Avantis Emerging Markets Equity ETF
AVEM
223 hedge funds and large institutions have $2.03B invested in Avantis Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 108 increasing their positions, 44 reducing their positions, and 13 closing their positions.
346% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 13
145% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 44
117% more capital invested
Capital invested by funds: $935M → $2.03B (+$1.1B)
84% more funds holding in top 10
Funds holding in top 10: 19 → 35 (+16)
21% more funds holding
Funds holding: 185 → 223 (+38)
9.78% more ownership
Funds ownership: 75.27% → 85.05% (+9.8%)
61% less call options, than puts
Call options by funds: $30K | Put options by funds: $76K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$435M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$175M |
| 3 |
Morgan Stanley
New York
|
+$54M |
| 4 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
+$51.5M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$41.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFG
Larson Financial Group
St Louis,
Missouri
|
-$4.43M |
| 2 |
FM
Foster & Motley
Cincinnati,
Ohio
|
-$3.96M |
| 3 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
-$3.31M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$2.46M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AC
226
Avestar Capital
New York
| – | -$640K | -13,935 | Closed |
|
|
API
227
Advisor Partners II
Walnut Creek,
California
| – | -$384K | -8,364 | Closed |
|
228
Truist Financial
Charlotte,
North Carolina
| – | -$254K | -5,524 | Closed |
|
|
BF
229
BOK Financial
Tulsa,
Oklahoma
| – | -$211K | -4,600 | Closed |
|
230
Wealthfront Advisers
Palo Alto,
California
| – | -$201K | -4,380 | Closed |
|
|
CL
231
COWA LLC
Tulsa,
Oklahoma
| – | -$145K | -3,151 | Closed |
|
|
EW
232
Evoke Wealth
Los Angeles,
California
| – | -$123K | -2,678 | Closed |
|
|
JWM
233
Janiczek Wealth Management
Denver,
Colorado
| – | -$104K | -2,241 | Closed |
|
|
GWSG
234
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$8K | -168 | Closed |
|
235
Bessemer Group
Woodbridge,
New Jersey
| – | -$7K | -159 | Closed |
|
|
M1FG
236
Mach-1 Financial Group
Rogers,
Arkansas
| – | -$3K | -68 | Closed |
|
AVEM Hedge Fund Activity: Q4 2022 in Review
223 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q4 2022, worth a combined $2.03B — up 117% from $935M a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new AVEM positions and 13 closed out — a net gain of 45 holders — while 108 added to existing stakes and 44 trimmed.
The largest buyer was Savant Capital, adding an estimated $435M. The largest seller was Larson Financial Group, cutting an estimated $4.43M.
- 223 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q4 2022, up from 185 in Q3 2022.
- Funds reported $2.03B of Avantis Emerging Markets Equity ETF stock for Q4 2022, up 117% quarter-over-quarter.
- 58 funds opened new Avantis Emerging Markets Equity ETF positions in Q4 2022 and 13 closed out, a net change of +45 holders.
- The largest Avantis Emerging Markets Equity ETF buyer in Q4 2022 was Savant Capital, an estimated $435M added.
- The largest Avantis Emerging Markets Equity ETF seller in Q4 2022 was Larson Financial Group, an estimated $4.43M sold.
Based on aggregated 13F filings for Q4 2022.