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Avantis All Equity Markets ETF
AVGE

Overview Fund Activity

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.

Holders
73
Holders Change
+9
Holders Change %
+14.06%
% of All Funds
1.06%
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
Corient Private Wealth
1
Corient Private Wealth
Florida
$2.47M
2
WA
2
Wealthstream Advisors
New York
$8.05M
3
AC
3
Apella Capital
Connecticut
$1.5M
4
LPL Financial
4
LPL Financial
California
$4.78M
5
PA
5
Paragon Advisors
Texas
$12M

Top Sellers

1
VFPI
1
Vantage Financial Partners (Illinois)
Illinois
$0
2
MWA
2
MN Wealth Advisors
Kansas
$0
3
WCA
3
Waypoint Capital Advisors
Minnesota
$1.06M
4
NWM
4
Northwest Wealth Management
Iowa
$299K
5
IFS
5
Intelligent Financial Strategies
Minnesota
$4.98M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
1
Paragon Advisors
Texas
$12M 172,507 +12,326 +8%
WA
2
Wealthstream Advisors
New York
$8.05M 116,096 +27,163 +31%
NRW
3
Nova R Wealth
Kansas
$7.64M 110,177 +7,792 +8%
CIA
4
Compass Ion Advisors
Pennsylvania
$5.36M 76,723 +2,690 +4%
IFS
5
Intelligent Financial Strategies
Minnesota
$4.98M 71,898 -1,963 -3%
LPL Financial
6
LPL Financial
California
$4.78M 68,986 +12,602 +22%
FWM
7
FMB Wealth Management
California
$4.2M 60,570 -1,025 -2%
IFA
8
Index Fund Advisors
California
$4.15M 59,937 +7,029 +13%
SFC
9
Sprinkle Financial Consultants
Colorado
$3.82M 55,153 +4,361 +9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.78M 54,543 +9,768 +22%
Corient Private Wealth
11
Corient Private Wealth
Florida
$2.47M 35,635 +35,635 New
ASN
12
Advisory Services Network
Georgia
$2.21M 31,837 +345 +1%
CWM
13
Collaborative Wealth Management
Florida
$2.12M 30,611 +9,325 +44%
MWP
14
Meredith Wealth Planning
Illinois
$1.97M 28,437 +2,199 +8%
WWP
15
WR Wealth Planners
Missouri
$1.65M 23,765 +2,042 +9%
ACP
16
Aveo Capital Partners
Colorado
$1.55M 22,404 +1,102 +5%
SHFA
17
SC&H Financial Advisors
Maryland
$1.5M 21,689 +2,386 +12%
AC
18
Apella Capital
Connecticut
$1.5M 21,470 +13,297 +163%
WWA
19
WCG Wealth Advisors
Nevada
$1.49M 21,477 +135 +0.6%
EAM
20
Evanson Asset Management
California
$1.43M 20,605 +1,499 +8%
PWA
21
Physician Wealth Advisors
Utah
$1.25M 17,177 -791 -4%
FA
22
Fermata Advisors
California
$1.21M 17,414 -545 -3%
WFA
23
WMG Financial Advisors
Tennessee
$1.21M 17,386 +4,360 +33%
WCA
24
Waypoint Capital Advisors
Minnesota
$1.06M 15,250 -2,161 -12%
BW
25
BIP Wealth
Georgia
$968K 13,959 +8,902 +176%
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