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Avantis Emerging Markets Equity ETF

174 hedge funds and large institutions have $878M invested in Avantis Emerging Markets Equity ETF in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 13

131% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 35

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

19% more funds holding

Funds holding: 146174 (+28)

8% more capital invested

Capital invested by funds: $813M → $878M (+$64.5M)

2.84% more ownership

Funds ownership: 70.55%73.39% (+2.8%)

Holders
174
Holders Change
+28
Holders Change %
+19.18%
% of All Funds
2.93%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.3%
New
44
Increased
81
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
101
Park Avenue Securities
New York
$851K +$304K +5,484 +50%
SWIG
102
Strategic Wealth Investment Group
Kentucky
$829K +$883K +15,934 New
AC
103
Apella Capital
Connecticut
$809K -$39.5K -713 -4%
WFA
104
WMG Financial Advisors
Tennessee
$800K +$277 +5 +0%
PPG
105
Peak Planning Group
Colorado
$798K +$850K +15,346 New
TFA
106
Triad Financial Advisors
North Carolina
$779K -$40.4K -730 -5%
MRWM
107
ML&R Wealth Management
Texas
$770K +$287K +5,190 +54%
AWG
108
Altus Wealth Group
Colorado
$752K -$2.16K -39 -0.3%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$742K -$223K -4,020 -22%
BA
110
Bridgewater Advisors
New York
$733K +$780K +14,080 New
CPWMP
111
Cardinal Point Wealth Management Partners
California
$721K -$101K -1,825 -12%
MAM
112
McLean Asset Management
Virginia
$698K +$763K +13,783 New
TIM
113
Tortoise Investment Management
New York
$697K +$459K +8,286 +162%
IWP
114
IAG Wealth Partners
Wisconsin
$680K -$449K -8,107 -38%
SWA
115
Sax Wealth Advisors
New Jersey
$656K +$698K +12,599 New
SSW
116
Stone Summit Wealth
Florida
$645K +$161K +2,912 +31%
RDFA
117
Ritter Daniher Financial Advisory
Ohio
$629K +$670K +12,098 New
CPA
118
Capital Performance Advisors
California
$617K +$389K +7,022 +145%
BDWCC
119
B&D White Capital Company
Texas
$614K +$37.4K +676 +6%
KPWS
120
Kestra Private Wealth Services
Texas
$557K -$484K -8,745 -45%
ASFA
121
All Season Financial Advisors
Colorado
$548K +$93.3K +1,684 +19%
NL
122
NWAM LLC
Washington
$518K +$315K +5,684 +128%
DPI
123
Diversified Portfolios Inc
Michigan
$514K +$162K +2,927 +42%
CM
124
Cornerstone Management
Georgia
$510K -$8.53K -154 -2%
ADL
125
Asset Dedication LLC
California
$491K -$167K -3,022 -24%

AVEM Hedge Fund Activity: Q2 2022 in Review

174 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q2 2022, worth a combined $878M — up 7.9% from $813M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVEM positions and 13 closed out — a net gain of 31 holders — while 81 added to existing stakes and 35 trimmed.

The largest buyer was Annex Advisory Services, opening a new position worth an estimated $38.5M. The largest seller was Jane Street, exiting entirely with an estimated $22.9M sold.

  • 174 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q2 2022, up from 146 in Q1 2022.
  • Funds reported $878M of Avantis Emerging Markets Equity ETF stock for Q2 2022, up 7.9% quarter-over-quarter.
  • 44 funds opened new Avantis Emerging Markets Equity ETF positions in Q2 2022 and 13 closed out, a net change of +31 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q2 2022 was Annex Advisory Services, an estimated $38.5M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q2 2022 was Jane Street, an estimated $22.9M sold.

Based on aggregated 13F filings for Q2 2022.