We are live on ! Find out more
AVEM icon

Avantis Emerging Markets Equity ETF

185 hedge funds and large institutions have $935M invested in Avantis Emerging Markets Equity ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

84% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 51

7% more capital invested

Capital invested by funds: $878M → $935M (+$57.7M)

6% more funds holding

Funds holding: 174185 (+11)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

1.88% more ownership

Funds ownership: 73.39%75.27% (+1.9%)

Holders
185
Holders Change
+11
Holders Change %
+6.32%
% of All Funds
3.19%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.33%
New
22
Increased
94
Reduced
51
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Perigon Wealth Management
California
$1.16M -$45.7K -898 -3%
IAS
102
IMA Advisory Services
Colorado
$1.13M +$4.58K +90 +0.4%
MAA
103
Mraz Amerine & Associates
California
$1.11M -$2.75K -54 -0.2%
MAM
104
McLean Asset Management
Virginia
$1.1M +$492K +9,656 +70%
DPI
105
Diversified Portfolios Inc
Michigan
$1.1M +$713K +14,015 +142%
CA
106
Cetera Advisors
Colorado
$1.01M +$29.9K +587 +3%
AI
107
Atria Investments
North Carolina
$1M +$99K +1,945 +10%
SWA
108
Sax Wealth Advisors
New Jersey
$976K +$441K +8,656 +69%
SWM
109
Seaside Wealth Management
California
$967K +$737K +14,484 +209%
GA
110
Greenspring Advisors
Maryland
$898K -$29.2K -573 -3%
EK
111
Evensky & Katz
Florida
$897K +$995K +19,540 New
BWS
112
BCR Wealth Strategies
Alabama
$891K -$24.2K -476 -2%
CPA
113
Cardiff Park Advisors
California
$860K -$59.2K -1,163 -6%
AFS
114
Annapolis Financial Services
Maryland
$829K +$687K +13,501 +297%
LFA
115
Level Financial Advisors
New York
$778K +$391K +7,682 +83%
AWG
116
Altus Wealth Group
Colorado
$752K
ADL
117
Asset Dedication LLC
California
$742K +$334K +6,559 +68%
FNBSF
118
First National Bank Sioux Falls
South Dakota
$738K +$478K +9,385 +140%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$707K -$1.71M -33,637 -69%
FTUS
120
Flow Traders U.S.
New York
$694K +$769K +15,106 New
WFA
121
WMG Financial Advisors
Tennessee
$682K -$25.4K -498 -3%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$667K +$13.2K +260 +2%
FFM
123
Forum Financial Management
Illinois
$665K +$525K +10,304 +246%
PPG
124
Peak Planning Group
Colorado
$659K -$51.2K -1,006 -7%
SIC
125
SJS Investment Consulting
Ohio
$643K +$712K +13,996 New

AVEM Hedge Fund Activity: Q3 2022 in Review

185 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q3 2022, worth a combined $935M — up 6.6% from $878M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AVEM positions and 10 closed out — a net gain of 12 holders — while 94 added to existing stakes and 51 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $18.7M. The largest seller was Wipfli Financial Advisors, cutting an estimated $8.29M.

  • 185 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q3 2022, up from 174 in Q2 2022.
  • Funds reported $935M of Avantis Emerging Markets Equity ETF stock for Q3 2022, up 6.6% quarter-over-quarter.
  • 22 funds opened new Avantis Emerging Markets Equity ETF positions in Q3 2022 and 10 closed out, a net change of +12 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q3 2022 was HighTower Advisors, an estimated $18.7M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q3 2022 was Wipfli Financial Advisors, an estimated $8.29M sold.

Based on aggregated 13F filings for Q3 2022.