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Avantis All Equity Markets ETF
AVGE

Overview Fund Activity

93 hedge funds and large institutions have $124M invested in Avantis All Equity Markets ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
93
Holders Change
+12
Holders Change %
+14.81%
% of All Funds
1.24%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
51
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWP
1
Meredith Wealth Planning
Illinois
$6M
2
PAM
2
Pacific Asset Management
Washington
$1.68M
3
WA
3
Wealthstream Advisors
New York
$10.5M
4
RW
4
Ridgeline Wealth
Arizona
$1.54M
5
Betterment LLC
5
Betterment LLC
New York
$1.86M

Top Sellers

1
MWM
1
Modern Wealth Management
Kansas
$1.54M
2
PA
2
Paragon Advisors
Texas
$10.5M
3
ASN
3
Advisory Services Network
Georgia
$1.76M
4
BDWCC
4
B&D White Capital Company
Texas
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Wealthstream Advisors
New York
$10.5M 145,224 +23,143 +19%
PA
2
Paragon Advisors
Texas
$10.5M 144,888 -10,792 -7%
NRW
3
Nova R Wealth
Kansas
$7.83M 108,226 -627 -0.6%
MWP
4
Meredith Wealth Planning
Illinois
$6M 82,919 +30,450 +58%
CIA
5
Compass Ion Advisors
Pennsylvania
$5.42M 74,929 -389 -0.5%
IFS
6
Intelligent Financial Strategies
Minnesota
$4.98M 68,843 -1,593 -2%
LPL Financial
7
LPL Financial
California
$4.96M 68,482 -543 -0.8%
IFA
8
Index Fund Advisors
California
$4.84M 66,863 +5,758 +9%
FWM
9
FMB Wealth Management
California
$4.39M 60,663 +27 +0%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.39M 60,622 +2,300 +4%
SFC
11
Sprinkle Financial Consultants
Colorado
$4.13M 57,008 +1,300 +2%
Corient Private Wealth
12
Corient Private Wealth
Florida
$2.84M 39,284 +2,506 +7%
CWM
13
Collaborative Wealth Management
Florida
$2.35M 32,420 +1,805 +6%
FA
14
Fermata Advisors
California
$2.28M 31,453 +11,960 +61%
WWA
15
WCG Wealth Advisors
Nevada
$2.08M 28,766 +7,318 +34%
BW
16
BIP Wealth
Georgia
$2.04M 28,194 +3,516 +14%
WWP
17
WR Wealth Planners
Missouri
$2M 27,618 +1,870 +7%
Betterment LLC
18
Betterment LLC
New York
$1.86M 25,738 +19,462 +310%
WRPWM
19
Werba Rubin Papier Wealth Management
California
$1.78M 24,632 +1,975 +9%
ASN
20
Advisory Services Network
Georgia
$1.76M 24,357 -7,480 -23%
EAM
21
Evanson Asset Management
California
$1.71M 23,620 +254 +1%
AWM
22
Austin Wealth Management
Texas
$1.68M 22,731 +10,503 +86%
PAM
23
Pacific Asset Management
Washington
$1.68M 23,214 +23,214 New
SHFA
24
SC&H Financial Advisors
Maryland
$1.67M 23,106 +563 +2%
MWM
25
Modern Wealth Management
Kansas
$1.54M 21,333 -196,759 -90%
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