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Avantis All Equity Markets Value ETF
AVGV

14 hedge funds and large institutions have $54.8M invested in Avantis All Equity Markets Value ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

12% more capital invested

Capital invested by funds: $48.9M → $54.8M (+$5.95M)

8% more funds holding

Funds holding: 13 → 14 (+1)

0.21% less ownership

Funds ownership: 42.19% → 41.98% (-0.21%)

Holders
14
Holders Change
+1
Holders Change %
+7.69%
% of All Funds
0.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
3
Increased
8
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RW
Ridgeline Wealth
Arizona
+$1.53M
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.52M
3
PRRFG
Paul R. Ried Financial Group
Washington
+$991K
4
MWP
Meredith Wealth Planning
Illinois
+$795K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$492K

Top Sellers

Rank Fund Capital Flow
1
RLIM
Red Lighthouse Investment Management
New York
-$52.8K
2
VF
Vawter Financial
Ohio
-$36.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1
Meredith Wealth Planning
Illinois
$24M +$795K +12,802 +3%
RW
2
Ridgeline Wealth
Arizona
$11.1M +$1.53M +24,576 +16%
JP Morgan Chase
3
JP Morgan Chase
New York
$11M +$1.52M +24,444 +16%
PRRFG
4
Paul R. Ried Financial Group
Washington
$3.37M +$991K +15,959 +40%
MWML
5
M Wealth Management LLC
California
$2.32M +$416K +6,692 +21%
EAM
6
Evanson Asset Management
California
$1.32M +$214K +3,452 +19%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$481K +$492K +7,914 New
AWM
8
Austin Wealth Management
Texas
$430K +$158K +2,544 +55%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$320K +$327K +5,264 New
VF
10
Vawter Financial
Ohio
$279K -$36.8K -593 -11%
Jane Street
11
Jane Street
New York
$236K +$241K +3,882 New
OCM
12
Orion Capital Management
California
$19.1K +$311 +5 +2%
MFT
13
Moisand Fitzgerald Tamayo
Florida
$11.9K – – –
MCM
14
MAI Capital Management
Ohio
$270 – – –
RLIM
15
Red Lighthouse Investment Management
New York
– -$52.8K -866 Closed

AVGV Hedge Fund Activity: Q1 2025 in Review

14 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets Value ETF (AVGV) for Q1 2025, worth a combined $54.8M — up 12% from $48.9M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new AVGV positions and 1 closed out — a net gain of 2 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Ridgeline Wealth, adding an estimated $1.53M. The largest seller was Red Lighthouse Investment Management, exiting entirely with an estimated $52.8K sold.

  • 14 institutional investors held Avantis All Equity Markets Value ETF (AVGV) as of Q1 2025, up from 13 in Q4 2024.
  • Funds reported $54.8M of Avantis All Equity Markets Value ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 3 funds opened new Avantis All Equity Markets Value ETF positions in Q1 2025 and 1 closed out, a net change of +2 holders.
  • The largest Avantis All Equity Markets Value ETF buyer in Q1 2025 was Ridgeline Wealth, an estimated $1.53M added.
  • The largest Avantis All Equity Markets Value ETF seller in Q1 2025 was Red Lighthouse Investment Management, an estimated $52.8K sold.

Based on aggregated 13F filings for Q1 2025.