Avantis All Equity Markets Value ETF
AVGV
AVGV
8 hedge funds and large institutions have $23.7M invested in Avantis All Equity Markets Value ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
8
Holders Change
+3
Holders Change %
+60%
% of All Funds
0.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
3
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
OCM
1
Orion Capital Management
Coronado,
California
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
MWP
1
Meredith Wealth Planning
Maryville,
Illinois
| $21.9M | +$337K | +5,373 | +2% |
|
|
EAM
2
Evanson Asset Management
Carmel,
California
| $859K | +$263K | +4,189 | +44% |
|
|
VF
3
Vawter Financial
Columbus,
Ohio
| $323K | +$21.7K | +345 | +7% |
|
|
AWM
4
Austin Wealth Management
Austin,
Texas
| $277K | +$277K | +4,457 | New |
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $225K | +$225K | +3,577 | New |
|
|
RLIM
6
Red Lighthouse Investment Management
New York
| $54.4K | +$54.4K | +866 | New |
|
|
MFT
7
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $12.2K | – | – | – |
|
|
PS
8
Planned Solutions
Folsom,
California
| $251 | +$251 | +4 | New |
|
|
OCM
9
Orion Capital Management
Coronado,
California
| – | -$18.3K | -310 | Closed |
|