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Avantis All Equity Markets ETF
AVGE

94 hedge funds and large institutions have $124M invested in Avantis All Equity Markets ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

183% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 18

16% more funds holding

Funds holding: 81 → 94 (+13)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

4% less capital invested

Capital invested by funds: $129M → $124M (-$5.39M)

1.51% less ownership

Funds ownership: 28.8% → 27.29% (-1.5%)

Holders
94
Holders Change
+13
Holders Change %
+16.05%
% 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
22
Increased
51
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWP
Meredith Wealth Planning
Illinois
+$2.27M
2
WA
Wealthstream Advisors
New York
+$1.72M
3
Betterment LLC
Betterment LLC
New York
+$1.45M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.38M
5
FA
Fermata Advisors
California
+$890K

Top Sellers

1
MWM
Modern Wealth Management
Kansas
-$14.6M
2
PA
Paragon Advisors
Texas
-$803K
3
ASN
Advisory Services Network
Georgia
-$557K
4
BDWCC
B&D White Capital Company
Texas
-$533K
5
MML Investors Services
MML Investors Services
Massachusetts
-$357K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1
Wealthstream Advisors
New York
$10.5M +$1.72M +23,143 +19%
PA
2
Paragon Advisors
Texas
$10.5M -$803K -10,792 -7%
NRW
3
Nova R Wealth
Kansas
$7.83M -$46.7K -627 -0.6%
MWP
4
Meredith Wealth Planning
Illinois
$6M +$2.27M +30,450 +58%
CIA
5
Compass Ion Advisors
Pennsylvania
$5.42M -$29K -389 -0.5%
IFS
6
Intelligent Financial Strategies
Minnesota
$4.98M -$119K -1,593 -2%
LPL Financial
7
LPL Financial
California
$4.96M -$40.4K -543 -0.8%
IFA
8
Index Fund Advisors
California
$4.84M +$429K +5,758 +9%
FWM
9
FMB Wealth Management
California
$4.39M +$2.01K +27 +0%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.39M +$171K +2,300 +4%
SFC
11
Sprinkle Financial Consultants
Colorado
$4.13M +$96.8K +1,300 +2%
Corient Private Wealth
12
Corient Private Wealth
Florida
$2.84M +$187K +2,506 +7%
CWM
13
Collaborative Wealth Management
Florida
$2.35M +$134K +1,805 +6%
FA
14
Fermata Advisors
California
$2.28M +$890K +11,960 +61%
WWA
15
WCG Wealth Advisors
Nevada
$2.08M +$545K +7,318 +34%
BW
16
BIP Wealth
Georgia
$2.04M +$262K +3,516 +14%
WWP
17
WR Wealth Planners
Missouri
$2M +$139K +1,870 +7%
Betterment LLC
18
Betterment LLC
New York
$1.86M +$1.45M +19,462 +310%
WRPWM
19
Werba Rubin Papier Wealth Management
California
$1.78M +$147K +1,975 +9%
ASN
20
Advisory Services Network
Georgia
$1.76M -$557K -7,480 -23%
EAM
21
Evanson Asset Management
California
$1.71M +$18.9K +254 +1%
AWM
22
Austin Wealth Management
Texas
$1.68M +$782K +10,503 +86%
PAM
23
Pacific Asset Management
Washington
$1.68M +$1.73M +23,214 New
SHFA
24
SC&H Financial Advisors
Maryland
$1.67M +$41.9K +563 +2%
MWM
25
Modern Wealth Management
Kansas
$1.54M -$14.6M -196,759 -90%
1
2 3 4 5

AVGE Hedge Fund Activity: Q4 2024 in Review

94 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q4 2024, worth a combined $124M — down 4.2% from $129M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AVGE positions and 7 closed out — a net gain of 15 holders — while 51 added to existing stakes and 18 trimmed.

The largest buyer was Meredith Wealth Planning, adding an estimated $2.27M. The largest seller was Modern Wealth Management, cutting an estimated $14.6M.

  • 94 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q4 2024, up from 81 in Q3 2024.
  • Funds reported $124M of Avantis All Equity Markets ETF stock for Q4 2024, down 4.2% quarter-over-quarter.
  • 22 funds opened new Avantis All Equity Markets ETF positions in Q4 2024 and 7 closed out, a net change of +15 holders.
  • The largest Avantis All Equity Markets ETF buyer in Q4 2024 was Meredith Wealth Planning, an estimated $2.27M added.
  • The largest Avantis All Equity Markets ETF seller in Q4 2024 was Modern Wealth Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2024.