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Avantis All Equity Markets ETF

97 hedge funds and large institutions have $128M invested in Avantis All Equity Markets ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
97
Holders Change
+4
Holders Change %
+4.3%
% of All Funds
1.32%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
10
Increased
52
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WA
1
Wealthstream Advisors
New York
$11.1M 156,413 +11,189 +8%
PA
2
Paragon Advisors
Texas
$10.2M 143,676 -1,212 -0.8%
NRW
3
Nova R Wealth
Kansas
$7.49M 105,142 -3,084 -3%
MWP
4
Meredith Wealth Planning
Illinois
$7.21M 101,221 +18,302 +22%
LPL Financial
5
LPL Financial
California
$5.15M 72,312 +3,830 +6%
CIA
6
Compass Ion Advisors
Pennsylvania
$4.97M 69,841 -5,088 -7%
IFS
7
Intelligent Financial Strategies
Minnesota
$4.9M 68,843
IFA
8
Index Fund Advisors
California
$4.53M 63,686 -3,177 -5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.46M 62,680 +2,058 +3%
FWM
10
FMB Wealth Management
California
$4.33M 60,784 +121 +0.2%
SFC
11
Sprinkle Financial Consultants
Colorado
$4.06M 57,085 +77 +0.1%
BW
12
BIP Wealth
Georgia
$3.36M 47,129 +18,935 +67%
Corient Private Wealth
13
Corient Private Wealth
Florida
$2.84M 39,913 +629 +2%
PAM
14
Pacific Asset Management
Washington
$2.57M 36,039 +12,825 +55%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$2.29M 32,130 +13,585 +73%
CWM
16
Collaborative Wealth Management
Florida
$2.24M 31,501 -919 -3%
FA
17
Fermata Advisors
California
$2.21M 31,009 -444 -1%
AWM
18
Austin Wealth Management
Texas
$2.13M 30,313 +7,582 +33%
Betterment LLC
19
Betterment LLC
New York
$2M 28,048 +2,310 +9%
WRPWM
20
Werba Rubin Papier Wealth Management
California
$1.99M 27,991 +3,359 +14%
ACP
21
Aveo Capital Partners
Colorado
$1.84M 25,686 +4,586 +22%
WWA
22
WCG Wealth Advisors
Nevada
$1.81M 25,443 -3,323 -12%
SHFA
23
SC&H Financial Advisors
Maryland
$1.73M 24,298 +1,192 +5%
EAM
24
Evanson Asset Management
California
$1.7M 23,897 +277 +1%
RW
25
Ridgeline Wealth
Arizona
$1.68M 23,643 +2,381 +11%