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Avantis All Equity Markets ETF
AVGE

73 hedge funds and large institutions have $95.8M invested in Avantis All Equity Markets ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 9

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

15% more capital invested

Capital invested by funds: $83.2M → $95.8M (+$12.6M)

14% more funds holding

Funds holding: 64 → 73 (+9)

11.1% more ownership

Funds ownership: 24.65% → 35.76% (+11%)

Holders
73
Holders Change
+9
Holders Change %
+14.06%
% of All Funds
1.05%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
14
Increased
44
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFC
Strategic Financial Concepts
Texas
+$35.8M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$2.46M
3
WA
Wealthstream Advisors
New York
+$1.87M
4
AC
Apella Capital
Connecticut
+$918K
5
LPL Financial
LPL Financial
California
+$870K

Top Sellers

1
VFPI
Vantage Financial Partners (Illinois)
Illinois
-$937K
2
MWA
MN Wealth Advisors
Kansas
-$888K
3
WCA
Waypoint Capital Advisors
Minnesota
-$149K
4
NWM
Northwest Wealth Management
Iowa
-$139K
5
IFS
Intelligent Financial Strategies
Minnesota
-$135K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1
Paragon Advisors
Texas
$12M +$851K +12,326 +8%
WA
2
Wealthstream Advisors
New York
$8.05M +$1.87M +27,163 +31%
NRW
3
Nova R Wealth
Kansas
$7.64M +$538K +7,792 +8%
CIA
4
Compass Ion Advisors
Pennsylvania
$5.36M +$186K +2,690 +4%
IFS
5
Intelligent Financial Strategies
Minnesota
$4.98M -$135K -1,963 -3%
LPL Financial
6
LPL Financial
California
$4.78M +$870K +12,602 +22%
FWM
7
FMB Wealth Management
California
$4.2M -$70.7K -1,025 -2%
IFA
8
Index Fund Advisors
California
$4.15M +$485K +7,029 +13%
SFC
9
Sprinkle Financial Consultants
Colorado
$3.82M +$301K +4,361 +9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.78M +$674K +9,768 +22%
Corient Private Wealth
11
Corient Private Wealth
Florida
$2.47M +$2.46M +35,635 New
ASN
12
Advisory Services Network
Georgia
$2.21M +$23.8K +345 +1%
CWM
13
Collaborative Wealth Management
Florida
$2.12M +$643K +9,325 +44%
MWP
14
Meredith Wealth Planning
Illinois
$1.97M +$152K +2,199 +8%
WWP
15
WR Wealth Planners
Missouri
$1.65M +$141K +2,042 +9%
ACP
16
Aveo Capital Partners
Colorado
$1.55M +$76K +1,102 +5%
SHFA
17
SC&H Financial Advisors
Maryland
$1.5M +$165K +2,386 +12%
AC
18
Apella Capital
Connecticut
$1.5M +$918K +13,297 +163%
WWA
19
WCG Wealth Advisors
Nevada
$1.49M +$9.32K +135 +0.6%
EAM
20
Evanson Asset Management
California
$1.43M +$103K +1,499 +8%
PWA
21
Physician Wealth Advisors
Utah
$1.25M -$54.6K -791 -4%
FA
22
Fermata Advisors
California
$1.21M -$37.6K -545 -3%
WFA
23
WMG Financial Advisors
Tennessee
$1.21M +$301K +4,360 +33%
WCA
24
Waypoint Capital Advisors
Minnesota
$1.06M -$149K -2,161 -12%
BW
25
BIP Wealth
Georgia
$968K +$614K +8,902 +176%
1
2 3 4

AVGE Hedge Fund Activity: Q2 2024 in Review

73 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q2 2024, worth a combined $95.8M — up 15% from $83.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AVGE positions and 5 closed out — a net gain of 9 holders — while 44 added to existing stakes and 9 trimmed.

The largest buyer was Strategic Financial Concepts, opening a new position worth an estimated $35.8M. The largest seller was Vantage Financial Partners (Illinois), exiting entirely with an estimated $937K sold.

  • 73 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q2 2024, up from 64 in Q1 2024.
  • Funds reported $95.8M of Avantis All Equity Markets ETF stock for Q2 2024, up 15% quarter-over-quarter.
  • 14 funds opened new Avantis All Equity Markets ETF positions in Q2 2024 and 5 closed out, a net change of +9 holders.
  • The largest Avantis All Equity Markets ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $35.8M added.
  • The largest Avantis All Equity Markets ETF seller in Q2 2024 was Vantage Financial Partners (Illinois), an estimated $937K sold.

Based on aggregated 13F filings for Q2 2024.