Avantis All Equity Markets Value ETF
AVGV
5 hedge funds and large institutions have $15.2M invested in Avantis All Equity Markets Value ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.
826% more capital invested
Capital invested by funds: $1.65M → $15.2M (+$13.6M)
67% more funds holding
Funds holding: 3 → 5 (+2)
26.52% more ownership
Funds ownership: 7.84% → 34.36% (+27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWP
Meredith Wealth Planning
Maryville,
Illinois
|
+$11.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$353K |
| 3 |
EAM
Evanson Asset Management
Carmel,
California
|
+$238K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWP
1
Meredith Wealth Planning
Maryville,
Illinois
| $14.5M | +$11.9M | +227,981 | +739% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $381K | +$353K | +6,784 | New |
|
|
EAM
3
Evanson Asset Management
Carmel,
California
| $256K | +$238K | +4,567 | New |
|
|
MFT
4
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $56.5K | – | – | – |
|
|
OCM
5
Orion Capital Management
Coronado,
California
| $17.4K | – | – | – |
|
AVGV Hedge Fund Activity: Q4 2023 in Review
5 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets Value ETF (AVGV) for Q4 2023, worth a combined $15.2M — up 826% from $1.65M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new AVGV positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Meredith Wealth Planning, adding an estimated $11.9M.
- 5 institutional investors held Avantis All Equity Markets Value ETF (AVGV) as of Q4 2023, up from 3 in Q3 2023.
- Funds reported $15.2M of Avantis All Equity Markets Value ETF stock for Q4 2023, up 826% quarter-over-quarter.
- 2 funds opened new Avantis All Equity Markets Value ETF positions in Q4 2023 and 0 closed out, a net change of +2 holders.
- The largest Avantis All Equity Markets Value ETF buyer in Q4 2023 was Meredith Wealth Planning, an estimated $11.9M added.
Based on aggregated 13F filings for Q4 2023.