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Avantis All Equity Markets Value ETF

5 hedge funds and large institutions have $21.1M invested in Avantis All Equity Markets Value ETF in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $18M → $21.1M (+$3.15M)

0% more funds holding

Funds holding: 55 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.73% less ownership

Funds ownership: 27.31%26.58% (-0.73%)

Holders
5
Holders Change
Holders Change %
0%
% of All Funds
0.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
Increased
3
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1
Meredith Wealth Planning
Illinois
$20.3M +$3.31M +55,706 +19%
EAM
2
Evanson Asset Management
California
$559K +$260K +4,379 +86%
VF
3
Vawter Financial
Ohio
$283K +$64.2K +1,079 +29%
OCM
4
Orion Capital Management
California
$18.3K
MFT
5
Moisand Fitzgerald Tamayo
Florida
$11.5K

AVGV Hedge Fund Activity: Q2 2024 in Review

5 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets Value ETF (AVGV) for Q2 2024, worth a combined $21.1M — up 18% from $18M a quarter earlier.

Fund positioning in AVGV was balanced in Q2 2024: 0 funds opened new positions, 0 closed out, 3 added to existing stakes and 0 trimmed.

The largest buyer was Meredith Wealth Planning, adding an estimated $3.31M.

  • 5 institutional investors held Avantis All Equity Markets Value ETF (AVGV) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $21.1M of Avantis All Equity Markets Value ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 0 funds opened new Avantis All Equity Markets Value ETF positions in Q2 2024 and 0 closed out.
  • The largest Avantis All Equity Markets Value ETF buyer in Q2 2024 was Meredith Wealth Planning, an estimated $3.31M added.

Based on aggregated 13F filings for Q2 2024.