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Avantis Emerging Markets Equity ETF

384 hedge funds and large institutions have $4.47B invested in Avantis Emerging Markets Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 193 increasing their positions, 106 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 19

82% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 106

7% more funds holding

Funds holding: 360384 (+24)

2% more funds holding in top 10

Funds holding in top 10: 5455 (+1)

3% less capital invested

Capital invested by funds: $4.6B → $4.47B (-$124M)

10.98% less ownership

Funds ownership: 98.85%87.87% (-11%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $603K

Holders
384
Holders Change
+24
Holders Change %
+6.67%
% of All Funds
5.53%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
0.79%
New
47
Increased
193
Reduced
106
Closed
19
Calls
Puts
$603K
Net Calls
-$603K
Net Calls Change
-$536K
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
26
Tarbox Family Office
California
$30.5M +$2.46M +43,771 +9%
GSWM
27
Greenup Street Wealth Management
Michigan
$28.6M +$5.25M +93,463 +23%
HIP
28
HUB Investment Partners
Texas
$27.7M +$1.02M +18,181 +4%
GVAG
29
Great Valley Advisor Group
Delaware
$27.3M +$3.19M +56,672 +14%
WA
30
Waddell & Associates
Tennessee
$27.1M +$745K +13,247 +3%
WWP
31
Waypoint Wealth Partners
California
$26M +$396K +7,037 +2%
WPA
32
West Paces Advisors
Georgia
$24.4M +$1.36M +24,241 +6%
RWM
33
Rockwood Wealth Management
Pennsylvania
$24.3M -$1.01M -18,000 -4%
SP
34
Symmetry Partners
Connecticut
$24.1M -$2.24M -39,859 -9%
JP Morgan Chase
35
JP Morgan Chase
New York
$23.7M -$647K -11,516 -3%
TI
36
Truepoint Inc
Ohio
$23.7M -$3.86M -68,647 -14%
Bank of America
37
Bank of America
North Carolina
$23.5M +$5.81M +103,431 +34%
AFA
38
Arlington Financial Advisors
California
$23.4M +$22.7M +404,141 New
Corient Private Wealth
39
Corient Private Wealth
Florida
$21.7M -$26M -462,474 -55%
CCWM
40
Correct Capital Wealth Management
Missouri
$21.6M +$52.7K +937 +0.3%
MBFW
41
Morton Brown Family Wealth
Pennsylvania
$20.7M +$1.95M +34,658 +11%
VCM
42
Versant Capital Management
Arizona
$20.4M -$58.3K -1,037 -0.3%
RDFA
43
Ritter Daniher Financial Advisory
Ohio
$20.2M +$809K +14,390 +4%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$19.8M -$3.68M -65,484 -16%
BCI
45
Brinker Capital Investments
Pennsylvania
$19.4M +$18.2M +322,921 +2,600%
OPS
46
Orion Portfolio Solutions
Nebraska
$19.4M +$18.2M +322,921 +2,600%
PP
47
PrairieView Partners
Minnesota
$18.9M +$572K +10,167 +3%
HPA
48
High Probability Advisors
New York
$18.8M +$768K +13,661 +4%
AWM
49
Apollon Wealth Management
South Carolina
$18.7M +$4.74M +84,244 +35%
CFS
50
Cannon Financial Strategists
Georgia
$18.4M +$1.72M +30,601 +11%

AVEM Hedge Fund Activity: Q1 2024 in Review

384 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q1 2024, worth a combined $4.47B — down 2.7% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AVEM positions and 19 closed out — a net gain of 28 holders — while 193 added to existing stakes and 106 trimmed.

The largest buyer was Savant Capital, adding an estimated $51.6M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $342M sold.

  • 384 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q1 2024, up from 360 in Q4 2023.
  • Funds reported $4.47B of Avantis Emerging Markets Equity ETF stock for Q1 2024, down 2.7% quarter-over-quarter.
  • 47 funds opened new Avantis Emerging Markets Equity ETF positions in Q1 2024 and 19 closed out, a net change of +28 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q1 2024 was Savant Capital, an estimated $51.6M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q1 2024 was Mercer Global Advisors, an estimated $342M sold.

Based on aggregated 13F filings for Q1 2024.