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Avantis Emerging Markets Equity ETF

293 hedge funds and large institutions have $3.48B invested in Avantis Emerging Markets Equity ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 165 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

162% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 63

21% more funds holding in top 10

Funds holding in top 10: 3846 (+8)

16% more capital invested

Capital invested by funds: $3B → $3.48B (+$483M)

7% more funds holding

Funds holding: 273293 (+20)

4.07% more ownership

Funds ownership: 88.67%92.74% (+4.1%)

Holders
293
Holders Change
+20
Holders Change %
+7.33%
% of All Funds
4.65%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.73%
New
32
Increased
165
Reduced
63
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWP
26
Waypoint Wealth Partners
California
$22.4M +$558K +10,264 +2%
HIP
27
HUB Investment Partners
Texas
$21.7M +$1.74M +31,979 +8%
GVAG
28
Great Valley Advisor Group
Delaware
$20.1M +$2.91M +53,617 +16%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$19.7M +$4.22M +77,586 +26%
UBS Group
30
UBS Group
Switzerland
$19.3M +$1.32M +24,295 +7%
GSWM
31
Greenup Street Wealth Management
Michigan
$18.5M +$2.9M +53,389 +18%
VCM
32
Versant Capital Management
Arizona
$18.2M +$331K +6,098 +2%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$18M +$269K +4,959 +1%
JFA
34
JNBA Financial Advisors
Minnesota
$17.7M +$312K +5,747 +2%
Wells Fargo
35
Wells Fargo
California
$17.5M +$10.4M +191,767 +137%
CCM
36
Carlson Capital Management
Minnesota
$17.5M +$356K +6,549 +2%
RDFA
37
Ritter Daniher Financial Advisory
Ohio
$16.9M +$623K +11,459 +4%
HPA
38
High Probability Advisors
New York
$16.5M +$523K +9,624 +3%
PP
39
PrairieView Partners
Minnesota
$16.5M +$550K +10,125 +3%
Osaic Holdings
40
Osaic Holdings
Arizona
$15.7M +$11.4M +208,986 +235%
TWA
41
TCI Wealth Advisors
Arizona
$15.6M +$22.5K +414 +0.1%
MBFW
42
Morton Brown Family Wealth
Pennsylvania
$14.9M +$7.8M +143,630 +104%
WCA
43
Waypoint Capital Advisors
Minnesota
$13.7M +$2.74M +50,444 +24%
BSW
44
Buckingham Strategic Wealth
Missouri
$13.6M +$1.56M +28,734 +13%
CA
45
CGN Advisors
Kansas
$13.5M +$873K +16,074 +7%
Bank of America
46
Bank of America
North Carolina
$13.5M +$1.13M +20,732 +9%
TFO
47
Tarbox Family Office
California
$13.4M +$9.98M +183,603 +263%
CWP
48
Concord Wealth Partners
Virginia
$12.9M +$396K +7,281 +3%
QFA
49
Quantum Financial Advisors
California
$12.8M -$4.95K -91 -0%
CFS
50
Cannon Financial Strategists
Georgia
$12.6M +$5.84M +107,453 +82%

AVEM Hedge Fund Activity: Q3 2023 in Review

293 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q3 2023, worth a combined $3.48B — up 16% from $3B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AVEM positions and 10 closed out — a net gain of 22 holders — while 165 added to existing stakes and 63 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $121M. The largest seller was Aprio Wealth Management, cutting an estimated $27.9M.

  • 293 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q3 2023, up from 273 in Q2 2023.
  • Funds reported $3.48B of Avantis Emerging Markets Equity ETF stock for Q3 2023, up 16% quarter-over-quarter.
  • 32 funds opened new Avantis Emerging Markets Equity ETF positions in Q3 2023 and 10 closed out, a net change of +22 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $121M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q3 2023 was Aprio Wealth Management, an estimated $27.9M sold.

Based on aggregated 13F filings for Q3 2023.