FRCL 3 2022Q3 Hb Float (AVGE)
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10,710 Shares in Avantis All Equity Markets ETF $AVGE Acquired by Farther Finance Advisors LLC
Farther Finance Advisors LLC purchased a new position in shares of Avantis All Equity Markets ETF (NYSEARCA:AVGE) in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 10,710 shares of the company's stock, valued at approximately $920,000. Farther Finance Advisors
AVGE ETF: War, Oil Shocks, And Nothing To Show Yet For Active Management
Avantis All Equity Markets ETF is an actively managed global equity fund launched in 2022, targeting broad exposure via a fund-of-funds approach. AVGE has underperformed passive benchmarks like ACWI and VT, with little sector or geographic differentiation despite a slightly higher U.S. allocation and emerging markets tilt. With a 0.25% expense ratio and modest liquidity, AVGE's active management has not delivered outperformance, especially during recent market volatility.
AVGE: Strong Start, But Shaky End In Mixed 2025
Avantis All Equity Markets ETF has underperformed the passive ACWI index, particularly in late 2025, due to sector and regional misallocation. AVGE's active management and fund-of-funds structure have not delivered superior returns, with a higher beta (1.04) and lower Sharpe ratio (0.84) than peers. The ETF's portfolio is overweight energy and emerging markets, underweight tech, and includes all Avantis offerings, diluting its effectiveness versus benchmarks.
FRCL 3 2022Q3 Hb Float Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RR rosemary richard WCG Wealth Advisors LLC | 24,571 | $1.56M | $2.42M | $862,277.77 | 55.21% |
| YA Yinka Akinsola Blue Trust Inc. | 1 | $73.87 | $98.67 | $24.8 | 33.57% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 4,723 | $357,880.93 | $466,254.56 | $108,373.63 | 30.28% |
 Daren Blonski Fermata Advisors LLC | 43,716 | $3.13M | $4.31M | $1.19M | 37.9% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 16,928 | $1.45M | $1.67M | $216,847.68 | 14.91% |
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FRCL 3 2022Q3 Hb Float Profile
| ARCA Exchange | US Country |
Overview
Under normal market conditions, the fund focuses on investing a minimum of 80% of its assets in equity ETFs. The management team employs a strategic allocation approach across different geographies and investment styles to achieve the fund’s desired allocation. This approach aims to create a broadly diversified basket of equity securities. Specifically, the fund seeks to overweight in securities believed to offer higher returns or exhibit better risk characteristics compared to a passive, market-cap weighted index. This strategy highlights the fund's proactive management in targeting investment opportunities that could potentially lead to outperformance against traditional market indices.
Products and Services
- Investment in Equity ETFs
The cornerstone of the fund's investment strategy involves allocating at least 80% of its assets into equity Exchange-Traded Funds (ETFs). This approach enables the fund to tap into the growth potential of various companies across different sectors and regions, providing a solid foundation for diversification and potential return on investment.
- Strategic Allocation across Geographies and Styles
To enhance portfolio returns and manage risk, the fund's managers strategically distribute investments across numerous geographic regions and investment styles. This dynamic allocation is designed to adapt to changing market conditions and to take advantage of different growth opportunities worldwide, balancing the investment across various markets to optimize the portfolio's risk-return profile.
- Overweighting in High-Return or Lower-Risk Securities
The fund aims to overweight its investments in securities that are expected to yield higher returns or have more favorable risk characteristics than those represented by a passive, market-cap weighted index. By identifying and investing in these select securities, the fund strives to achieve superior performance relative to traditional benchmarks, leveraging analysis and insights to forecast securities with promising outlooks.
