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.
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)
1.35% more ownership
Funds ownership: 24.65% → 26% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$2.46M |
| 2 |
WA
Wealthstream Advisors
New York
|
+$1.87M |
| 3 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$918K |
| 4 |
LPL Financial
San Diego,
California
|
+$870K |
| 5 |
PA
Paragon Advisors
College Station,
Texas
|
+$851K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFPI
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
-$937K |
| 2 |
MWA
MN Wealth Advisors
Overland Park,
Kansas
|
-$888K |
| 3 |
WCA
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
-$149K |
| 4 |
NWM
Northwest Wealth Management
Spencer,
Iowa
|
-$139K |
| 5 |
IFS
Intelligent Financial Strategies
Excelsior,
Minnesota
|
-$135K |
AVGE Hedge Fund Activity: Q2 2024 in Review
73 of the 6,935 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 Corient Private Wealth, opening a new position worth an estimated $2.46M. 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 Corient Private Wealth, an estimated $2.46M 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.