Avantis Emerging Markets Equity ETF
AVEM
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.
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: 293 → 360 (+67)
17% more funds holding in top 10
Funds holding in top 10: 46 → 54 (+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
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$140M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$63.8M |
| 3 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
+$45.2M |
| 4 |
SFS
Summit Financial Strategies
Columbus,
Ohio
|
+$36.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$35.6M |
Top Sellers
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$12.5M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$9.44M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.82M |
| 4 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
-$3.71M |
| 5 |
HFA
Highland Financial Advisors
Wayne,
New Jersey
|
-$3.67M |
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.