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.
11,902% more capital inflows, than outflows
Capital inflows: $27M | Capital outflows: $225K
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$9.8M |
| 2 |
Meredith Wealth Planning
Maryville,
Illinois
|
+$2.09M |
| 3 |
Merriman Wealth Management
Seattle,
Washington
|
+$325K |
| 4 |
Evanson Asset Management
Carmel,
California
|
+$284K |
| 5 |
Orion Capital Management
Coronado,
California
|
+$19.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$225K |
| 2 |
Planned Solutions
Folsom,
California
|
-$251 |
AVGV Hedge Fund Activity: Q4 2024 in Review
13 of the 7,621 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 $9.8M. 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 $9.8M 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.