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Avantis Emerging Markets Equity ETF

146 hedge funds and large institutions have $813M invested in Avantis Emerging Markets Equity ETF in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

178% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 27

19% more capital invested

Capital invested by funds: $684M → $813M (+$129M)

17% more funds holding

Funds holding: 125146 (+21)

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

1.11% more ownership

Funds ownership: 69.45%70.55% (+1.1%)

Holders
146
Holders Change
+21
Holders Change %
+16.8%
% of All Funds
2.3%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
31
Increased
75
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCG
26
Opus Capital Group
Ohio
$6.37M +$6.59M +107,370 New
EWA
27
EP Wealth Advisors
California
$6.15M -$404K -6,579 -6%
PL
28
Plancorp LLC
Missouri
$6.04M
BEW
29
Burton Enright Welch
California
$5.91M +$6.12M +99,775 New
BHWM
30
Beaird Harris Wealth Management
Texas
$5.81M +$4.46M +72,720 +287%
RW
31
RVW Wealth
California
$5.51M -$1.05M -17,170 -16%
HIGP
32
Hill Investment Group Partners
Missouri
$5.47M +$3.68M +59,929 +186%
DAS
33
Dynamic Advisor Solutions
Arizona
$4.55M +$2.15K +35 +0%
CA
34
CGN Advisors
Kansas
$4.49M +$1.03M +16,819 +29%
KCPG
35
Kavar Capital Partners Group
Kansas
$4.48M +$2.9M +47,187 +166%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$4.15M +$1.13M +18,369 +36%
SHFA
37
SC&H Financial Advisors
Maryland
$4.11M +$1.09M +17,686 +34%
CPP
38
Capasso Planning Partners
South Carolina
$3.95M +$541K +8,820 +15%
AF
39
Advisornet Financial
Minnesota
$3.93M +$393K +6,409 +11%
SWM
40
Soundmark Wealth Management
Washington
$3.46M +$213K +3,470 +6%
AR
41
Apeiron RIA
Texas
$3.35M -$11.8K -193 -0.3%
SRC
42
Sage Rhino Capital
California
$3.35M +$341K +5,556 +11%
OMC
43
Old Mission Capital
Illinois
$3.28M +$3.4M +55,400 New
PP
44
Prosperity Planning
Missouri
$3.21M
VWA
45
V Wealth Advisors
Kansas
$3.07M +$389K +6,348 +14%
SCM
46
SOL Capital Management
Maryland
$3.05M +$1.05M +17,175 +50%
JMPWA
47
JP Morgan Private Wealth Advisors
California
$2.99M +$3.1M +50,498 New
SHWM
48
Silicon Hills Wealth Management
Texas
$2.98M +$494K +8,054 +19%
AF
49
Allworth Financial
California
$2.95M +$32K +522 +1%
NWM
50
Northwest Wealth Management
Iowa
$2.87M +$683K +11,137 +30%

AVEM Hedge Fund Activity: Q1 2022 in Review

146 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q1 2022, worth a combined $813M — up 19% from $684M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AVEM positions and 8 closed out — a net gain of 23 holders — while 75 added to existing stakes and 27 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $23.7M. The largest seller was Websterrogers Financial Advisors, cutting an estimated $8.73M.

  • 146 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q1 2022, up from 125 in Q4 2021.
  • Funds reported $813M of Avantis Emerging Markets Equity ETF stock for Q1 2022, up 19% quarter-over-quarter.
  • 31 funds opened new Avantis Emerging Markets Equity ETF positions in Q1 2022 and 8 closed out, a net change of +23 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q1 2022 was Jane Street, an estimated $23.7M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q1 2022 was Websterrogers Financial Advisors, an estimated $8.73M sold.

Based on aggregated 13F filings for Q1 2022.