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Avantis All Equity Markets Value ETF
AVGV

13 hedge funds and large institutions have $48.9M invested in Avantis All Equity Markets Value ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

106% more capital invested

Capital invested by funds: $23.7M → $48.9M (+$25.2M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

63% more funds holding

Funds holding: 8 → 13 (+5)

18.16% more ownership

Funds ownership: 24.04% → 42.19% (+18%)

Holders
13
Holders Change
+5
Holders Change %
+62.5%
% of All Funds
0.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
4
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$9.84M
2
MWP
Meredith Wealth Planning
Illinois
+$2.09M
3
MWM
Merriman Wealth Management
Washington
+$325K
4
EAM
Evanson Asset Management
California
+$284K
5
OCM
Orion Capital Management
California
+$19.5K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$225K
2
PS
Planned Solutions
California
-$251
Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1
Meredith Wealth Planning
Illinois
$23.3M +$2.09M +33,098 +9%
RW
2
Ridgeline Wealth
Arizona
$9.61M +$9.94M +157,592 New
JP Morgan Chase
3
JP Morgan Chase
New York
$9.51M +$9.84M +156,013 New
PRRFG
4
Paul R. Ried Financial Group
Washington
$2.41M +$2.49M +39,546 New
MWML
5
M Wealth Management LLC
California
$1.91M +$1.98M +31,402 New
EAM
6
Evanson Asset Management
California
$1.11M +$284K +4,507 +33%
VF
7
Vawter Financial
Ohio
$316K +$2.08K +33 +0.6%
MWM
8
Merriman Wealth Management
Washington
$314K +$325K +5,153 New
AWM
9
Austin Wealth Management
Texas
$291K +$12.3K +195 +4%
RLIM
10
Red Lighthouse Investment Management
New York
$52.8K – – –
OCM
11
Orion Capital Management
California
$18.9K +$19.5K +310 New
MFT
12
Moisand Fitzgerald Tamayo
Florida
$11.9K – – –
MCM
13
MAI Capital Management
Ohio
$271 +$252 +4 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
– -$225K -3,577 Closed
PS
15
Planned Solutions
California
– -$251 -4 Closed

AVGV Hedge Fund Activity: Q4 2024 in Review

13 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets Value ETF (AVGV) for Q4 2024, worth a combined $48.9M — up 106% from $23.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AVGV positions and 2 closed out — a net gain of 5 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $9.84M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $225K sold.

  • 13 institutional investors held Avantis All Equity Markets Value ETF (AVGV) as of Q4 2024, up from 8 in Q3 2024.
  • Funds reported $48.9M of Avantis All Equity Markets Value ETF stock for Q4 2024, up 106% quarter-over-quarter.
  • 7 funds opened new Avantis All Equity Markets Value ETF positions in Q4 2024 and 2 closed out, a net change of +5 holders.
  • The largest Avantis All Equity Markets Value ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $9.84M added.
  • The largest Avantis All Equity Markets Value ETF seller in Q4 2024 was Susquehanna International Group, an estimated $225K sold.

Based on aggregated 13F filings for Q4 2024.