We are live on ! Find out more
AVEM icon

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
WP
276
WealthShield Partners
North Carolina
$26.4K
HI
277
Harbour Investments
Wisconsin
$25.9K
FWP
278
FAS Wealth Partners
Kansas
$15.1K +$15.5K +286 New
CHA
279
Carmichael Hill & Associates
Maryland
$10.6K +$5.43K +100 +99%
IFS
280
Intelligent Financial Strategies
Minnesota
$10.3K
RF
281
Robinswood Financial
Washington
$10.1K +$10.4K +191 New
PFBT
282
Parkside Financial Bank & Trust
Missouri
$7.81K
VWM
283
Valley Wealth Managers
New Jersey
$5.75K +$5.92K +109 New
WIM
284
Westside Investment Management
California
$5.28K
Simplex Trading
285
Simplex Trading
Illinois
$5K +$6.03K +111 New
AWM
286
Activest Wealth Management
Florida
$4.7K +$4.84K +89 New
PP
287
Pacifica Partners
Canada
$3.32K
NA
288
NewEdge Advisors
Louisiana
$2.64K +$2.39K +44 +733%
BF
289
BOK Financial
Oklahoma
$2.6K +$2.77K +51 New
GWSG
290
GPS Wealth Strategies Group
Colorado
$2.54K
AA
291
Addison Advisors
Vermont
$489
KFI
292
Key Financial Inc
Pennsylvania
$317
Bank of Montreal
293
Bank of Montreal
Ontario, Canada
$109 -$14.7K -270 -99%
Citadel Advisors
294
Citadel Advisors
Florida
-$23.3M -433,208 Closed
VWA
295
V Wealth Advisors
Kansas
-$3.76M -69,852 Closed
GS
296
GTS Securities
New York
-$1.03M -19,228 Closed
TA
297
TFB Advisors
Kansas
-$654K -12,162 Closed
KWA
298
KCS Wealth Advisory
California
-$355K -6,593 Closed
AWM
299
Accel Wealth Management
Iowa
-$223K -4,138 Closed
MAM
300
Marquette Asset Management
Minnesota
-$25.7K -478 Closed

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.