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Avantis All Equity Markets ETF
AVGE

Overview Fund Activity

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, 44 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
1.17%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
13
Increased
44
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Modern Wealth Management
Kansas
$20.5M
2
MWP
2
Meredith Wealth Planning
Illinois
$3.88M
3
YWM
3
Yardley Wealth Management
Pennsylvania
$1.51M
4
BW
4
BIP Wealth
Georgia
$1.82M
5
WRPWM
5
Werba Rubin Papier Wealth Management
California
$1.67M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$540K
2
PA
2
Paragon Advisors
Texas
$11.5M
3
AC
3
Apella Capital
Connecticut
$883K
4
SWA
4
Sax Wealth Advisors
New Jersey
$0
5
PWA
5
Physician Wealth Advisors
Utah
$769K
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
1
Modern Wealth Management
Kansas
$20.5M 218,092 +218,092 New
PA
2
Paragon Advisors
Texas
$11.5M 155,680 -16,827 -10%
WA
3
Wealthstream Advisors
New York
$9.02M 122,081 +5,985 +5%
NRW
4
Nova R Wealth
Kansas
$8.04M 108,853 -1,324 -1%
CIA
5
Compass Ion Advisors
Pennsylvania
$5.56M 75,318 -1,405 -2%
IFS
6
Intelligent Financial Strategies
Minnesota
$5.2M 70,436 -1,462 -2%
LPL Financial
7
LPL Financial
California
$5.1M 69,025 +39 +0.1%
IFA
8
Index Fund Advisors
California
$4.51M 61,105 +1,168 +2%
FWM
9
FMB Wealth Management
California
$4.48M 60,636 +66 +0.1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.31M 58,322 +3,779 +7%
SFC
11
Sprinkle Financial Consultants
Colorado
$4.11M 55,708 +555 +1%
MWP
12
Meredith Wealth Planning
Illinois
$3.88M 52,469 +24,032 +85%
Corient Private Wealth
13
Corient Private Wealth
Florida
$2.72M 36,778 +1,143 +3%
CWM
14
Collaborative Wealth Management
Florida
$2.26M 30,615 +4 +0%
ASN
15
Advisory Services Network
Georgia
$2.21M 31,837 – –
WWP
16
WR Wealth Planners
Missouri
$1.9M 25,748 +1,983 +8%
BW
17
BIP Wealth
Georgia
$1.82M 24,678 +10,719 +77%
EAM
18
Evanson Asset Management
California
$1.73M 23,366 +2,761 +13%
ACP
19
Aveo Capital Partners
Colorado
$1.72M 23,297 +893 +4%
WRPWM
20
Werba Rubin Papier Wealth Management
California
$1.67M 22,657 +9,612 +74%
SHFA
21
SC&H Financial Advisors
Maryland
$1.67M 22,543 +854 +4%
WWA
22
WCG Wealth Advisors
Nevada
$1.58M 21,448 -29 -0.1%
YWM
23
Yardley Wealth Management
Pennsylvania
$1.51M 20,484 +20,484 New
FA
24
Fermata Advisors
California
$1.44M 19,493 +2,079 +12%
WFA
25
WMG Financial Advisors
Tennessee
$1.29M 17,434 +48 +0.3%
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