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Avantis All Equity Markets ETF
AVGE

107 hedge funds and large institutions have $170M invested in Avantis All Equity Markets ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 61 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 19

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $148M → $170M (+$21.9M)

4% more funds holding

Funds holding: 103 → 107 (+4)

0.74% more ownership

Funds ownership: 26.52% → 27.25% (+0.74%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
107
Holders Change
+4
Holders Change %
+3.88%
% of All Funds
1.4%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
11
Increased
61
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BW
BIP Wealth
Georgia
+$1.84M
2
BDWCC
B&D White Capital Company
Texas
+$1.82M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.64M
4
MWP
Meredith Wealth Planning
Illinois
+$1.1M
5
BPA
Beacon Pointe Advisors
California
+$912K

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$1.97M
2
Jane Street
Jane Street
New York
-$1.24M
3
HIP
HUB Investment Partners
Texas
-$810K
4
PA
Paragon Advisors
Texas
-$761K
5
SFC
SYM Financial Corp
Indiana
-$483K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1
Wealthstream Advisors
New York
$14.1M +$443K +5,500 +3%
MWP
2
Meredith Wealth Planning
Illinois
$13.4M +$1.1M +13,682 +9%
NRW
3
Nova R Wealth
Kansas
$8.51M -$122K -1,521 -1%
BW
4
BIP Wealth
Georgia
$7.78M +$1.84M +22,860 +32%
PA
5
Paragon Advisors
Texas
$6.79M -$761K -9,456 -10%
LPL Financial
6
LPL Financial
California
$6.31M -$158K -1,958 -3%
CIA
7
Compass Ion Advisors
Pennsylvania
$6.22M +$248K +3,081 +4%
IFA
8
Index Fund Advisors
California
$5.9M +$204K +2,537 +4%
IFS
9
Intelligent Financial Strategies
Minnesota
$5.45M -$1.69K -21 -0%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.26M +$158K +1,957 +3%
FWM
11
FMB Wealth Management
California
$5.22M -$483 -6 -0%
SFC
12
Sprinkle Financial Consultants
Colorado
$4.62M -$30.7K -381 -0.7%
PAM
13
Pacific Asset Management
Washington
$4.37M +$507K +6,299 +14%
BDWCC
14
B&D White Capital Company
Texas
$3.77M +$1.82M +22,615 +100%
AWM
15
Austin Wealth Management
Texas
$3.56M +$282K +3,504 +9%
MPW
16
Magnolia Private Wealth
Pennsylvania
$3.11M +$124K +1,536 +4%
Corient Private Wealth
17
Corient Private Wealth
Florida
$3.09M +$180K +2,237 +6%
FA
18
Fermata Advisors
California
$2.99M +$48.9K +607 +2%
CWM
19
Collaborative Wealth Management
Florida
$2.98M +$218K +2,702 +8%
WRPWM
20
Werba Rubin Papier Wealth Management
California
$2.79M +$242K +3,005 +10%
EAM
21
Evanson Asset Management
California
$2.44M +$281K +3,489 +14%
E
22
EntreWealth
Texas
$2.39M +$553K +6,867 +32%
SHFA
23
SC&H Financial Advisors
Maryland
$2.27M -$69.4K -862 -3%
AC
24
Annandale Capital
Texas
$2.25M – – –
YWM
25
Yardley Wealth Management
Pennsylvania
$2.23M +$103K +1,282 +5%
1
2 3 4 5

AVGE Hedge Fund Activity: Q3 2025 in Review

107 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets ETF (AVGE) for Q3 2025, worth a combined $170M — up 15% from $148M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AVGE positions and 5 closed out — a net gain of 6 holders — while 61 added to existing stakes and 19 trimmed.

The largest buyer was BIP Wealth, adding an estimated $1.84M. The largest seller was Strategic Financial Concepts, exiting entirely with an estimated $1.97M sold.

  • 107 institutional investors held Avantis All Equity Markets ETF (AVGE) as of Q3 2025, up from 103 in Q2 2025.
  • Funds reported $170M of Avantis All Equity Markets ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 11 funds opened new Avantis All Equity Markets ETF positions in Q3 2025 and 5 closed out, a net change of +6 holders.
  • The largest Avantis All Equity Markets ETF buyer in Q3 2025 was BIP Wealth, an estimated $1.84M added.
  • The largest Avantis All Equity Markets ETF seller in Q3 2025 was Strategic Financial Concepts, an estimated $1.97M sold.

Based on aggregated 13F filings for Q3 2025.