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Avantis Emerging Markets Equity ETF

384 hedge funds and large institutions have $4.47B invested in Avantis Emerging Markets Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 193 increasing their positions, 106 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 19

82% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 106

7% more funds holding

Funds holding: 360384 (+24)

2% more funds holding in top 10

Funds holding in top 10: 5455 (+1)

3% less capital invested

Capital invested by funds: $4.6B → $4.47B (-$124M)

10.98% less ownership

Funds ownership: 98.85%87.87% (-11%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $603K

Holders
384
Holders Change
+24
Holders Change %
+6.67%
% of All Funds
5.53%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
0.79%
New
47
Increased
193
Reduced
106
Closed
19
Calls
Puts
$603K
Net Calls
-$603K
Net Calls Change
-$536K
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
51
Buckingham Strategic Wealth
Missouri
$18.1M +$177K +3,142 +1%
TWA
52
TCI Wealth Advisors
Arizona
$16.5M -$1.18M -21,041 -7%
WCA
53
Waypoint Capital Advisors
Minnesota
$16.3M +$1.7M +30,182 +12%
QFA
54
Quantum Financial Advisors
California
$16.1M -$67.2K -1,196 -0.4%
FPAS
55
Focus Partners Advisor Solutions
Missouri
$15.9M +$13.5M +239,691 +688%
WI
56
WJ Interests
Texas
$15.2M +$588K +10,461 +4%
JIC
57
JRM Investment Counsel
Nebraska
$14.7M +$4.2M +74,655 +42%
EF
58
Empowered Funds
Pennsylvania
$14.5M +$14M +249,912 New
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$14.5M -$470K -8,360 -3%
MML Investors Services
60
MML Investors Services
Massachusetts
$14.2M +$4.31M +76,652 +46%
JFA
61
JNBA Financial Advisors
Minnesota
$14.1M -$5.39M -95,820 -28%
SHFA
62
SC&H Financial Advisors
Maryland
$13.6M +$869K +15,451 +7%
WFA
63
Websterrogers Financial Advisors
South Carolina
$13.4M +$2.19M +38,869 +20%
VWM
64
Venturi Wealth Management
Texas
$13.2M +$497K +8,843 +4%
VFPI
65
Vantage Financial Partners (Illinois)
Illinois
$13M +$5.17M +92,047 +69%
DPI
66
Diversified Portfolios Inc
Michigan
$13M +$3M +53,337 +31%
CWP
67
Concord Wealth Partners
Virginia
$13M +$40.5K +721 +0.3%
AWA
68
Amplius Wealth Advisors
Pennsylvania
$12.8M -$11.4M -202,676 -48%
PL
69
Plancorp LLC
Missouri
$12.2M -$263K -4,684 -2%
BFG
70
Berger Financial Group
Minnesota
$12.2M +$11.8M +209,716 New
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$11.9M +$1.44M +25,623 +14%
CAMV
72
Concord Asset Management (Virginia)
Virginia
$11.7M +$214K +3,807 +2%
PAS
73
Park Avenue Securities
New York
$11.7M +$743K +13,221 +7%
WA
74
Waverly Advisors
Alabama
$11.2M -$745K -13,259 -6%
UBS Group
75
UBS Group
Switzerland
$11.1M -$12.3M -218,119 -53%

AVEM Hedge Fund Activity: Q1 2024 in Review

384 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q1 2024, worth a combined $4.47B — down 2.7% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AVEM positions and 19 closed out — a net gain of 28 holders — while 193 added to existing stakes and 106 trimmed.

The largest buyer was Savant Capital, adding an estimated $51.6M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $342M sold.

  • 384 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q1 2024, up from 360 in Q4 2023.
  • Funds reported $4.47B of Avantis Emerging Markets Equity ETF stock for Q1 2024, down 2.7% quarter-over-quarter.
  • 47 funds opened new Avantis Emerging Markets Equity ETF positions in Q1 2024 and 19 closed out, a net change of +28 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q1 2024 was Savant Capital, an estimated $51.6M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q1 2024 was Mercer Global Advisors, an estimated $342M sold.

Based on aggregated 13F filings for Q1 2024.