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Avantis All Equity Markets ETF

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.

New
Increased
Maintained
Reduced
Closed

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

40% more capital invested

Capital invested by funds: $21.7M → $30.4M (+$8.68M)

31% more funds holding

Funds holding: 2634 (+8)

0.45% more ownership

Funds ownership: 15.92%16.37% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
34
Holders Change
+8
Holders Change %
+30.77%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
13
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFS
1
Intelligent Financial Strategies
Minnesota
$8.34M -$784K -13,496 -9%
CIA
2
Compass Ion Advisors
Pennsylvania
$3.17M +$956K +16,461 +45%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.88M +$109K +1,883 +6%
IFA
4
Index Fund Advisors
California
$1.7M +$391K +6,727 +31%
Corient Private Wealth
5
Corient Private Wealth
Florida
$1.61M +$354K +6,090 +29%
LPL Financial
6
LPL Financial
California
$1.51M +$1.14M +19,678 +355%
WCA
7
Waypoint Capital Advisors
Minnesota
$1.08M
ACP
8
Aveo Capital Partners
Colorado
$1.06M +$1.02M +17,606 New
ASN
9
Advisory Services Network
Georgia
$1.03M +$995K +17,132 New
VWA
10
V Wealth Advisors
Kansas
$995K -$537K -9,238 -36%
PWA
11
Physician Wealth Advisors
Utah
$847K +$33.3K +573 +4%
MWP
12
Meredith Wealth Planning
Illinois
$843K +$54.2K +933 +7%
FA
13
Fermata Advisors
California
$715K +$693K +11,921 New
SWA
14
Sax Wealth Advisors
New Jersey
$665K +$267K +4,595 +71%
WRPWM
15
Werba Rubin Papier Wealth Management
California
$590K -$95.7K -1,647 -14%
PL
16
Plancorp LLC
Missouri
$480K
Creative Planning
17
Creative Planning
Kansas
$465K +$450K +7,751 New
WFA
18
WMG Financial Advisors
Tennessee
$414K +$401K +6,902 New
CWM
19
Collaborative Wealth Management
Florida
$353K +$342K +5,878 New
SHFA
20
SC&H Financial Advisors
Maryland
$339K +$117K +2,015 +55%
EAM
21
Evanson Asset Management
California
$327K +$316K +5,443 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$318K +$308K +5,295 New
Citadel Advisors
23
Citadel Advisors
Florida
$273K +$265K +4,555 New
BCI
24
Brinker Capital Investments
Pennsylvania
$260K
OPS
25
Orion Portfolio Solutions
Nebraska
$260K

AVGE Hedge Fund Activity: Q2 2023 in Review

34 of the 6,369 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 40% from $21.7M 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 40% 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.