Avantis All Equity Markets Value ETF
AVGV
5 hedge funds and large institutions have $18M invested in Avantis All Equity Markets Value ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
18% more capital invested
Capital invested by funds: $15.2M → $18M (+$2.75M)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
7.05% less ownership
Funds ownership: 34.36% → 27.31% (-7.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWP
Meredith Wealth Planning
Maryville,
Illinois
|
+$1.68M |
| 2 |
VF
Vawter Financial
Columbus,
Ohio
|
+$211K |
| 3 |
EAM
Evanson Asset Management
Carmel,
California
|
+$31.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$381K |
| 2 |
MFT
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
-$46.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWP
1
Meredith Wealth Planning
Maryville,
Illinois
| $17.4M | +$1.68M | +29,545 | +11% |
|
|
EAM
2
Evanson Asset Management
Carmel,
California
| $309K | +$31.2K | +549 | +12% |
|
|
VF
3
Vawter Financial
Columbus,
Ohio
| $225K | +$211K | +3,719 | New |
|
|
OCM
4
Orion Capital Management
Coronado,
California
| $18.7K | – | – | – |
|
|
MFT
5
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $11.8K | -$46.1K | -811 | -81% |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$381K | -6,784 | Closed |
|
AVGV Hedge Fund Activity: Q1 2024 in Review
5 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets Value ETF (AVGV) for Q1 2024, worth a combined $18M — up 18% from $15.2M a quarter earlier.
Fund positioning in AVGV was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Meredith Wealth Planning, adding an estimated $1.68M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $381K sold.
- 5 institutional investors held Avantis All Equity Markets Value ETF (AVGV) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $18M of Avantis All Equity Markets Value ETF stock for Q1 2024, up 18% quarter-over-quarter.
- 1 fund opened new Avantis All Equity Markets Value ETF positions in Q1 2024 and 1 closed out, a net change of 0 holders.
- The largest Avantis All Equity Markets Value ETF buyer in Q1 2024 was Meredith Wealth Planning, an estimated $1.68M added.
- The largest Avantis All Equity Markets Value ETF seller in Q1 2024 was Susquehanna International Group, an estimated $381K sold.
Based on aggregated 13F filings for Q1 2024.