We are live on ! Find out more
AVEM icon

Avantis Emerging Markets Equity ETF

223 hedge funds and large institutions have $2.03B invested in Avantis Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 108 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

346% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 13

145% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 44

117% more capital invested

Capital invested by funds: $935M → $2.03B (+$1.1B)

84% more funds holding in top 10

Funds holding in top 10: 1935 (+16)

21% more funds holding

Funds holding: 185223 (+38)

9.78% more ownership

Funds ownership: 75.27%85.05% (+9.8%)

61% less call options, than puts

Call options by funds: $30K | Put options by funds: $76K

Holders
223
Holders Change
+38
Holders Change %
+20.54%
% of All Funds
3.58%
Holding in Top 10
35
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+84.21%
% of All Funds
0.56%
New
58
Increased
108
Reduced
44
Closed
13
Calls
$30K
Puts
$76K
Net Calls
-$46K
Net Calls Change
-$46K
Name Holding Trade Value Shares
Change
Change in
Stake
PP
76
Prosperity Planning
Missouri
$4.21M
EWM
77
Echo Wealth Management
Minnesota
$4.14M +$3.71M +75,850 New
AF
78
Advisornet Financial
Minnesota
$4.02M +$446K +9,126 +13%
GPWA
79
Great Point Wealth Advisors
Massachusetts
$3.9M +$1.48M +30,305 +65%
EWA
80
EP Wealth Advisors
California
$3.78M -$576K -11,784 -14%
DWM
81
Dopkins Wealth Management
New York
$3.72M +$2.98M +60,917 +476%
CPP
82
Capasso Planning Partners
South Carolina
$3.71M +$184K +3,763 +5%
VWA
83
V Wealth Advisors
Kansas
$3.58M +$137K +2,796 +4%
LW
84
Libra Wealth
California
$3.49M +$61.6K +1,259 +2%
SDWIA
85
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.44M +$313K +6,410 +10%
FWM
86
Fortress Wealth Management
California
$3.41M +$320K +6,549 +11%
PCG
87
Prosperity Consulting Group
Maryland
$3.3M +$3.19M +65,320 New
TWA
88
Trellis Wealth Advisors
California
$3.2M +$3.11M +63,522 New
BDWCC
89
B&D White Capital Company
Texas
$3.19M +$2.5M +51,184 +422%
SCM
90
SOL Capital Management
Maryland
$3.1M -$102K -2,091 -3%
RJFSA
91
Raymond James Financial Services Advisors
Florida
$2.85M +$1.31M +26,828 +91%
AR
92
Apeiron RIA
Texas
$2.82M -$7.09K -145 -0.3%
FAAM
93
First Ascent Asset Management
Colorado
$2.74M +$2.66M +54,390 New
WW
94
Waterfront Wealth
Kansas
$2.66M -$139K -2,844 -6%
AWA
95
ARQ Wealth Advisors
Arizona
$2.48M +$264K +5,405 +12%
TIM
96
Tortoise Investment Management
New York
$2.46M +$1.1M +22,394 +85%
SHWM
97
Silicon Hills Wealth Management
Texas
$2.4M -$434K -8,868 -16%
W
98
WorthPointe
California
$2.36M +$878K +17,946 +62%
JP Morgan Chase
99
JP Morgan Chase
New York
$2.35M +$2.28M +46,659 New
WPC
100
Wedmont Private Capital
Pennsylvania
$2.27M +$285K +5,821 +16%

AVEM Hedge Fund Activity: Q4 2022 in Review

223 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q4 2022, worth a combined $2.03B — up 117% from $935M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new AVEM positions and 13 closed out — a net gain of 45 holders — while 108 added to existing stakes and 44 trimmed.

The largest buyer was Savant Capital, adding an estimated $435M. The largest seller was Larson Financial Group, cutting an estimated $4.43M.

  • 223 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q4 2022, up from 185 in Q3 2022.
  • Funds reported $2.03B of Avantis Emerging Markets Equity ETF stock for Q4 2022, up 117% quarter-over-quarter.
  • 58 funds opened new Avantis Emerging Markets Equity ETF positions in Q4 2022 and 13 closed out, a net change of +45 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q4 2022 was Savant Capital, an estimated $435M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q4 2022 was Larson Financial Group, an estimated $4.43M sold.

Based on aggregated 13F filings for Q4 2022.