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Avantis Emerging Markets Equity ETF

273 hedge funds and large institutions have $3B invested in Avantis Emerging Markets Equity ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 150 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 62

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

30% more capital invested

Capital invested by funds: $2.31B → $3B (+$688M)

9% more funds holding in top 10

Funds holding in top 10: 3538 (+3)

6.62% more ownership

Funds ownership: 82.05%88.67% (+6.6%)

4% more funds holding

Funds holding: 263273 (+10)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $16K

Holders
273
Holders Change
+10
Holders Change %
+3.8%
% of All Funds
4.29%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.6%
New
29
Increased
150
Reduced
62
Closed
16
Calls
Puts
$16K
Net Calls
-$16K
Net Calls Change
+$402K
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
76
Cannon Financial Strategists
Georgia
$7.05M +$6.97M +130,989 New
WP
77
WealthPLAN Partners
Nebraska
$6.92M -$2.24M -42,056 -25%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$6.92M +$587K +11,046 +9%
NWM
79
Northwest Wealth Management
Iowa
$6.52M +$216K +4,066 +3%
BA
80
Bridgewater Advisors
New York
$6.48M +$187K +3,515 +3%
HNWA
81
Henrickson Nauta Wealth Advisors
Michigan
$6.43M -$16.6K -312 -0.3%
DAS
82
Dynamic Advisor Solutions
Arizona
$6.3M +$473K +8,890 +8%
PCM
83
Passive Capital Management
Maryland
$6.11M +$101K +1,897 +2%
JIC
84
JRM Investment Counsel
Nebraska
$5.92M +$3.76M +70,753 +180%
FFA
85
Fragasso Financial Advisors
Pennsylvania
$5.15M +$5.09M +95,614 New
AC
86
AWM Capital
Arizona
$5.1M
KLI
87
Kelman-Lazarov Inc
Tennessee
$5.04M -$218K -4,095 -4%
PP
88
Prosperity Planning
Missouri
$5.03M +$370K +6,965 +8%
FWM
89
Fortress Wealth Management
California
$4.99M +$1.25M +23,515 +34%
TH
90
Team Hewins
California
$4.91M -$21.8K -409 -0.4%
CPIG
91
Chicago Partners Investment Group
Illinois
$4.82M +$181K +3,405 +4%
RJFSA
92
Raymond James Financial Services Advisors
Florida
$4.81M +$2.1M +39,514 +79%
Osaic Holdings
93
Osaic Holdings
Arizona
$4.78M +$1.79M +33,660 +61%
DPI
94
Diversified Portfolios Inc
Michigan
$4.74M +$2.52M +47,290 +116%
AF
95
Advisornet Financial
Minnesota
$4.62M +$104K +1,951 +2%
RLIM
96
Red Lighthouse Investment Management
New York
$4.62M +$8.35K +157 +0.2%
CPP
97
Capasso Planning Partners
South Carolina
$4.51M +$230K +4,334 +5%
EWM
98
Echo Wealth Management
Minnesota
$4.46M -$214K -4,024 -5%
GPWA
99
Great Point Wealth Advisors
Massachusetts
$4.12M -$2.02K -38 -0%
SDWIA
100
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.07M +$207K +3,886 +5%

AVEM Hedge Fund Activity: Q2 2023 in Review

273 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q2 2023, worth a combined $3B — up 30% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AVEM positions and 16 closed out — a net gain of 13 holders — while 150 added to existing stakes and 62 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $187M. The largest seller was Old Mission Capital, exiting entirely with an estimated $12.8M sold.

  • 273 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q2 2023, up from 263 in Q1 2023.
  • Funds reported $3B of Avantis Emerging Markets Equity ETF stock for Q2 2023, up 30% quarter-over-quarter.
  • 29 funds opened new Avantis Emerging Markets Equity ETF positions in Q2 2023 and 16 closed out, a net change of +13 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $187M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q2 2023 was Old Mission Capital, an estimated $12.8M sold.

Based on aggregated 13F filings for Q2 2023.