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Avantis All Equity Markets ETF

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.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

175% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 16

34% more capital invested

Capital invested by funds: $95.8M → $129M (+$33.1M)

11% more funds holding

Funds holding: 7381 (+8)

6.96% less ownership

Funds ownership: 35.76%28.8% (-7%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
1.16%
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
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
Modern Wealth Management
Kansas
$20.5M +$15.5M +218,092 New
PA
2
Paragon Advisors
Texas
$11.5M -$1.19M -16,827 -10%
WA
3
Wealthstream Advisors
New York
$9.02M +$424K +5,985 +5%
NRW
4
Nova R Wealth
Kansas
$8.04M -$93.8K -1,324 -1%
CIA
5
Compass Ion Advisors
Pennsylvania
$5.56M -$99.6K -1,405 -2%
IFS
6
Intelligent Financial Strategies
Minnesota
$5.2M -$104K -1,462 -2%
LPL Financial
7
LPL Financial
California
$5.1M +$2.76K +39 +0.1%
IFA
8
Index Fund Advisors
California
$4.51M +$82.8K +1,168 +2%
FWM
9
FMB Wealth Management
California
$4.48M +$4.68K +66 +0.1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.31M +$268K +3,779 +7%
SFC
11
Sprinkle Financial Consultants
Colorado
$4.11M +$39.3K +555 +1%
MWP
12
Meredith Wealth Planning
Illinois
$3.88M +$1.7M +24,032 +85%
Corient Private Wealth
13
Corient Private Wealth
Florida
$2.72M +$81K +1,143 +3%
CWM
14
Collaborative Wealth Management
Florida
$2.26M +$284 +4 +0%
ASN
15
Advisory Services Network
Georgia
$2.21M
WWP
16
WR Wealth Planners
Missouri
$1.9M +$141K +1,983 +8%
BW
17
BIP Wealth
Georgia
$1.82M +$760K +10,719 +77%
EAM
18
Evanson Asset Management
California
$1.73M +$196K +2,761 +13%
ACP
19
Aveo Capital Partners
Colorado
$1.72M +$63.3K +893 +4%
WRPWM
20
Werba Rubin Papier Wealth Management
California
$1.67M +$681K +9,612 +74%
SHFA
21
SC&H Financial Advisors
Maryland
$1.67M +$60.5K +854 +4%
WWA
22
WCG Wealth Advisors
Nevada
$1.58M -$2.06K -29 -0.1%
YWM
23
Yardley Wealth Management
Pennsylvania
$1.51M +$1.45M +20,484 New
FA
24
Fermata Advisors
California
$1.44M +$147K +2,079 +12%
WFA
25
WMG Financial Advisors
Tennessee
$1.29M +$3.4K +48 +0.3%

AVGE Hedge Fund Activity: Q3 2024 in Review

81 of the 6,964 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 44 added to existing stakes and 16 trimmed.

The largest buyer was Modern Wealth Management, opening a new position worth an estimated $15.5M. The largest seller was Strategic Financial Concepts, cutting an estimated $36.2M.

  • 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 Strategic Financial Concepts, an estimated $36.2M sold.

Based on aggregated 13F filings for Q3 2024.