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Avantis All Equity Markets ETF
AVGE

Overview Fund Activity

101 hedge funds and large institutions have $148M invested in Avantis All Equity Markets ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 51 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.35%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
10
Increased
51
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWP
Meredith Wealth Planning
Illinois
$11.4M
2
BW
BIP Wealth
Georgia
$5.46M
3
HKIMG
Hutchens & Kramer Investment Management Group
Indiana
$1.76M
4
BDWCC
B&D White Capital Company
Texas
$1.75M
5
Jane Street
Jane Street
New York
$1.69M

Top Sellers

1
PA
Paragon Advisors
Texas
$7.04M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.25M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Corient Private Wealth
Corient Private Wealth
Florida
$2.69M
5
MWM
Modera Wealth Management
New Jersey
$719K
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1
Wealthstream Advisors
New York
$12.7M +$582K +7,515 +5%
MWP
2
Meredith Wealth Planning
Illinois
$11.4M +$3.54M +45,659 +45%
NRW
3
Nova R Wealth
Kansas
$8.03M -$120K -1,548 -1%
PA
4
Paragon Advisors
Texas
$7.04M -$4.09M -52,822 -37%
LPL Financial
5
LPL Financial
California
$6.02M +$412K +5,322 +7%
CIA
6
Compass Ion Advisors
Pennsylvania
$5.54M +$132K +1,698 +2%
BW
7
BIP Wealth
Georgia
$5.46M +$1.81M +23,333 +50%
IFA
8
Index Fund Advisors
California
$5.28M +$347K +4,480 +7%
IFS
9
Intelligent Financial Strategies
Minnesota
$5.06M -$273K -3,522 -5%
FWM
10
FMB Wealth Management
California
$4.85M +$139K +1,797 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.73M -$125K -1,611 -3%
SFC
12
Sprinkle Financial Consultants
Colorado
$4.32M -$104K -1,346 -2%
PAM
13
Pacific Asset Management
Washington
$3.57M +$778K +10,044 +28%
AWM
14
Austin Wealth Management
Texas
$3.07M +$693K +8,831 +29%
MPW
15
Magnolia Private Wealth
Pennsylvania
$2.77M +$1.03M +13,272 +59%
FA
16
Fermata Advisors
California
$2.73M +$324K +4,182 +13%
Corient Private Wealth
17
Corient Private Wealth
Florida
$2.69M -$398K -5,138 -13%
CWM
18
Collaborative Wealth Management
Florida
$2.56M +$122K +1,572 +5%
WRPWM
19
Werba Rubin Papier Wealth Management
California
$2.35M +$186K +2,399 +9%
SHFA
20
SC&H Financial Advisors
Maryland
$2.18M +$296K +3,824 +16%
EAM
21
Evanson Asset Management
California
$1.99M +$141K +1,825 +8%
YWM
22
Yardley Wealth Management
Pennsylvania
$1.97M +$180K +2,322 +10%
SFC
23
Strategic Financial Concepts
Texas
$1.97M +$730K +9,421 +59%
Betterment LLC
24
Betterment LLC
New York
$1.92M -$254K -3,276 -12%
RW
25
Ridgeline Wealth
Arizona
$1.91M +$78.7K +1,016 +4%
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