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Avantis Emerging Markets Equity ETF

223 hedge funds and large institutions have $2.03B invested in Avantis Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 108 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

346% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 13

145% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 44

117% more capital invested

Capital invested by funds: $935M → $2.03B (+$1.1B)

84% more funds holding in top 10

Funds holding in top 10: 1935 (+16)

21% more funds holding

Funds holding: 185223 (+38)

9.78% more ownership

Funds ownership: 75.27%85.05% (+9.8%)

61% less call options, than puts

Call options by funds: $30K | Put options by funds: $76K

Holders
223
Holders Change
+38
Holders Change %
+20.54%
% of All Funds
3.58%
Holding in Top 10
35
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+84.21%
% of All Funds
0.56%
New
58
Increased
108
Reduced
44
Closed
13
Calls
$30K
Puts
$76K
Net Calls
-$46K
Net Calls Change
-$46K
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
26
TCI Wealth Advisors
Arizona
$15.2M +$8.96M +183,166 +154%
WIM
27
WealthPlan Investment Management
Nebraska
$14.9M +$83.3K +1,703 +0.6%
WP
28
WealthPLAN Partners
Nebraska
$14.9M +$13.5M +276,783 New
JFA
29
JNBA Financial Advisors
Minnesota
$14.3M +$1.95M +39,967 +16%
PP
30
PrairieView Partners
Minnesota
$13.9M +$2.03M +41,464 +18%
RDFA
31
Ritter Daniher Financial Advisory
Ohio
$13.4M +$12.7M +259,769 +4,916%
AP
32
Atwood & Palmer
Missouri
$13.3M +$12.9M +264,595 New
HPA
33
High Probability Advisors
New York
$12.9M +$4.26M +87,174 +52%
RWM
34
Rockwood Wealth Management
Pennsylvania
$12.9M +$1.75M +35,793 +16%
QFA
35
Quantum Financial Advisors
California
$12M +$731K +14,944 +7%
WA
36
Waverly Advisors
Alabama
$11.8M +$1.59M +32,508 +16%
FFM
37
Flagstone Financial Management
Nebraska
$11.6M +$11.2M +229,452 New
WI
38
WJ Interests
Texas
$11.1M -$30.1K -616 -0.3%
PL
39
Plancorp LLC
Missouri
$10.8M +$2.55M +52,096 +32%
CA
40
CGN Advisors
Kansas
$9.61M +$4.2M +85,811 +82%
WCA
41
Waypoint Capital Advisors
Minnesota
$9.34M -$1.31M -26,712 -13%
MWM
42
Merriman Wealth Management
Washington
$9.32M +$5.03M +102,819 +126%
WFA
43
Websterrogers Financial Advisors
South Carolina
$9.05M +$361K +7,383 +4%
EFL
44
ERn Financial LLC
Wisconsin
$8.86M +$6.13M +125,306 +249%
HIGP
45
Hill Investment Group Partners
Missouri
$8.74M +$3.81M +77,950 +82%
WRPWM
46
Werba Rubin Papier Wealth Management
California
$8.34M +$8.08M +165,273 New
CWP
47
Concord Wealth Partners
Virginia
$7.9M -$1.39M -28,486 -15%
CPA
48
Cardiff Park Advisors
California
$7.7M +$6.55M +133,905 +715%
HFA
49
Highland Financial Advisors
New Jersey
$7.61M -$48.5K -992 -0.7%
TWP
50
Total Wealth Planning
Ohio
$7.6M +$3.8M +77,796 +107%

AVEM Hedge Fund Activity: Q4 2022 in Review

223 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q4 2022, worth a combined $2.03B — up 117% from $935M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new AVEM positions and 13 closed out — a net gain of 45 holders — while 108 added to existing stakes and 44 trimmed.

The largest buyer was Savant Capital, adding an estimated $435M. The largest seller was Larson Financial Group, cutting an estimated $4.43M.

  • 223 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q4 2022, up from 185 in Q3 2022.
  • Funds reported $2.03B of Avantis Emerging Markets Equity ETF stock for Q4 2022, up 117% quarter-over-quarter.
  • 58 funds opened new Avantis Emerging Markets Equity ETF positions in Q4 2022 and 13 closed out, a net change of +45 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q4 2022 was Savant Capital, an estimated $435M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q4 2022 was Larson Financial Group, an estimated $4.43M sold.

Based on aggregated 13F filings for Q4 2022.