Avantis All Equity Markets Value ETF
AVGV
27 hedge funds and large institutions have $74.3M invested in Avantis All Equity Markets Value ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
23% more capital invested
Capital invested by funds: $60.4M → $74.3M (+$13.9M)
23% more funds holding
Funds holding: 22 → 27 (+5)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3.46% less ownership
Funds ownership: 29.37% → 25.91% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWP
Meredith Wealth Planning
Maryville,
Illinois
|
+$5.82M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.93M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.8M |
| 4 |
PRRFG
Paul R. Ried Financial Group
Bellevue,
Washington
|
+$1.58M |
| 5 |
LPL Financial
San Diego,
California
|
+$834K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$2.44M |
| 2 |
AWM
Austin Wealth Management
Austin,
Texas
|
-$889K |
| 3 |
MWML
M Wealth Management LLC
San Diego,
California
|
-$248K |
| 4 |
RLIM
Red Lighthouse Investment Management
New York
|
-$92.9K |
| 5 |
VF
Vawter Financial
Columbus,
Ohio
|
-$44.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFT
26
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $15.1K | – | – | – |
|
27
UBS Group
Zurich,
Switzerland
| $310 | +$313 | +4 | New |
|
28
Wells Fargo
San Francisco,
California
| $38 | – | – | – |
|
|
AWM
29
Austin Wealth Management
Austin,
Texas
| – | -$889K | -11,758 | Closed |
|
|
RLIM
30
Red Lighthouse Investment Management
New York
| – | -$92.9K | -1,270 | Closed |
|
AVGV Hedge Fund Activity: Q1 2026 in Review
27 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets Value ETF (AVGV) for Q1 2026, worth a combined $74.3M — up 23% from $60.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AVGV positions and 2 closed out — a net gain of 5 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Meredith Wealth Planning, adding an estimated $5.82M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $2.44M.
- 27 institutional investors held Avantis All Equity Markets Value ETF (AVGV) as of Q1 2026, up from 22 in Q4 2025.
- Funds reported $74.3M of Avantis All Equity Markets Value ETF stock for Q1 2026, up 23% quarter-over-quarter.
- 7 funds opened new Avantis All Equity Markets Value ETF positions in Q1 2026 and 2 closed out, a net change of +5 holders.
- The largest Avantis All Equity Markets Value ETF buyer in Q1 2026 was Meredith Wealth Planning, an estimated $5.82M added.
- The largest Avantis All Equity Markets Value ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $2.44M sold.
Based on aggregated 13F filings for Q1 2026.