Avantis All Equity Markets Value ETF
AVGV
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.
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: 19 → 22 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.6% less ownership
Funds ownership: 29.97% → 29.37% (-0.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.91M |
| 2 |
PRRFG
Paul R. Ried Financial Group
Bellevue,
Washington
|
+$595K |
| 3 |
JP Morgan Chase
New York
|
+$575K |
| 4 |
LPL Financial
San Diego,
California
|
+$478K |
| 5 |
MWP
Meredith Wealth Planning
Maryville,
Illinois
|
+$362K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Cloud Capital Management
Seattle,
Washington
|
-$72K |
| 2 |
RW
Ridgeline Wealth
Mesa,
Arizona
|
-$24.8K |
| 3 |
AFG
Atomi Financial Group
New York
|
-$21.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$21.5K |
| 5 |
SWA
Sax Wealth Advisors
Parsippany,
New Jersey
|
-$19.6K |
AVGV Hedge Fund Activity: Q4 2025 in Review
22 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Avantis All Equity Markets Value ETF (AVGV) for Q4 2025, worth a combined $60.4M — up 25% from $48.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new AVGV positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 3 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $4.91M. The largest seller was Cloud Capital Management, exiting entirely with an estimated $72K sold.
- 22 institutional investors held Avantis All Equity Markets Value ETF (AVGV) as of Q4 2025, up from 19 in Q3 2025.
- Funds reported $60.4M of Avantis All Equity Markets Value ETF stock for Q4 2025, up 25% quarter-over-quarter.
- 5 funds opened new Avantis All Equity Markets Value ETF positions in Q4 2025 and 2 closed out, a net change of +3 holders.
- The largest Avantis All Equity Markets Value ETF buyer in Q4 2025 was Wealth Enhancement Advisory Services, an estimated $4.91M added.
- The largest Avantis All Equity Markets Value ETF seller in Q4 2025 was Cloud Capital Management, an estimated $72K sold.
Based on aggregated 13F filings for Q4 2025.