Avantis All Equity Markets Value ETF
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.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
60% more funds holding
Funds holding: 5 → 8 (+3)
12% more capital invested
Capital invested by funds: $21.1M → $23.7M (+$2.55M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.55% less ownership
Funds ownership: 26.58% → 24.04% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWP
Meredith Wealth Planning
Maryville,
Illinois
|
+$324K |
| 2 |
AWM
Austin Wealth Management
Austin,
Texas
|
+$268K |
| 3 |
EAM
Evanson Asset Management
Carmel,
California
|
+$252K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$215K |
| 5 |
RLIM
Red Lighthouse Investment Management
New York
|
+$52.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
Orion Capital Management
Coronado,
California
|
-$18.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWP
1
Meredith Wealth Planning
Maryville,
Illinois
| $21.9M | +$324K | +5,373 | +2% |
|
|
EAM
2
Evanson Asset Management
Carmel,
California
| $859K | +$252K | +4,189 | +44% |
|
|
VF
3
Vawter Financial
Columbus,
Ohio
| $323K | +$20.8K | +345 | +7% |
|
|
AWM
4
Austin Wealth Management
Austin,
Texas
| $277K | +$268K | +4,457 | New |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $225K | +$215K | +3,577 | New |
|
|
RLIM
6
Red Lighthouse Investment Management
New York
| $54.4K | +$52.2K | +866 | New |
|
|
MFT
7
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $12.2K | – | – | – |
|
|
PS
8
Planned Solutions
Folsom,
California
| $251 | +$241 | +4 | New |
|
|
OCM
9
Orion Capital Management
Coronado,
California
| – | -$18.3K | -310 | Closed |
|
AVGV Hedge Fund Activity: Q3 2024 in Review
8 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets Value ETF (AVGV) for Q3 2024, worth a combined $23.7M — up 12% from $21.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new AVGV positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Meredith Wealth Planning, adding an estimated $324K. The largest seller was Orion Capital Management, exiting entirely with an estimated $18.3K sold.
- 8 institutional investors held Avantis All Equity Markets Value ETF (AVGV) as of Q3 2024, up from 5 in Q2 2024.
- Funds reported $23.7M of Avantis All Equity Markets Value ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 4 funds opened new Avantis All Equity Markets Value ETF positions in Q3 2024 and 1 closed out, a net change of +3 holders.
- The largest Avantis All Equity Markets Value ETF buyer in Q3 2024 was Meredith Wealth Planning, an estimated $324K added.
- The largest Avantis All Equity Markets Value ETF seller in Q3 2024 was Orion Capital Management, an estimated $18.3K sold.
Based on aggregated 13F filings for Q3 2024.