We are live on ! Find out more
AVEM icon

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
WI
51
WJ Interests
Texas
$12.6M +$162K +2,986 +1%
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$12.5M +$4.01M +73,882 +45%
SA
53
Stewardship Advisors
Pennsylvania
$11.7M +$12.1M +221,968 New
VWM
54
Venturi Wealth Management
Texas
$11.5M +$10.6K +195 +0.1%
WA
55
Waverly Advisors
Alabama
$11.5M -$312K -5,745 -3%
WPA
56
West Paces Advisors
Georgia
$11.1M +$480K +8,836 +4%
FTUS
57
Flow Traders U.S.
New York
$11.1M +$11.4M +209,719 New
PL
58
Plancorp LLC
Missouri
$10.8M +$17.3K +319 +0.2%
DWP
59
Destiny Wealth Partners
Florida
$10.8M -$296K -5,451 -3%
CAMV
60
Concord Asset Management (Virginia)
Virginia
$10.7M +$831K +15,287 +8%
WFA
61
Websterrogers Financial Advisors
South Carolina
$10.4M +$176K +3,247 +2%
SHFA
62
SC&H Financial Advisors
Maryland
$10.1M +$572K +10,530 +6%
FFM
63
Flagstone Financial Management
Nebraska
$9.79M -$471K -8,666 -4%
AA
64
Aire Advisors
California
$9.27M +$916K +16,855 +11%
OIA
65
OneDigital Investment Advisors
Kansas
$9.23M +$1.09M +20,040 +13%
PAS
66
Park Avenue Securities
New York
$9.12M +$2.01M +37,077 +27%
HIGP
67
Hill Investment Group Partners
Missouri
$9.02M -$40.5K -746 -0.4%
EFL
68
ERn Financial LLC
Wisconsin
$8.89M -$694K -12,765 -7%
OCG
69
Opus Capital Group
Ohio
$8.58M +$189K +3,473 +2%
FIA
70
Foundations Investment Advisors
Arizona
$8.48M +$980K +18,034 +13%
CPA
71
Cardiff Park Advisors
California
$8.45M +$194K +3,568 +2%
WRPWM
72
Werba Rubin Papier Wealth Management
California
$8.44M -$353K -6,493 -4%
HFA
73
Highland Financial Advisors
New Jersey
$8.33M +$182K +3,350 +2%
PLFA
74
Pacific Life Fund Advisors
California
$7.94M -$273K -5,016 -3%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$7.78M +$8M +147,323 New

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.