Avantis All Equity Markets ETF
AVGE
81 hedge funds and large institutions have $129M invested in Avantis All Equity Markets ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
200% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 15
34% more capital invested
Capital invested by funds: $95.8M → $129M (+$33.1M)
11% more funds holding
Funds holding: 73 → 81 (+8)
2.8% more ownership
Funds ownership: 26% → 28.8% (+2.8%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$15.5M |
| 2 |
MWP
Meredith Wealth Planning
Maryville,
Illinois
|
+$1.7M |
| 3 |
BW
BIP Wealth
Atlanta,
Georgia
|
+$760K |
| 4 |
WRPWM
Werba Rubin Papier Wealth Management
San Jose,
California
|
+$681K |
| 5 |
BDWCC
B&D White Capital Company
Lakeway,
Texas
|
+$511K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Paragon Advisors
College Station,
Texas
|
-$1.19M |
| 2 |
AC
Apella Capital
West Hartford,
Connecticut
|
-$671K |
| 3 |
SWA
Sax Wealth Advisors
Parsippany,
New Jersey
|
-$609K |
| 4 |
PWA
Physician Wealth Advisors
Midvale,
Utah
|
-$479K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$262K |
AVGE Hedge Fund Activity: Q3 2024 in Review
81 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q3 2024, worth a combined $129M — up 34% from $95.8M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AVGE positions and 4 closed out — a net gain of 9 holders — while 45 added to existing stakes and 15 trimmed.
The largest buyer was Modern Wealth Management, opening a new position worth an estimated $15.5M. The largest seller was Paragon Advisors, cutting an estimated $1.19M.
- 81 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q3 2024, up from 73 in Q2 2024.
- Funds reported $129M of Avantis All Equity Markets ETF stock for Q3 2024, up 34% quarter-over-quarter.
- 13 funds opened new Avantis All Equity Markets ETF positions in Q3 2024 and 4 closed out, a net change of +9 holders.
- The largest Avantis All Equity Markets ETF buyer in Q3 2024 was Modern Wealth Management, an estimated $15.5M added.
- The largest Avantis All Equity Markets ETF seller in Q3 2024 was Paragon Advisors, an estimated $1.19M sold.
Based on aggregated 13F filings for Q3 2024.