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Avantis Emerging Markets Equity ETF

185 hedge funds and large institutions have $935M invested in Avantis Emerging Markets Equity ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

84% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 51

7% more capital invested

Capital invested by funds: $878M → $935M (+$57.7M)

6% more funds holding

Funds holding: 174185 (+11)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

1.88% more ownership

Funds ownership: 73.39%75.27% (+1.9%)

Holders
185
Holders Change
+11
Holders Change %
+6.32%
% of All Funds
3.19%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.33%
New
22
Increased
94
Reduced
51
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCA
26
Waypoint Capital Advisors
Minnesota
$9.73M +$1.82M +35,707 +20%
Morgan Stanley
27
Morgan Stanley
New York
$9.31M +$1.04M +20,440 +11%
WA
28
Waverly Advisors
Alabama
$9.23M -$202K -3,971 -2%
CWP
29
Concord Wealth Partners
Virginia
$8.5M +$1.12M +22,090 +14%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$8.02M +$868K +17,051 +11%
WFA
31
Websterrogers Financial Advisors
South Carolina
$7.9M +$301K +5,917 +4%
HPA
32
High Probability Advisors
New York
$7.77M +$1.15M +22,655 +15%
CL
33
CPWM LLC
Washington
$7.69M +$80.1K +1,573 +0.9%
PL
34
Plancorp LLC
Missouri
$7.48M -$93K -1,826 -1%
OMC
35
Old Mission Capital
Illinois
$7.12M -$1.6M -31,404 -17%
HFA
36
Highland Financial Advisors
New Jersey
$6.97M +$857K +16,838 +12%
BEW
37
Burton Enright Welch
California
$6.48M +$5.89M +115,797 +458%
SHFA
38
SC&H Financial Advisors
Maryland
$5.96M +$2.14M +42,058 +48%
OCG
39
Opus Capital Group
Ohio
$5.93M -$374K -7,343 -5%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$5.89M +$2.67M +52,494 +69%
GSWM
41
Greenup Street Wealth Management
Michigan
$5.87M -$188K -3,693 -3%
TWA
42
TCI Wealth Advisors
Arizona
$5.45M -$275K -5,394 -4%
HNWA
43
Henrickson Nauta Wealth Advisors
Michigan
$5.18M +$173K +3,399 +3%
CA
44
CGN Advisors
Kansas
$4.81M +$1.79M +35,084 +50%
AC
45
AWM Capital
Arizona
$4.77M -$1.59M -31,196 -25%
KCPG
46
Kavar Capital Partners Group
Kansas
$4.5M +$252K +4,953 +5%
HIGP
47
Hill Investment Group Partners
Missouri
$4.38M +$3.9M +76,533 +408%
BSW
48
Buckingham Strategic Wealth
Missouri
$4.13M +$1.47M +28,790 +47%
CAMV
49
Concord Asset Management (Virginia)
Virginia
$4.12M +$713K +14,005 +19%
DAS
50
Dynamic Advisor Solutions
Arizona
$4.11M +$459K +9,020 +11%

AVEM Hedge Fund Activity: Q3 2022 in Review

185 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q3 2022, worth a combined $935M — up 6.6% from $878M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AVEM positions and 10 closed out — a net gain of 12 holders — while 94 added to existing stakes and 51 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $18.7M. The largest seller was Wipfli Financial Advisors, cutting an estimated $8.29M.

  • 185 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q3 2022, up from 174 in Q2 2022.
  • Funds reported $935M of Avantis Emerging Markets Equity ETF stock for Q3 2022, up 6.6% quarter-over-quarter.
  • 22 funds opened new Avantis Emerging Markets Equity ETF positions in Q3 2022 and 10 closed out, a net change of +12 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q3 2022 was HighTower Advisors, an estimated $18.7M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q3 2022 was Wipfli Financial Advisors, an estimated $8.29M sold.

Based on aggregated 13F filings for Q3 2022.