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Avantis Emerging Markets Equity ETF

174 hedge funds and large institutions have $878M invested in Avantis Emerging Markets Equity ETF in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 13

131% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 35

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

19% more funds holding

Funds holding: 146174 (+28)

8% more capital invested

Capital invested by funds: $813M → $878M (+$64.5M)

2.84% more ownership

Funds ownership: 70.55%73.39% (+2.8%)

Holders
174
Holders Change
+28
Holders Change %
+19.18%
% of All Funds
2.93%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.3%
New
44
Increased
81
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PL
26
Plancorp LLC
Missouri
$8.56M +$3.48M +62,765 +62%
CWP
27
Concord Wealth Partners
Virginia
$8.48M +$8.81M +159,109 +4,052%
AC
28
Avestar Capital
New York
$8.37M +$428K +7,726 +5%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$8.19M +$8.65M +156,185 +12,070%
HPA
30
High Probability Advisors
New York
$7.62M +$1.25M +22,531 +18%
OCG
31
Opus Capital Group
Ohio
$7.11M +$1.62M +29,186 +27%
HFA
32
Highland Financial Advisors
New Jersey
$7.02M +$7.47M +134,935 New
WI
33
WJ Interests
Texas
$6.93M +$7.38M +133,277 New
GSWM
34
Greenup Street Wealth Management
Michigan
$6.84M +$5.74M +103,652 +372%
AC
35
AWM Capital
Arizona
$6.58M +$6.01M +108,552 +607%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$6.5M +$6.06M +109,402 +704%
TWA
37
TCI Wealth Advisors
Arizona
$6.45M +$4.3M +77,588 +167%
HNWA
38
Henrickson Nauta Wealth Advisors
Michigan
$5.69M -$168K -3,030 -3%
KCPG
39
Kavar Capital Partners Group
Kansas
$4.84M +$970K +17,510 +23%
WP
40
WMS Partners
Maryland
$4.75M +$5.06M +91,357 New
EWA
41
EP Wealth Advisors
California
$4.58M -$872K -15,735 -15%
SHFA
42
SC&H Financial Advisors
Maryland
$4.56M +$1.02M +18,384 +27%
DAS
43
Dynamic Advisor Solutions
Arizona
$4.18M +$200K +3,617 +5%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$4.15M +$2.61M +47,113 +144%
CFO
45
Collective Family Office
Pennsylvania
$4.06M +$3.34M +60,314 +340%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$3.95M +$319K +5,766 +8%
CAMV
47
Concord Asset Management (Virginia)
Virginia
$3.93M +$4.19M +75,616 New
CPP
48
Capasso Planning Partners
South Carolina
$3.66M +$203K +3,663 +6%
CA
49
CGN Advisors
Kansas
$3.62M -$341K -6,150 -8%
RWM
50
Rockwood Wealth Management
Pennsylvania
$3.6M +$3.21M +58,005 +517%

AVEM Hedge Fund Activity: Q2 2022 in Review

174 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q2 2022, worth a combined $878M — up 7.9% from $813M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVEM positions and 13 closed out — a net gain of 31 holders — while 81 added to existing stakes and 35 trimmed.

The largest buyer was Annex Advisory Services, opening a new position worth an estimated $38.5M. The largest seller was Jane Street, exiting entirely with an estimated $22.9M sold.

  • 174 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q2 2022, up from 146 in Q1 2022.
  • Funds reported $878M of Avantis Emerging Markets Equity ETF stock for Q2 2022, up 7.9% quarter-over-quarter.
  • 44 funds opened new Avantis Emerging Markets Equity ETF positions in Q2 2022 and 13 closed out, a net change of +31 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q2 2022 was Annex Advisory Services, an estimated $38.5M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q2 2022 was Jane Street, an estimated $22.9M sold.

Based on aggregated 13F filings for Q2 2022.