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Avantis All Equity Markets Value ETF

27 hedge funds and large institutions have $74.3M invested in Avantis All Equity Markets Value ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

23% more capital invested

Capital invested by funds: $60.4M → $74.3M (+$13.9M)

23% more funds holding

Funds holding: 2227 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.46% less ownership

Funds ownership: 29.37%25.91% (-3.5%)

Holders
27
Holders Change
+5
Holders Change %
+22.73%
% of All Funds
0.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
10
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1
Meredith Wealth Planning
Illinois
$41.5M +$5.82M +74,314 +16%
PRRFG
2
Paul R. Ried Financial Group
Washington
$8.18M +$1.58M +20,223 +24%
BDWCC
3
B&D White Capital Company
Texas
$3.97M
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$2.94M -$2.44M -31,086 -45%
MWM
5
McCartney Wealth Management
Missouri
$2.21M +$177K +2,259 +9%
EAM
6
Evanson Asset Management
California
$2.12M +$10.7K +137 +0.5%
MWML
7
M Wealth Management LLC
California
$2.09M -$248K -3,167 -11%
Raymond James Financial
8
Raymond James Financial
Florida
$1.91M +$1.93M +24,574 New
LPL Financial
9
LPL Financial
California
$1.79M +$834K +10,641 +85%
AQR Capital Management
10
AQR Capital Management
Connecticut
$1.79M +$1.8M +23,037 New
E
11
EntreWealth
Texas
$741K +$294K +3,755 +65%
NA
12
NewEdge Advisors
Louisiana
$711K +$402K +5,136 +127%
RW
13
Ridgeline Wealth
Arizona
$647K -$4.15K -53 -0.6%
JP Morgan Chase
14
JP Morgan Chase
New York
$608K -$1.33K -17 -0.2%
AOWM
15
Asset One Wealth Management
Washington
$492K +$472K +6,020 New
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$413K
EF
17
Empirical Finance
Pennsylvania
$408K +$412K +5,260 New
FFA
18
Farther Finance Advisors
California
$348K +$88.2K +1,126 +34%
VF
19
Vawter Financial
Ohio
$336K -$44.3K -566 -12%
AFG
20
Atomi Financial Group
New York
$285K +$67.5K +862 +31%
SWA
21
Sax Wealth Advisors
New Jersey
$281K
Jane Street
22
Jane Street
New York
$271K +$274K +3,496 New
MWM
23
Maimon Wealth Management
Israel
$233K +$239K +3,050 New
RWM
24
Rialto Wealth Management
New York
$72.7K +$16.6K +212 +29%
OCM
25
Orion Capital Management
California
$24.4K