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Avantis Emerging Markets Equity ETF

223 hedge funds and large institutions have $2.03B invested in Avantis Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 108 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

346% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 13

145% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 44

117% more capital invested

Capital invested by funds: $935M → $2.03B (+$1.1B)

84% more funds holding in top 10

Funds holding in top 10: 1935 (+16)

21% more funds holding

Funds holding: 185223 (+38)

9.78% more ownership

Funds ownership: 75.27%85.05% (+9.8%)

61% less call options, than puts

Call options by funds: $30K | Put options by funds: $76K

Holders
223
Holders Change
+38
Holders Change %
+20.54%
% of All Funds
3.58%
Holding in Top 10
35
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+84.21%
% of All Funds
0.56%
New
58
Increased
108
Reduced
44
Closed
13
Calls
$30K
Puts
$76K
Net Calls
-$46K
Net Calls Change
-$46K
Name Holding Trade Value Shares
Change
Change in
Stake
SB
101
Strategic Blueprint
Georgia
$2.26M +$334K +6,827 +18%
UBS Group
102
UBS Group
Switzerland
$2.24M +$704K +14,387 +48%
OIA
103
OneDigital Investment Advisors
Kansas
$2.22M +$1.54M +31,589 +254%
AF
104
Allworth Financial
California
$2.11M +$116K +2,380 +6%
PAS
105
Park Avenue Securities
New York
$2.07M +$692K +14,140 +53%
MRWM
106
ML&R Wealth Management
Texas
$2.03M +$1.32M +26,909 +202%
IWP
107
IAG Wealth Partners
Wisconsin
$1.87M +$129K +2,639 +8%
SRC
108
Sage Rhino Capital
California
$1.87M -$33.1K -677 -2%
AFP
109
Ausdal Financial Partners
Iowa
$1.85M +$1.79M +36,630 New
HIA
110
HTG Investment Advisors
Connecticut
$1.83M +$1.77M +36,221 New
GA
111
Greenspring Advisors
Maryland
$1.81M +$802K +16,409 +84%
SWM
112
Soundmark Wealth Management
Washington
$1.76M -$308K -6,294 -15%
SIC
113
SJS Investment Consulting
Ohio
$1.7M +$963K +19,685 +141%
LFA
114
Level Financial Advisors
New York
$1.69M +$810K +16,561 +98%
ADL
115
Asset Dedication LLC
California
$1.61M +$765K +15,648 +97%
KWM
116
Kingsview Wealth Management
Oregon
$1.56M -$157K -3,210 -9%
RW
117
RVW Wealth
California
$1.52M +$81.6K +1,669 +6%
PAG
118
Private Advisor Group
New Jersey
$1.5M +$43.8K +896 +1%
CFO
119
Collective Family Office
Pennsylvania
$1.49M -$1.52M -31,170 -51%
AAS
120
Ameritas Advisory Services
Nebraska
$1.48M +$1.44M +29,389 New
Osaic Holdings
121
Osaic Holdings
Arizona
$1.44M +$720K +14,723 +106%
SPA
122
Sentinel Pension Advisors
Massachusetts
$1.43M +$36.8K +752 +3%
AFS
123
Annapolis Financial Services
Maryland
$1.41M +$484K +9,895 +55%
TWD
124
True Wealth Design
Ohio
$1.38M +$1.34M +27,452 New
PFO
125
Pathstone Family Office
New Jersey
$1.35M -$890K -18,202 -41%

AVEM Hedge Fund Activity: Q4 2022 in Review

223 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q4 2022, worth a combined $2.03B — up 117% from $935M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new AVEM positions and 13 closed out — a net gain of 45 holders — while 108 added to existing stakes and 44 trimmed.

The largest buyer was Savant Capital, adding an estimated $435M. The largest seller was Larson Financial Group, cutting an estimated $4.43M.

  • 223 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q4 2022, up from 185 in Q3 2022.
  • Funds reported $2.03B of Avantis Emerging Markets Equity ETF stock for Q4 2022, up 117% quarter-over-quarter.
  • 58 funds opened new Avantis Emerging Markets Equity ETF positions in Q4 2022 and 13 closed out, a net change of +45 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q4 2022 was Savant Capital, an estimated $435M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q4 2022 was Larson Financial Group, an estimated $4.43M sold.

Based on aggregated 13F filings for Q4 2022.