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Avantis Emerging Markets Equity ETF

384 hedge funds and large institutions have $4.47B invested in Avantis Emerging Markets Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 193 increasing their positions, 106 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 19

82% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 106

7% more funds holding

Funds holding: 360384 (+24)

2% more funds holding in top 10

Funds holding in top 10: 5455 (+1)

3% less capital invested

Capital invested by funds: $4.6B → $4.47B (-$124M)

10.98% less ownership

Funds ownership: 98.85%87.87% (-11%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $603K

Holders
384
Holders Change
+24
Holders Change %
+6.67%
% of All Funds
5.53%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
0.79%
New
47
Increased
193
Reduced
106
Closed
19
Calls
Puts
$603K
Net Calls
-$603K
Net Calls Change
-$536K
Name Holding Trade Value Shares
Change
Change in
Stake
CHA
376
Carmichael Hill & Associates
Maryland
$5.92K -$5.79K -103 -50%
PP
377
Pacifica Partners
Canada
$3.69K
BF
378
BOK Financial
Oklahoma
$2.97K
EWA
379
Elevate Wealth Advisory
Georgia
$2.32K +$225 +4 +11%
NP
380
NorthRock Partners
Minnesota
$1.17K -$22.8K -406 -95%
IGWM
381
ICA Group Wealth Management
Colorado
$1.1K
AA
382
Addison Advisors
Vermont
$548
KFI
383
Key Financial Inc
Pennsylvania
$348
Fidelity Investments
384
Fidelity Investments
Massachusetts
$232 -$112 -2 -33%
Mercer Global Advisors
385
Mercer Global Advisors
Colorado
-$342M -6,071,731 Closed
Citadel Advisors
386
Citadel Advisors
Florida
-$31.9M -565,780 Closed
AF
387
Advisornet Financial
Minnesota
-$4.84M -85,886 Closed
Susquehanna International Group
388
Susquehanna International Group
Pennsylvania
-$2.41M -42,808 Closed
FTUS
389
Flow Traders U.S.
New York
-$1.94M -34,309 Closed
WAS
390
WESPAC Advisors SoCal
California
-$1.83M -32,453 Closed
SWA
391
Sax Wealth Advisors
New Jersey
-$1.26M -22,415 Closed
TFM
392
Trademark Financial Management
Minnesota
-$968K -17,170 Closed
JCM
393
Jacobi Capital Management
Pennsylvania
-$744K -13,200 Closed
CPCM
394
Cardinal Point Capital Management
Ontario, Canada
-$625K -11,085 Closed
AWG
395
Altus Wealth Group
Colorado
-$622K -11,024 Closed
EMAM
396
Encompass More Asset Management
California
-$227K -4,031 Closed
Focus Partners Wealth
397
Focus Partners Wealth
Massachusetts
-$211K -3,736 Closed
AWM
398
Able Wealth Management
New Jersey
-$74.6K -1,323 Closed
RIM
399
Rockbridge Investment Management
New York
-$24.8K -439 Closed
TWA
400
Tandem Wealth Advisors
Arizona
-$24.5K -435 Closed

AVEM Hedge Fund Activity: Q1 2024 in Review

384 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q1 2024, worth a combined $4.47B — down 2.7% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AVEM positions and 19 closed out — a net gain of 28 holders — while 193 added to existing stakes and 106 trimmed.

The largest buyer was Savant Capital, adding an estimated $51.6M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $342M sold.

  • 384 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q1 2024, up from 360 in Q4 2023.
  • Funds reported $4.47B of Avantis Emerging Markets Equity ETF stock for Q1 2024, down 2.7% quarter-over-quarter.
  • 47 funds opened new Avantis Emerging Markets Equity ETF positions in Q1 2024 and 19 closed out, a net change of +28 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q1 2024 was Savant Capital, an estimated $51.6M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q1 2024 was Mercer Global Advisors, an estimated $342M sold.

Based on aggregated 13F filings for Q1 2024.