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Avantis All Equity Markets Value ETF

19 hedge funds and large institutions have $48.5M invested in Avantis All Equity Markets Value ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

27% more funds holding

Funds holding: 1519 (+4)

23% more capital invested

Capital invested by funds: $39.4M → $48.5M (+$9.06M)

7.92% more ownership

Funds ownership: 22.05%29.97% (+7.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
7
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1
Meredith Wealth Planning
Illinois
$32M +$2.24M +32,851 +8%
PRRFG
2
Paul R. Ried Financial Group
Washington
$5.41M +$844K +12,404 +19%
BDWCC
3
B&D White Capital Company
Texas
$3.6M +$1.74M +25,530 +99%
MWML
4
M Wealth Management LLC
California
$2.02M -$124K -1,816 -6%
EAM
5
Evanson Asset Management
California
$1.81M +$53.2K +781 +3%
AWM
6
Austin Wealth Management
Texas
$753K +$81.3K +1,195 +13%
RW
7
Ridgeline Wealth
Arizona
$615K -$4.7K -69 -0.8%
LPL Financial
8
LPL Financial
California
$407K +$394K +5,792 New
E
9
EntreWealth
Texas
$405K +$106K +1,564 +37%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$371K
VF
11
Vawter Financial
Ohio
$343K +$332K +4,879 New
SWA
12
Sax Wealth Advisors
New Jersey
$290K +$280K +4,119 New
AFG
13
Atomi Financial Group
New York
$219K +$212K +3,108 New
CCM
14
Cloud Capital Management
Washington
$72K +$70.2K +1,032 New
RLIM
15
Red Lighthouse Investment Management
New York
$62.7K +$1.43K +21 +2%
RWM
16
Rialto Wealth Management
New York
$26.1K +$25.2K +371 New
OCM
17
Orion Capital Management
California
$22.2K
UBS Group
18
UBS Group
Switzerland
$21.5K +$20.8K +305 New
MFT
19
Moisand Fitzgerald Tamayo
Florida
$13.7K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$245K -3,749 Closed
Jane Street
21
Jane Street
New York
-$209K -3,211 Closed
MCM
22
MAI Capital Management
Ohio
-$290 -4 Closed

AVGV Hedge Fund Activity: Q3 2025 in Review

19 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets Value ETF (AVGV) for Q3 2025, worth a combined $48.5M — up 23% from $39.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AVGV positions and 3 closed out — a net gain of 4 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Meredith Wealth Planning, adding an estimated $2.24M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $245K sold.

  • 19 institutional investors held Avantis All Equity Markets Value ETF (AVGV) as of Q3 2025, up from 15 in Q2 2025.
  • Funds reported $48.5M of Avantis All Equity Markets Value ETF stock for Q3 2025, up 23% quarter-over-quarter.
  • 7 funds opened new Avantis All Equity Markets Value ETF positions in Q3 2025 and 3 closed out, a net change of +4 holders.
  • The largest Avantis All Equity Markets Value ETF buyer in Q3 2025 was Meredith Wealth Planning, an estimated $2.24M added.
  • The largest Avantis All Equity Markets Value ETF seller in Q3 2025 was Susquehanna International Group, an estimated $245K sold.

Based on aggregated 13F filings for Q3 2025.