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Avantis All Equity Markets ETF

64 hedge funds and large institutions have $83.2M invested in Avantis All Equity Markets ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
64
Holders Change
+10
Holders Change %
+18.52%
% of All Funds
0.93%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
13
Increased
39
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PA
1
Paragon Advisors
Texas
$11.2M 160,181 +15,902 +11%
NRW
2
Nova R Wealth
Kansas
$7.15M 102,385 +102,385 New
WA
3
Wealthstream Advisors
New York
$6.21M 88,933 +57,534 +183%
CIA
4
Compass Ion Advisors
Pennsylvania
$5.17M 74,033 +5,920 +9%
IFS
5
Intelligent Financial Strategies
Minnesota
$5.16M 73,861 -28,554 -28%
FWM
6
FMB Wealth Management
California
$4.3M 61,595 +58,501 +1,891%
LPL Financial
7
LPL Financial
California
$3.94M 56,384 +11,166 +25%
IFA
8
Index Fund Advisors
California
$3.69M 52,908 +8,124 +18%
SFC
9
Sprinkle Financial Consultants
Colorado
$3.55M 50,792 +2,986 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.13M 44,775 +3,408 +8%
ASN
11
Advisory Services Network
Georgia
$2.2M 31,492 +3,320 +12%
MWP
12
Meredith Wealth Planning
Illinois
$1.83M 26,238 +7,372 +39%
WWP
13
WR Wealth Planners
Missouri
$1.52M 21,723 +1,149 +6%
WWA
14
WCG Wealth Advisors
Nevada
$1.49M 21,342 -105 -0.5%
CWM
15
Collaborative Wealth Management
Florida
$1.49M 21,286 +5,000 +31%
ACP
16
Aveo Capital Partners
Colorado
$1.46M 21,302 +1,716 +9%
SHFA
17
SC&H Financial Advisors
Maryland
$1.35M 19,303 +6,499 +51%
EAM
18
Evanson Asset Management
California
$1.33M 19,106 +1,773 +10%
FA
19
Fermata Advisors
California
$1.25M 17,959 +1,008 +6%
WCA
20
Waypoint Capital Advisors
Minnesota
$1.22M 17,411
PWA
21
Physician Wealth Advisors
Utah
$1.2M 17,968 +367 +2%
VFPI
22
Vantage Financial Partners (Illinois)
Illinois
$937K 13,425 +6,094 +83%
WFA
23
WMG Financial Advisors
Tennessee
$909K 13,026 +3,769 +41%
MWA
24
MN Wealth Advisors
Kansas
$888K 12,720 +623 +5%
WRPWM
25
Werba Rubin Papier Wealth Management
California
$861K 12,326 +667 +6%