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Avantis Emerging Markets Equity ETF

273 hedge funds and large institutions have $3B invested in Avantis Emerging Markets Equity ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 150 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 62

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

30% more capital invested

Capital invested by funds: $2.31B → $3B (+$688M)

9% more funds holding in top 10

Funds holding in top 10: 3538 (+3)

6.62% more ownership

Funds ownership: 82.05%88.67% (+6.6%)

4% more funds holding

Funds holding: 263273 (+10)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $16K

Holders
273
Holders Change
+10
Holders Change %
+3.8%
% of All Funds
4.29%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.6%
New
29
Increased
150
Reduced
62
Closed
16
Calls
Puts
$16K
Net Calls
-$16K
Net Calls Change
+$402K
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
26
Rockwood Wealth Management
Pennsylvania
$21.9M +$3.8M +71,495 +21%
HIP
27
HUB Investment Partners
Texas
$20.4M +$20.2M +379,699 New
UBS Group
28
UBS Group
Switzerland
$18.3M +$15.1M +283,125 +493%
VCM
29
Versant Capital Management
Arizona
$18.3M +$353K +6,638 +2%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$18.1M -$2.06M -38,799 -10%
JFA
31
JNBA Financial Advisors
Minnesota
$17.7M +$1.17M +22,050 +7%
GVAG
32
Great Valley Advisor Group
Delaware
$17.7M +$16.8M +315,339 +2,476%
CCM
33
Carlson Capital Management
Minnesota
$17.5M +$685K +12,871 +4%
AP
34
Atwood & Palmer
Missouri
$16.9M +$2.36M +44,303 +16%
RDFA
35
Ritter Daniher Financial Advisory
Ohio
$16.6M +$705K +13,255 +4%
HPA
36
High Probability Advisors
New York
$16.3M +$800K +15,034 +5%
PP
37
PrairieView Partners
Minnesota
$16.3M +$734K +13,800 +5%
GSWM
38
Greenup Street Wealth Management
Michigan
$16M +$10.3M +193,095 +186%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$15.9M +$4M +75,257 +34%
TWA
40
TCI Wealth Advisors
Arizona
$15.9M -$167K -3,134 -1%
QFA
41
Quantum Financial Advisors
California
$13.1M +$414K +7,789 +3%
WI
42
WJ Interests
Texas
$13.1M -$143K -2,690 -1%
CA
43
CGN Advisors
Kansas
$12.9M +$1.82M +34,290 +17%
CWP
44
Concord Wealth Partners
Virginia
$12.8M +$3.97M +74,686 +46%
Bank of America
45
Bank of America
North Carolina
$12.6M +$2.17M +40,783 +21%
BSW
46
Buckingham Strategic Wealth
Missouri
$12.3M +$5.05M +95,041 +71%
WA
47
Waverly Advisors
Alabama
$12M -$248K -4,660 -2%
VWM
48
Venturi Wealth Management
Texas
$11.7M +$4.45M +83,584 +62%
DWP
49
Destiny Wealth Partners
Florida
$11.5M +$11.1M +209,507 New
WCA
50
Waypoint Capital Advisors
Minnesota
$11.3M +$1.49M +28,098 +15%

AVEM Hedge Fund Activity: Q2 2023 in Review

273 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q2 2023, worth a combined $3B — up 30% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AVEM positions and 16 closed out — a net gain of 13 holders — while 150 added to existing stakes and 62 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $187M. The largest seller was Old Mission Capital, exiting entirely with an estimated $12.8M sold.

  • 273 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q2 2023, up from 263 in Q1 2023.
  • Funds reported $3B of Avantis Emerging Markets Equity ETF stock for Q2 2023, up 30% quarter-over-quarter.
  • 29 funds opened new Avantis Emerging Markets Equity ETF positions in Q2 2023 and 16 closed out, a net change of +13 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $187M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q2 2023 was Old Mission Capital, an estimated $12.8M sold.

Based on aggregated 13F filings for Q2 2023.