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Avantis All Equity Markets ETF
AVGE

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.

New
Increased
Maintained
Reduced
Closed

550% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 6

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

40% more capital invested

Capital invested by funds: $59.6M → $83.2M (+$23.6M)

19% more funds holding

Funds holding: 54 → 64 (+10)

3.55% more ownership

Funds ownership: 21.11% → 24.65% (+3.5%)

Holders
64
Holders Change
+10
Holders Change %
+18.52%
% of All Funds
0.92%
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
–

Top Buyers

1
NRW
Nova R Wealth
Kansas
+$6.76M
2
FWM
FMB Wealth Management
California
+$3.86M
3
WA
Wealthstream Advisors
New York
+$3.8M
4
PA
Paragon Advisors
Texas
+$1.05M
5
LPL Financial
LPL Financial
California
+$737K

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$2.05M
2
IFS
Intelligent Financial Strategies
Minnesota
-$1.88M
3
SWA
Sax Wealth Advisors
New Jersey
-$754K
4
AFS
Annapolis Financial Services
Maryland
-$256K
5
GWSG
GPS Wealth Strategies Group
Colorado
-$41.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1
Paragon Advisors
Texas
$11.2M +$1.05M +15,902 +11%
NRW
2
Nova R Wealth
Kansas
$7.15M +$6.76M +102,385 New
WA
3
Wealthstream Advisors
New York
$6.21M +$3.8M +57,534 +183%
CIA
4
Compass Ion Advisors
Pennsylvania
$5.17M +$391K +5,920 +9%
IFS
5
Intelligent Financial Strategies
Minnesota
$5.16M -$1.88M -28,554 -28%
FWM
6
FMB Wealth Management
California
$4.3M +$3.86M +58,501 +1,891%
LPL Financial
7
LPL Financial
California
$3.94M +$737K +11,166 +25%
IFA
8
Index Fund Advisors
California
$3.69M +$536K +8,124 +18%
SFC
9
Sprinkle Financial Consultants
Colorado
$3.55M +$197K +2,986 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.13M +$225K +3,408 +8%
ASN
11
Advisory Services Network
Georgia
$2.2M +$219K +3,320 +12%
MWP
12
Meredith Wealth Planning
Illinois
$1.83M +$487K +7,372 +39%
WWP
13
WR Wealth Planners
Missouri
$1.52M +$75.8K +1,149 +6%
WWA
14
WCG Wealth Advisors
Nevada
$1.49M -$6.93K -105 -0.5%
CWM
15
Collaborative Wealth Management
Florida
$1.49M +$330K +5,000 +31%
ACP
16
Aveo Capital Partners
Colorado
$1.46M +$113K +1,716 +9%
SHFA
17
SC&H Financial Advisors
Maryland
$1.35M +$429K +6,499 +51%
EAM
18
Evanson Asset Management
California
$1.33M +$117K +1,773 +10%
FA
19
Fermata Advisors
California
$1.25M +$66.5K +1,008 +6%
WCA
20
Waypoint Capital Advisors
Minnesota
$1.22M – – –
PWA
21
Physician Wealth Advisors
Utah
$1.2M +$24.2K +367 +2%
VFPI
22
Vantage Financial Partners (Illinois)
Illinois
$937K +$402K +6,094 +83%
WFA
23
WMG Financial Advisors
Tennessee
$909K +$249K +3,769 +41%
MWA
24
MN Wealth Advisors
Kansas
$888K +$41.1K +623 +5%
WRPWM
25
Werba Rubin Papier Wealth Management
California
$861K +$44K +667 +6%
1
2 3

AVGE Hedge Fund Activity: Q1 2024 in Review

64 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q1 2024, worth a combined $83.2M — up 40% from $59.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AVGE positions and 3 closed out — a net gain of 10 holders — while 39 added to existing stakes and 6 trimmed.

The largest buyer was Nova R Wealth, opening a new position worth an estimated $6.76M. The largest seller was Corient Private Wealth, exiting entirely with an estimated $2.05M sold.

  • 64 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q1 2024, up from 54 in Q4 2023.
  • Funds reported $83.2M of Avantis All Equity Markets ETF stock for Q1 2024, up 40% quarter-over-quarter.
  • 13 funds opened new Avantis All Equity Markets ETF positions in Q1 2024 and 3 closed out, a net change of +10 holders.
  • The largest Avantis All Equity Markets ETF buyer in Q1 2024 was Nova R Wealth, an estimated $6.76M added.
  • The largest Avantis All Equity Markets ETF seller in Q1 2024 was Corient Private Wealth, an estimated $2.05M sold.

Based on aggregated 13F filings for Q1 2024.