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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
EWA
51
EP Wealth Advisors
California
$3.98M -$71.7K -1,409 -2%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$3.95M +$314K +6,162 +8%
MWM
53
Merriman Wealth Management
Washington
$3.76M +$3.88M +76,299 +1,358%
GWM
54
Grand Wealth Management
Michigan
$3.59M +$1.14M +22,335 +40%
TWP
55
Total Wealth Planning
Ohio
$3.34M +$3.31M +64,964 +827%
PP
56
Prosperity Planning
Missouri
$3.3M +$1.32M +25,917 +56%
AF
57
Advisornet Financial
Minnesota
$3.24M +$78.2K +1,537 +2%
CPP
58
Capasso Planning Partners
South Carolina
$3.21M -$24.2K -476 -0.7%
VWA
59
V Wealth Advisors
Kansas
$3.13M +$408K +8,022 +13%
LW
60
Libra Wealth
California
$3.12M +$2.47M +48,431 +249%
CPIG
61
Chicago Partners Investment Group
Illinois
$2.96M +$1.51M +29,644 +93%
NWM
62
Northwest Wealth Management
Iowa
$2.94M +$352K +6,917 +12%
SCM
63
SOL Capital Management
Maryland
$2.92M +$186K +3,658 +6%
PAG
64
Private Advisor Group
New Jersey
$2.84M +$1.47M +28,810 +87%
SDWIA
65
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.83M +$356K +6,994 +13%
PCM
66
Passive Capital Management
Maryland
$2.8M +$304K +5,977 +11%
FWM
67
Fortress Wealth Management
California
$2.8M +$241K +4,726 +8%
CFO
68
Collective Family Office
Pennsylvania
$2.79M -$885K -17,387 -22%
Citadel Advisors
69
Citadel Advisors
Florida
$2.75M +$1.09M +21,417 +56%
SHWM
70
Silicon Hills Wealth Management
Texas
$2.59M -$64.3K -1,264 -2%
AR
71
Apeiron RIA
Texas
$2.56M
WW
72
Waterfront Wealth
Kansas
$2.33M +$32.3K +634 +1%
EFL
73
ERn Financial LLC
Wisconsin
$2.31M +$352K +6,915 +16%
H6H
74
Hightower 6M Holding
Kansas
$2.2M +$57.4K +1,127 +2%
GPWA
75
Great Point Wealth Advisors
Massachusetts
$2.15M -$799K -15,699 -25%

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.