Avantis All Equity Markets ETF
AVGE
42 hedge funds and large institutions have $45.5M invested in Avantis All Equity Markets ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 3 reducing their positions, and 5 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 3
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more capital invested
Capital invested by funds: $30.4M → $45.5M (+$15.2M)
24% more funds holding
Funds holding: 34 → 42 (+8)
3.95% more ownership
Funds ownership: 16.37% → 20.32% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Paragon Advisors
College Station,
Texas
|
+$10.4M |
| 2 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$1.28M |
| 3 |
WWP
WR Wealth Planners
Columbia,
Missouri
|
+$1.22M |
| 4 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
+$861K |
| 5 |
LPL Financial
San Diego,
California
|
+$647K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$1.61M |
| 2 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$995K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$318K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$273K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$87.7K |
AVGE Hedge Fund Activity: Q3 2023 in Review
42 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q3 2023, worth a combined $45.5M — up 50% from $30.4M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AVGE positions and 5 closed out — a net gain of 8 holders — while 21 added to existing stakes and 3 trimmed.
The largest buyer was Paragon Advisors, opening a new position worth an estimated $10.4M. The largest seller was Corient Private Wealth, exiting entirely with an estimated $1.61M sold.
- 42 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q3 2023, up from 34 in Q2 2023.
- Funds reported $45.5M of Avantis All Equity Markets ETF stock for Q3 2023, up 50% quarter-over-quarter.
- 13 funds opened new Avantis All Equity Markets ETF positions in Q3 2023 and 5 closed out, a net change of +8 holders.
- The largest Avantis All Equity Markets ETF buyer in Q3 2023 was Paragon Advisors, an estimated $10.4M added.
- The largest Avantis All Equity Markets ETF seller in Q3 2023 was Corient Private Wealth, an estimated $1.61M sold.
Based on aggregated 13F filings for Q3 2023.