All Equity Markets ETF stock for Q2 2023, up 30% quarter-over-quarter.
- 12 funds opened new Avantis All Equity Markets ETF positions in Q2 2023 and 4 closed out, a net change of +8 holders.
- The largest Avantis All Equity Markets ETF buyer in Q2 2023 was LPL Financial, an estimated $1.14M added.
- The largest Avantis All Equity Markets ETF seller in Q2 2023 was Intelligent Financial Strategies, an estimated $784K sold.
Based on aggregated 13F filings for Q2 2023.