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Avantis Emerging Markets Equity ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 293360 (+67)

17% more funds holding in top 10

Funds holding in top 10: 4654 (+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

Holders
360
Holders Change
+67
Holders Change %
+22.87%
% of All Funds
5.25%
Holding in Top 10
54
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.39%
% of All Funds
0.79%
New
86
Increased
175
Reduced
76
Closed
14
Calls
$6K
Puts
$73K
Net Calls
-$67K
Net Calls Change
-$67K
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
76
JRM Investment Counsel
Nebraska
$10.1M +$3.59M +66,796 +59%
BEW
77
Burton Enright Welch
California
$10.1M +$1.77M +32,821 +22%
FFM
78
Flagstone Financial Management
Nebraska
$9.99M -$455K -8,454 -5%
AA
79
Aire Advisors
California
$9.72M -$177K -3,288 -2%
Osaic Holdings
80
Osaic Holdings
Arizona
$9.65M -$6.82M -126,760 -43%
DPI
81
Diversified Portfolios Inc
Michigan
$9.6M +$2.72M +50,507 +42%
MML Investors Services
82
MML Investors Services
Massachusetts
$9.5M +$2.89M +53,698 +47%
CPA
83
Cardiff Park Advisors
California
$9.42M +$375K +6,975 +4%
FIA
84
Foundations Investment Advisors
Arizona
$9.21M +$335K +6,228 +4%
OCG
85
Opus Capital Group
Ohio
$9.19M +$20.1K +373 +0.2%
WRPWM
86
Werba Rubin Papier Wealth Management
California
$9.04M +$21.4K +398 +0.2%
EFL
87
ERn Financial LLC
Wisconsin
$8.93M -$75.3K -1,399 -0.8%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$8.8M +$474K +8,816 +6%
NWM
89
Northwest Wealth Management
Iowa
$8.62M +$1.04M +19,332 +14%
GWM
90
Grand Wealth Management
Michigan
$8.07M +$986K +18,328 +15%
TWP
91
Total Wealth Planning
Ohio
$8.02M -$265K -4,934 -3%
WP
92
WealthPLAN Partners
Nebraska
$7.99M -$73.1K -1,359 -1%
VH
93
Visionary Horizons
Tennessee
$7.77M +$7.42M +137,834 New
AFS
94
Annapolis Financial Services
Maryland
$7.76M +$3.45M +64,037 +87%
Jones Financial Companies
95
Jones Financial Companies
Missouri
$7.72M +$7.2M +133,870 +4,501%
VFPI
96
Vantage Financial Partners (Illinois)
Illinois
$7.49M +$7.15M +132,882 New
DAS
97
Dynamic Advisor Solutions
Arizona
$7.21M +$128K +2,387 +2%
MFG
98
Merit Financial Group
Georgia
$6.99M +$6.67M +123,943 New
HNWA
99
Henrickson Nauta Wealth Advisors
Michigan
$6.88M +$142K +2,634 +2%
MWM
100
Merriman Wealth Management
Washington
$6.74M -$24.7K -459 -0.4%