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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
PL
51
Plancorp LLC
Missouri
$11M -$43.2K -812 -0.4%
WPA
52
West Paces Advisors
Georgia
$10.9M +$10.8M +202,239 New
WFA
53
Websterrogers Financial Advisors
South Carolina
$10.5M +$415K +7,809 +4%
FFM
54
Flagstone Financial Management
Nebraska
$10.4M -$2.34M -44,032 -18%
CAMV
55
Concord Asset Management (Virginia)
Virginia
$10.1M +$1.56M +29,355 +19%
MWM
56
Merriman Wealth Management
Washington
$9.86M -$53.9K -1,013 -0.6%
EFL
57
ERn Financial LLC
Wisconsin
$9.74M +$108K +2,029 +1%
SHFA
58
SC&H Financial Advisors
Maryland
$9.72M +$808K +15,191 +9%
HIGP
59
Hill Investment Group Partners
Missouri
$9.24M -$70.6K -1,327 -0.8%
WRPWM
60
Werba Rubin Papier Wealth Management
California
$8.95M +$222K +4,172 +3%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$8.76M +$8.66M +162,839 New
AA
62
Aire Advisors
California
$8.58M +$484K +9,108 +6%
OCG
63
Opus Capital Group
Ohio
$8.56M +$309K +5,817 +4%
CPA
64
Cardiff Park Advisors
California
$8.42M +$56.3K +1,059 +0.7%
PLFA
65
Pacific Life Fund Advisors
California
$8.36M -$177K -3,330 -2%
OIA
66
OneDigital Investment Advisors
Kansas
$8.33M +$1.34M +25,168 +19%
HFA
67
Highland Financial Advisors
New Jersey
$8.31M +$63.1K +1,186 +0.8%
TWP
68
Total Wealth Planning
Ohio
$7.91M -$47.5K -893 -0.6%
FIA
69
Foundations Investment Advisors
Arizona
$7.67M +$1.35M +25,465 +22%
Wells Fargo
70
Wells Fargo
California
$7.52M +$3.17M +59,570 +74%
MBFW
71
Morton Brown Family Wealth
Pennsylvania
$7.46M +$5.71M +107,398 +344%
PAS
72
Park Avenue Securities
New York
$7.3M +$1.36M +25,519 +23%
GWM
73
Grand Wealth Management
Michigan
$7.2M +$325K +6,106 +5%
BEW
74
Burton Enright Welch
California
$7.12M +$39.5K +743 +0.6%
KCPG
75
Kavar Capital Partners Group
Kansas
$7.06M -$38.9K -732 -0.6%

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.