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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
OCG
51
Opus Capital Group
Ohio
$7.5M +$954K +19,507 +15%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$7.46M +$956K +19,557 +15%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$7.13M +$5.15M +105,249 +291%
PLFA
54
Pacific Life Fund Advisors
California
$7.13M +$6.91M +141,362 New
SHFA
55
SC&H Financial Advisors
Maryland
$7.04M +$475K +9,715 +7%
KCPG
56
Kavar Capital Partners Group
Kansas
$6.96M +$1.95M +39,834 +41%
BSW
57
Buckingham Strategic Wealth
Missouri
$6.75M +$2.15M +44,026 +49%
GSWM
58
Greenup Street Wealth Management
Michigan
$6.53M +$75.7K +1,547 +1%
VWM
59
Venturi Wealth Management
Texas
$6.2M +$6.01M +122,954 New
BEW
60
Burton Enright Welch
California
$6.13M -$956K -19,555 -14%
HNWA
61
Henrickson Nauta Wealth Advisors
Michigan
$6.04M +$340K +6,949 +6%
GWM
62
Grand Wealth Management
Michigan
$5.83M +$1.83M +37,398 +48%
BA
63
Bridgewater Advisors
New York
$5.65M +$5.48M +112,003 New
PCM
64
Passive Capital Management
Maryland
$5.63M +$2.48M +50,634 +83%
NWM
65
Northwest Wealth Management
Iowa
$5.62M +$2.32M +47,417 +74%
OMC
66
Old Mission Capital
Illinois
$5.29M -$2.45M -50,108 -32%
DAS
67
Dynamic Advisor Solutions
Arizona
$5.21M +$679K +13,889 +16%
MAM
68
McLean Asset Management
Virginia
$5.17M +$3.87M +79,082 +337%
CAMV
69
Concord Asset Management (Virginia)
Virginia
$5.09M +$549K +11,223 +13%
AC
70
AWM Capital
Arizona
$4.81M +$1.32K +27 +0%
TH
71
Team Hewins
California
$4.61M +$4.47M +91,340 New
KLI
72
Kelman-Lazarov Inc
Tennessee
$4.53M +$4.39M +89,836 New
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$4.44M +$99.4K +2,032 +2%
RLIM
74
Red Lighthouse Investment Management
New York
$4.29M +$4.16M +85,047 New
CPIG
75
Chicago Partners Investment Group
Illinois
$4.26M +$847K +17,329 +28%

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.