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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
VCA
251
Verdence Capital Advisors
Maryland
$258K +$20.6K +380 +8%
CM
252
Cornerstone Management
Georgia
$252K
LNC
253
Lincoln National Corp
Pennsylvania
$242K +$249K +4,577 New
LFA
254
Lauterbach Financial Advisors
Texas
$231K +$14.9K +275 +7%
UWM
255
USAdvisors Wealth Management
Minnesota
$229K
MFT
256
Moisand Fitzgerald Tamayo
Florida
$222K
PCMC
257
Private Capital Management (Colorado)
Colorado
$221K +$89K +1,638 +64%
AC
258
Avestar Capital
New York
$218K -$8.86K -163 -4%
WCWM
259
Willow Creek Wealth Management
California
$217K
WA
260
Wealthstream Advisors
New York
$215K +$221K +4,068 New
AW
261
Avion Wealth
Texas
$190K
WWP
262
WR Wealth Planners
Missouri
$177K +$51.2K +943 +39%
PNC Financial Services Group
263
PNC Financial Services Group
Pennsylvania
$157K +$69.5K +1,280 +75%
Jones Financial Companies
264
Jones Financial Companies
Missouri
$157K +$136K +2,498 +525%
US Bancorp
265
US Bancorp
Minnesota
$150K
GTAM
266
Global Trust Asset Management
Florida
$122K
TLA
267
Tanglewood Legacy Advisors
Texas
$107K
NCM
268
Northwest Capital Management
Oregon
$101K +$12.9K +238 +14%
PTC
269
Private Trust Company
Ohio
$64.7K
SPIA
270
Steward Partners Investment Advisory
New York
$59.4K +$31.8K +585 +108%
CFD
271
Creative Financial Designs
Indiana
$55.8K +$1.79K +33 +3%
FHA
272
First Horizon Advisors
Tennessee
$50.4K +$14.2K +261 +38%
SIS
273
Sound Income Strategies
Florida
$49.9K +$51.4K +946 New
BTI
274
Blue Trust Inc
Georgia
$31K
TCCM
275
Timber Creek Capital Management
Massachusetts
$28.5K

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.