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Avantis Emerging Markets Equity ETF

360 hedge funds and large institutions have $4.6B invested in Avantis Emerging Markets Equity ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 175 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

514% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 14

130% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 76

32% more capital invested

Capital invested by funds: $3.48B → $4.6B (+$1.12B)

23% more funds holding

Funds holding: 293360 (+67)

17% more funds holding in top 10

Funds holding in top 10: 4654 (+8)

6.11% more ownership

Funds ownership: 92.74%98.85% (+6.1%)

92% less call options, than puts

Call options by funds: $6K | Put options by funds: $73K

Holders
360
Holders Change
+67
Holders Change %
+22.87%
% of All Funds
5.25%
Holding in Top 10
54
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.39%
% of All Funds
0.79%
New
86
Increased
175
Reduced
76
Closed
14
Calls
$6K
Puts
$73K
Net Calls
-$67K
Net Calls Change
-$67K
Name Holding Trade Value Shares
Change
Change in
Stake
HPA
51
High Probability Advisors
New York
$17.5M -$86K -1,598 -0.5%
BSW
52
Buckingham Strategic Wealth
Missouri
$17.5M +$2.8M +51,984 +20%
TWA
53
TCI Wealth Advisors
Arizona
$17.3M +$612K +11,382 +4%
Bank of America
54
Bank of America
North Carolina
$17M +$2.52M +46,917 +18%
CFS
55
Cannon Financial Strategists
Georgia
$16.2M +$2.59M +48,055 +20%
QFA
56
Quantum Financial Advisors
California
$15.7M +$1.95M +36,298 +15%
KCPG
57
Kavar Capital Partners Group
Kansas
$15M +$7.22M +134,153 +102%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$14.5M +$1.13M +20,986 +9%
WI
59
WJ Interests
Texas
$14.2M +$691K +12,848 +5%
WCA
60
Waypoint Capital Advisors
Minnesota
$14.1M -$522K -9,696 -4%
CA
61
CGN Advisors
Kansas
$13.6M -$744K -13,826 -5%
AWM
62
Apollon Wealth Management
South Carolina
$13.4M +$12.8M +238,063 New
CWP
63
Concord Wealth Partners
Virginia
$12.6M -$1.16M -21,568 -9%
SA
64
Stewardship Advisors
Pennsylvania
$12.5M -$33.9K -631 -0.3%
SHFA
65
SC&H Financial Advisors
Maryland
$12.4M +$1.52M +28,344 +15%
VWM
66
Venturi Wealth Management
Texas
$12.3M +$37K +688 +0.3%
PL
67
Plancorp LLC
Missouri
$12.2M +$609K +11,323 +6%
WA
68
Waverly Advisors
Alabama
$11.6M -$584K -10,861 -5%
CAMV
69
Concord Asset Management (Virginia)
Virginia
$11.2M -$184K -3,417 -2%
WFA
70
Websterrogers Financial Advisors
South Carolina
$10.8M -$338K -6,290 -3%
PAS
71
Park Avenue Securities
New York
$10.7M +$880K +16,363 +9%
DWP
72
Destiny Wealth Partners
Florida
$10.4M -$792K -14,716 -7%
HIGP
73
Hill Investment Group Partners
Missouri
$10.4M +$767K +14,258 +8%
OIA
74
OneDigital Investment Advisors
Kansas
$10.4M +$528K +9,820 +6%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$10.1M +$2.66M +49,489 +38%

AVEM Hedge Fund Activity: Q4 2023 in Review

360 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q4 2023, worth a combined $4.6B — up 32% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new AVEM positions and 14 closed out — a net gain of 72 holders — while 175 added to existing stakes and 76 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $140M. The largest seller was Creative Planning, cutting an estimated $12.5M.

  • 360 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q4 2023, up from 293 in Q3 2023.
  • Funds reported $4.6B of Avantis Emerging Markets Equity ETF stock for Q4 2023, up 32% quarter-over-quarter.
  • 86 funds opened new Avantis Emerging Markets Equity ETF positions in Q4 2023 and 14 closed out, a net change of +72 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $140M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q4 2023 was Creative Planning, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2023.