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Avantis Emerging Markets Equity ETF

360 hedge funds and large institutions have $4.6B invested in Avantis Emerging Markets Equity ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 175 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

514% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 14

130% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 76

32% more capital invested

Capital invested by funds: $3.48B → $4.6B (+$1.12B)

23% more funds holding

Funds holding: 293360 (+67)

17% more funds holding in top 10

Funds holding in top 10: 4654 (+8)

6.11% more ownership

Funds ownership: 92.74%98.85% (+6.1%)

92% less call options, than puts

Call options by funds: $6K | Put options by funds: $73K

Holders
360
Holders Change
+67
Holders Change %
+22.87%
% of All Funds
5.25%
Holding in Top 10
54
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.39%
% of All Funds
0.79%
New
86
Increased
175
Reduced
76
Closed
14
Calls
$6K
Puts
$73K
Net Calls
-$67K
Net Calls Change
-$67K
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
251
Valued Wealth Advisors
Utah
$688K +$701K +13,035 New
BCI
252
Brinker Capital Investments
Pennsylvania
$688K +$668K +12,418 New
OPS
253
Orion Portfolio Solutions
Nebraska
$688K +$668K +12,418 New
ASN
254
Advisory Services Network
Georgia
$674K +$55.8K +1,037 +10%
AW
255
Atlas Wealth
Ohio
$670K
CPA
256
Capital Performance Advisors
California
$658K +$14.3K +265 +2%
SWM
257
Seed Wealth Management
Illinois
$646K
Cambridge Investment Research Advisors
258
Cambridge Investment Research Advisors
Iowa
$645K -$26.8K -499 -4%
CCMI
259
Creative Capital Management Investments
California
$629K
AWS
260
Atria Wealth Solutions
New York
$629K +$145K +2,704 +32%
CPCM
261
Cardinal Point Capital Management
Ontario, Canada
$625K +$52.2K +970 +10%
AWG
262
Altus Wealth Group
Colorado
$622K +$13.6K +253 +2%
OCM
263
Orion Capital Management
California
$616K -$49.6K -921 -8%
EC
264
Eaton-Cambridge
Arizona
$602K +$574K +10,669 New
SM
265
Sensible Money
Arizona
$567K -$12.2K -226 -2%
VCA
266
Verdence Capital Advisors
Maryland
$560K +$271K +5,045 +103%
LG
267
LAM Group
Oregon
$544K +$21.8K +405 +4%
GT
268
Glenview Trust
Kentucky
$532K
EH
269
Equitable Holdings
New York
$521K +$497K +9,237 New
PCMC
270
Private Capital Management (Colorado)
Colorado
$514K +$266K +4,936 +118%
HFS
271
Haverford Financial Services
Pennsylvania
$499K +$207K +3,855 +77%
NRWA
272
North Ridge Wealth Advisors
Oregon
$484K
AWM
273
Aprio Wealth Management
Georgia
$480K -$314K -5,840 -41%
MGW
274
MB Generational Wealth
Washington
$471K +$449K +8,345 New
FNBSF
275
First National Bank Sioux Falls
South Dakota
$464K -$2.42K -45 -0.5%