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Avantis All Equity Markets Value ETF

22 hedge funds and large institutions have $60.4M invested in Avantis All Equity Markets Value ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

25% more capital invested

Capital invested by funds: $48.5M → $60.4M (+$11.9M)

16% more funds holding

Funds holding: 1922 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.6% less ownership

Funds ownership: 29.97%29.37% (-0.6%)

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
11
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1
Meredith Wealth Planning
Illinois
$33.7M +$362K +5,063 +1%
PRRFG
2
Paul R. Ried Financial Group
Washington
$6.24M +$595K +8,332 +11%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$5.2M +$4.91M +68,804 New
BDWCC
4
B&D White Capital Company
Texas
$3.75M
MWML
5
M Wealth Management LLC
California
$2.2M +$98K +1,373 +5%
EAM
6
Evanson Asset Management
California
$2M +$106K +1,481 +6%
MWM
7
McCartney Wealth Management
Missouri
$1.92M +$1.88M +26,285 New
LPL Financial
8
LPL Financial
California
$914K +$478K +6,693 +116%
AWM
9
Austin Wealth Management
Texas
$889K +$73.1K +1,023 +10%
RW
10
Ridgeline Wealth
Arizona
$614K -$24.8K -347 -4%
JP Morgan Chase
11
JP Morgan Chase
New York
$590K +$575K +8,057 New
E
12
EntreWealth
Texas
$469K +$3.93K +55 +1%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$390K +$4.29K +60 +1%
VF
14
Vawter Financial
Ohio
$359K +$1.78K +25 +0.5%
NA
15
NewEdge Advisors
Louisiana
$295K +$288K +4,035 New
SWA
16
Sax Wealth Advisors
New Jersey
$281K -$19.6K -274 -7%
FFA
17
Farther Finance Advisors
California
$244K +$238K +3,332 New
AFG
18
Atomi Financial Group
New York
$205K -$21.5K -301 -10%
RLIM
19
Red Lighthouse Investment Management
New York
$92.9K +$27K +378 +42%
RWM
20
Rialto Wealth Management
New York
$53.1K +$25.4K +355 +96%
OCM
21
Orion Capital Management
California
$23.1K
MFT
22
Moisand Fitzgerald Tamayo
Florida
$14.3K
CCM
23
Cloud Capital Management
Washington
-$72K -1,032 Closed
UBS Group
24
UBS Group
Switzerland
-$21.5K -305 Closed