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Avantis Emerging Markets Equity ETF

293 hedge funds and large institutions have $3.48B invested in Avantis Emerging Markets Equity ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 165 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

162% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 63

21% more funds holding in top 10

Funds holding in top 10: 3846 (+8)

16% more capital invested

Capital invested by funds: $3B → $3.48B (+$483M)

7% more funds holding

Funds holding: 273293 (+20)

4.07% more ownership

Funds ownership: 88.67%92.74% (+4.1%)

Holders
293
Holders Change
+20
Holders Change %
+7.33%
% of All Funds
4.65%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.73%
New
32
Increased
165
Reduced
63
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SXL
226
Summit X LLC
Missouri
$459K +$78K +1,435 +20%
NRWA
227
North Ridge Wealth Advisors
Oregon
$453K +$1.41K +26 +0.3%
AWS
228
Atria Wealth Solutions
New York
$446K +$459K +8,447 New
FNBSF
229
First National Bank Sioux Falls
South Dakota
$437K -$315K -5,798 -41%
TFA
230
Triad Financial Advisors
North Carolina
$433K -$15.4K -283 -3%
SCM
231
Sterneck Capital Management
Missouri
$423K +$13K +240 +3%
EW
232
Evoke Wealth
California
$414K +$138K +2,542 +48%
APG
233
Abacus Planning Group
South Carolina
$390K
CG
234
Caprock Group
Idaho
$371K -$543 -10 -0.1%
NFG
235
Nations Financial Group
Iowa
$363K
Wealthfront Advisers
236
Wealthfront Advisers
California
$345K +$32.6K +600 +10%
AA
237
AlphaQ Advisors
Florida
$343K +$146K +2,696 +71%
MA
238
Mutual Advisors
Nebraska
$340K
BDWCC
239
B&D White Capital Company
Texas
$336K -$3.16M -58,129 -90%
FA
240
Flagstar Advisors
New York
$334K +$344K +6,327 New
UB
241
UMB Bank
Missouri
$330K +$78.8K +1,450 +30%
EAM
242
Evanson Asset Management
California
$328K
C
243
Certuity
Florida
$321K
AAM
244
Austin Asset Management
Texas
$305K +$51.6K +949 +20%
Truist Financial
245
Truist Financial
North Carolina
$294K +$303K +5,577 New
RWM
246
Ruedi Wealth Management
Illinois
$291K +$2.5K +46 +0.8%
WP
247
WealthSource Partners
California
$277K -$76.9K -1,415 -21%
Prudential Financial
248
Prudential Financial
New Jersey
$267K +$274K +5,049 New
HFS
249
Haverford Financial Services
Pennsylvania
$264K
KAS
250
Kestra Advisory Services
Texas
$262K +$269K +4,955 New

AVEM Hedge Fund Activity: Q3 2023 in Review

293 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q3 2023, worth a combined $3.48B — up 16% from $3B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AVEM positions and 10 closed out — a net gain of 22 holders — while 165 added to existing stakes and 63 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $121M. The largest seller was Aprio Wealth Management, cutting an estimated $27.9M.

  • 293 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q3 2023, up from 273 in Q2 2023.
  • Funds reported $3.48B of Avantis Emerging Markets Equity ETF stock for Q3 2023, up 16% quarter-over-quarter.
  • 32 funds opened new Avantis Emerging Markets Equity ETF positions in Q3 2023 and 10 closed out, a net change of +22 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $121M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q3 2023 was Aprio Wealth Management, an estimated $27.9M sold.

Based on aggregated 13F filings for Q3 2023.