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Avantis All Equity Markets Value ETF

3 hedge funds and large institutions have $1.65M invested in Avantis All Equity Markets Value ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

7.84% more ownership

Funds ownership: 0%7.84% (+7.8%)

Holders
3
Holders Change
+3
Holders Change %
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1
Meredith Wealth Planning
Illinois
$1.58M +$1.61M +30,831 New
MFT
2
Moisand Fitzgerald Tamayo
Florida
$51.5K +$52.7K +1,006 New
OCM
3
Orion Capital Management
California
$15.9K +$16.2K +310 New

AVGV Hedge Fund Activity: Q3 2023 in Review

3 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets Value ETF (AVGV) for Q3 2023, worth a combined $1.65M.

Buyers outnumbered sellers: 3 funds opened new AVGV positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Meredith Wealth Planning, opening a new position worth an estimated $1.61M.

  • 3 institutional investors held Avantis All Equity Markets Value ETF (AVGV) as of Q3 2023, up from 0 in Q2 2023.
  • Funds reported $1.65M of Avantis All Equity Markets Value ETF stock for Q3 2023.
  • 3 funds opened new Avantis All Equity Markets Value ETF positions in Q3 2023 and 0 closed out, a net change of +3 holders.
  • The largest Avantis All Equity Markets Value ETF buyer in Q3 2023 was Meredith Wealth Planning, an estimated $1.61M added.

Based on aggregated 13F filings for Q3 2023.