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Avantis Emerging Markets Equity ETF

293 hedge funds and large institutions have $3.48B invested in Avantis Emerging Markets Equity ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 165 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

162% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 63

21% more funds holding in top 10

Funds holding in top 10: 3846 (+8)

16% more capital invested

Capital invested by funds: $3B → $3.48B (+$483M)

7% more funds holding

Funds holding: 273293 (+20)

4.07% more ownership

Funds ownership: 88.67%92.74% (+4.1%)

Holders
293
Holders Change
+20
Holders Change %
+7.33%
% of All Funds
4.65%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.73%
New
32
Increased
165
Reduced
63
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
76
Total Wealth Planning
Ohio
$7.77M +$13K +239 +0.2%
BEW
77
Burton Enright Welch
California
$7.72M +$756K +13,913 +11%
WP
78
WealthPLAN Partners
Nebraska
$7.55M +$782K +14,386 +11%
OMC
79
Old Mission Capital
Illinois
$7.26M +$7.47M +137,561 New
NWM
80
Northwest Wealth Management
Iowa
$7.05M +$674K +12,412 +10%
KCPG
81
Kavar Capital Partners Group
Kansas
$6.95M +$20.8K +382 +0.3%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$6.88M +$97.5K +1,794 +1%
DAS
83
Dynamic Advisor Solutions
Arizona
$6.75M +$581K +10,700 +9%
GWM
84
Grand Wealth Management
Michigan
$6.59M -$490K -9,014 -7%
BA
85
Bridgewater Advisors
New York
$6.53M +$182K +3,341 +3%
MWM
86
Merriman Wealth Management
Washington
$6.33M -$3.44M -63,226 -35%
DPI
87
Diversified Portfolios Inc
Michigan
$6.32M +$1.72M +31,717 +36%
HNWA
88
Henrickson Nauta Wealth Advisors
Michigan
$6.3M -$12.6K -232 -0.2%
MML Investors Services
89
MML Investors Services
Massachusetts
$6.05M +$2.91M +53,502 +87%
PCM
90
Passive Capital Management
Maryland
$6.04M +$43.7K +804 +0.7%
JIC
91
JRM Investment Counsel
Nebraska
$5.96M +$161K +2,969 +3%
WIM
92
WealthPlan Investment Management
Nebraska
$5.61M +$1.73M +31,861 +43%
KLI
93
Kelman-Lazarov Inc
Tennessee
$5.42M +$494K +9,088 +10%
RJFSA
94
Raymond James Financial Services Advisors
Florida
$5.35M +$644K +11,847 +13%
FFA
95
Fragasso Financial Advisors
Pennsylvania
$5.22M +$178K +3,271 +3%
PP
96
Prosperity Planning
Missouri
$5.09M +$159K +2,923 +3%
EFN
97
Equita Financial Network
Pennsylvania
$5.07M +$5.22M +95,990 New
JP Morgan Chase
98
JP Morgan Chase
New York
$5.05M +$2.74M +50,420 +111%
FWM
99
Fortress Wealth Management
California
$4.98M +$86.2K +1,586 +2%
AC
100
AWM Capital
Arizona
$4.96M -$38.6K -711 -0.8%

AVEM Hedge Fund Activity: Q3 2023 in Review

293 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q3 2023, worth a combined $3.48B — up 16% from $3B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AVEM positions and 10 closed out — a net gain of 22 holders — while 165 added to existing stakes and 63 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $121M. The largest seller was Aprio Wealth Management, cutting an estimated $27.9M.

  • 293 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q3 2023, up from 273 in Q2 2023.
  • Funds reported $3.48B of Avantis Emerging Markets Equity ETF stock for Q3 2023, up 16% quarter-over-quarter.
  • 32 funds opened new Avantis Emerging Markets Equity ETF positions in Q3 2023 and 10 closed out, a net change of +22 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $121M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q3 2023 was Aprio Wealth Management, an estimated $27.9M sold.

Based on aggregated 13F filings for Q3 2023.