We are live on ! Find out more
AVGE icon

Avantis All Equity Markets ETF

103 hedge funds and large institutions have $148M invested in Avantis All Equity Markets ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

70% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 30

16% more capital invested

Capital invested by funds: $128M → $148M (+$20M)

5% more funds holding

Funds holding: 98103 (+5)

0.55% less ownership

Funds ownership: 27.07%26.52% (-0.55%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
103
Holders Change
+5
Holders Change %
+5.1%
% of All Funds
1.36%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
11
Increased
51
Reduced
30
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wealthstream Advisors
New York
$12.7M +$546K +7,515 +5%
MWP
2
Meredith Wealth Planning
Illinois
$11.4M +$3.32M +45,659 +45%
NRW
3
Nova R Wealth
Kansas
$8.03M -$112K -1,548 -1%
PA
4
Paragon Advisors
Texas
$7.04M -$3.84M -52,822 -37%
LPL Financial
5
LPL Financial
California
$6.02M +$387K +5,322 +7%
CIA
6
Compass Ion Advisors
Pennsylvania
$5.54M +$123K +1,698 +2%
BW
7
BIP Wealth
Georgia
$5.46M +$1.69M +23,333 +50%
IFA
8
Index Fund Advisors
California
$5.28M +$325K +4,480 +7%
IFS
9
Intelligent Financial Strategies
Minnesota
$5.06M -$256K -3,522 -5%
FWM
10
FMB Wealth Management
California
$4.85M +$131K +1,797 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.73M -$117K -1,611 -3%
SFC
12
Sprinkle Financial Consultants
Colorado
$4.32M -$97.8K -1,346 -2%
PAM
13
Pacific Asset Management
Washington
$3.57M +$730K +10,044 +28%
AWM
14
Austin Wealth Management
Texas
$3.07M +$641K +8,831 +29%
MPW
15
Magnolia Private Wealth
Pennsylvania
$2.77M +$964K +13,272 +59%
FA
16
Fermata Advisors
California
$2.73M +$304K +4,182 +13%
Corient Private Wealth
17
Corient Private Wealth
Florida
$2.69M -$373K -5,136 -13%
CWM
18
Collaborative Wealth Management
Florida
$2.56M +$114K +1,572 +5%
WRPWM
19
Werba Rubin Papier Wealth Management
California
$2.35M +$174K +2,399 +9%
SHFA
20
SC&H Financial Advisors
Maryland
$2.18M +$278K +3,824 +16%
EAM
21
Evanson Asset Management
California
$1.99M +$133K +1,825 +8%
YWM
22
Yardley Wealth Management
Pennsylvania
$1.97M +$169K +2,322 +10%
SFC
23
Strategic Financial Concepts
Texas
$1.97M +$684K +9,421 +59%
Betterment LLC
24
Betterment LLC
New York
$1.92M -$238K -3,276 -12%
RW
25
Ridgeline Wealth
Arizona
$1.91M +$73.8K +1,016 +4%

AVGE Hedge Fund Activity: Q2 2025 in Review

103 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q2 2025, worth a combined $148M — up 16% from $128M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AVGE positions and 5 closed out — a net gain of 6 holders — while 51 added to existing stakes and 30 trimmed.

The largest buyer was Meredith Wealth Planning, adding an estimated $3.32M. The largest seller was Paragon Advisors, cutting an estimated $3.84M.

  • 103 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q2 2025, up from 98 in Q1 2025.
  • Funds reported $148M of Avantis All Equity Markets ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 11 funds opened new Avantis All Equity Markets ETF positions in Q2 2025 and 5 closed out, a net change of +6 holders.
  • The largest Avantis All Equity Markets ETF buyer in Q2 2025 was Meredith Wealth Planning, an estimated $3.32M added.
  • The largest Avantis All Equity Markets ETF seller in Q2 2025 was Paragon Advisors, an estimated $3.84M sold.

Based on aggregated 13F filings for Q2 2025.