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Avantis All Equity Markets ETF

98 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.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

148% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 21

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

4% more funds holding

Funds holding: 9498 (+4)

4% more capital invested

Capital invested by funds: $124M → $128M (+$4.83M)

0.23% less ownership

Funds ownership: 27.29%27.07% (-0.23%)

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
1.31%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
10
Increased
52
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wealthstream Advisors
New York
$11.1M +$822K +11,189 +8%
PA
2
Paragon Advisors
Texas
$10.2M -$89K -1,212 -0.8%
NRW
3
Nova R Wealth
Kansas
$7.49M -$227K -3,084 -3%
MWP
4
Meredith Wealth Planning
Illinois
$7.21M +$1.34M +18,302 +22%
LPL Financial
5
LPL Financial
California
$5.15M +$281K +3,830 +6%
CIA
6
Compass Ion Advisors
Pennsylvania
$4.97M -$374K -5,088 -7%
IFS
7
Intelligent Financial Strategies
Minnesota
$4.9M
IFA
8
Index Fund Advisors
California
$4.53M -$233K -3,177 -5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.46M +$151K +2,058 +3%
FWM
10
FMB Wealth Management
California
$4.33M +$8.89K +121 +0.2%
SFC
11
Sprinkle Financial Consultants
Colorado
$4.06M +$5.66K +77 +0.1%
BW
12
BIP Wealth
Georgia
$3.36M +$1.39M +18,935 +67%
Corient Private Wealth
13
Corient Private Wealth
Florida
$2.84M +$46.2K +629 +2%
PAM
14
Pacific Asset Management
Washington
$2.57M +$942K +12,825 +55%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$2.29M +$998K +13,585 +73%
CWM
16
Collaborative Wealth Management
Florida
$2.24M -$67.5K -919 -3%
FA
17
Fermata Advisors
California
$2.21M -$32.6K -444 -1%
AWM
18
Austin Wealth Management
Texas
$2.13M +$557K +7,582 +33%
Betterment LLC
19
Betterment LLC
New York
$2M +$170K +2,310 +9%
WRPWM
20
Werba Rubin Papier Wealth Management
California
$1.99M +$247K +3,359 +14%
ACP
21
Aveo Capital Partners
Colorado
$1.84M +$337K +4,586 +22%
WWA
22
WCG Wealth Advisors
Nevada
$1.81M -$244K -3,323 -12%
SHFA
23
SC&H Financial Advisors
Maryland
$1.73M +$87.6K +1,192 +5%
EAM
24
Evanson Asset Management
California
$1.7M +$20.4K +277 +1%
RW
25
Ridgeline Wealth
Arizona
$1.68M +$175K +2,381 +11%

AVGE Hedge Fund Activity: Q1 2025 in Review

98 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q1 2025, worth a combined $128M — up 3.9% from $124M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AVGE positions and 4 closed out — a net gain of 6 holders — while 52 added to existing stakes and 21 trimmed.

The largest buyer was BIP Wealth, adding an estimated $1.39M. The largest seller was Advisory Services Network, cutting an estimated $990K.

  • 98 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q1 2025, up from 94 in Q4 2024.
  • Funds reported $128M of Avantis All Equity Markets ETF stock for Q1 2025, up 3.9% quarter-over-quarter.
  • 10 funds opened new Avantis All Equity Markets ETF positions in Q1 2025 and 4 closed out, a net change of +6 holders.
  • The largest Avantis All Equity Markets ETF buyer in Q1 2025 was BIP Wealth, an estimated $1.39M added.
  • The largest Avantis All Equity Markets ETF seller in Q1 2025 was Advisory Services Network, an estimated $990K sold.

Based on aggregated 13F filings for Q1 2025.