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Avantis Emerging Markets Equity ETF

146 hedge funds and large institutions have $813M invested in Avantis Emerging Markets Equity ETF in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

178% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 27

19% more capital invested

Capital invested by funds: $684M → $813M (+$129M)

17% more funds holding

Funds holding: 125146 (+21)

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

1.11% more ownership

Funds ownership: 69.45%70.55% (+1.1%)

Holders
146
Holders Change
+21
Holders Change %
+16.8%
% of All Funds
2.3%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
31
Increased
75
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSW
101
Stone Summit Wealth
Florida
$575K +$52.5K +856 +10%
MRWM
102
ML&R Wealth Management
Texas
$570K +$247K +4,032 +72%
SIC
103
SJS Investment Consulting
Ohio
$544K +$124K +2,027 +28%
TCCM
104
Timber Creek Capital Management
Massachusetts
$541K +$2.33K +38 +0.4%
RJA
105
Raymond James & Associates
Florida
$533K -$41.5K -676 -7%
ASFA
106
All Season Financial Advisors
Colorado
$525K +$129K +2,101 +31%
AP
107
Advisor Partners
California
$496K
DPI
108
Diversified Portfolios Inc
Michigan
$413K +$427K +6,959 New
T
109
TRUADVICE
Florida
$402K +$16.4K +268 +4%
MA
110
Mutual Advisors
Nebraska
$388K +$2.82K +46 +0.7%
C
111
Certuity
Florida
$366K +$374K +6,092 New
TCWA
112
Ten Capital Wealth Advisors
Washington
$360K +$372K +6,068 New
FNBSF
113
First National Bank Sioux Falls
South Dakota
$354K +$37.5K +612 +11%
TIM
114
Tortoise Investment Management
New York
$303K -$586K -9,544 -65%
CPA
115
Capital Performance Advisors
California
$286K +$15.3K +249 +5%
CL
116
COWA LLC
Oklahoma
$281K -$515K -8,400 -64%
AAS
117
Avantax Advisory Services
Texas
$267K +$277K +4,522 New
NL
118
NWAM LLC
Washington
$264K +$273K +4,454 New
GCA
119
Gradient Capital Advisors
California
$260K +$269K +4,378 New
MWM
120
Merriman Wealth Management
Washington
$249K -$2.09K -34 -0.8%
IWM
121
IHT Wealth Management
Illinois
$245K +$6.57K +107 +3%
LFA
122
Level Financial Advisors
New York
$243K +$23.7K +386 +10%
GPWA
123
Great Point Wealth Advisors
Massachusetts
$238K -$5.73M -93,375 -96%
CWP
124
Concord Wealth Partners
Virginia
$233K +$241K +3,927 New
M&T Bank
125
M&T Bank
New York
$213K +$221K +3,595 New

AVEM Hedge Fund Activity: Q1 2022 in Review

146 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q1 2022, worth a combined $813M — up 19% from $684M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AVEM positions and 8 closed out — a net gain of 23 holders — while 75 added to existing stakes and 27 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $23.7M. The largest seller was Websterrogers Financial Advisors, cutting an estimated $8.73M.

  • 146 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q1 2022, up from 125 in Q4 2021.
  • Funds reported $813M of Avantis Emerging Markets Equity ETF stock for Q1 2022, up 19% quarter-over-quarter.
  • 31 funds opened new Avantis Emerging Markets Equity ETF positions in Q1 2022 and 8 closed out, a net change of +23 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q1 2022 was Jane Street, an estimated $23.7M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q1 2022 was Websterrogers Financial Advisors, an estimated $8.73M sold.

Based on aggregated 13F filings for Q1 2022.