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Avantis Emerging Markets Equity ETF

273 hedge funds and large institutions have $3B invested in Avantis Emerging Markets Equity ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 150 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 62

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

30% more capital invested

Capital invested by funds: $2.31B → $3B (+$688M)

9% more funds holding in top 10

Funds holding in top 10: 3538 (+3)

6.62% more ownership

Funds ownership: 82.05%88.67% (+6.6%)

4% more funds holding

Funds holding: 263273 (+10)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $16K

Holders
273
Holders Change
+10
Holders Change %
+3.8%
% of All Funds
4.29%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.6%
New
29
Increased
150
Reduced
62
Closed
16
Calls
Puts
$16K
Net Calls
-$16K
Net Calls Change
+$402K
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
101
WealthPlan Investment Management
Nebraska
$4M -$1.66M -31,256 -30%
PCG
102
Prosperity Consulting Group
Maryland
$3.92M +$119K +2,237 +3%
TWA
103
Trellis Wealth Advisors
California
$3.89M +$116K +2,180 +3%
LW
104
Libra Wealth
California
$3.84M +$113K +2,121 +3%
TFO
105
Tarbox Family Office
California
$3.76M +$3.72M +69,897 New
VWA
106
V Wealth Advisors
Kansas
$3.76M +$319K +5,997 +9%
SFM
107
Signet Financial Management
New Jersey
$3.66M +$1.45M +27,356 +67%
DWM
108
Dopkins Wealth Management
New York
$3.49M +$283K +5,318 +9%
BDWCC
109
B&D White Capital Company
Texas
$3.47M +$38.6K +726 +1%
SCM
110
SOL Capital Management
Maryland
$3.44M +$78.8K +1,481 +2%
EWA
111
EP Wealth Advisors
California
$3.32M +$2.18M +40,954 +60%
AWA
112
ARQ Wealth Advisors
Arizona
$3.32M +$569K +10,705 +21%
MAM
113
McLean Asset Management
Virginia
$3.31M +$112K +2,110 +4%
MML Investors Services
114
MML Investors Services
Massachusetts
$3.29M +$3.25M +61,194 New
AFS
115
Annapolis Financial Services
Maryland
$3.28M +$753K +14,158 +30%
FAAM
116
First Ascent Asset Management
Colorado
$3.17M +$146K +2,750 +5%
EWP
117
Elevation Wealth Partners
California
$3.16M +$23.9K +449 +0.8%
TIM
118
Tortoise Investment Management
New York
$3.12M +$225K +4,229 +8%
AR
119
Apeiron RIA
Texas
$2.84M -$162K -3,038 -5%
CTWM
120
Cherry Tree Wealth Management
Minnesota
$2.79M +$2.76M +51,904 New
WFA
121
WMG Financial Advisors
Tennessee
$2.79M +$1.06M +19,853 +62%
IWP
122
IAG Wealth Partners
Wisconsin
$2.63M +$294K +5,522 +13%
SIC
123
SJS Investment Consulting
Ohio
$2.6M +$525K +9,873 +26%
RW
124
REDW Wealth
New Mexico
$2.55M +$1.2M +22,556 +91%
CBT
125
CoreFirst Bank & Trust
Kansas
$2.54M +$523K +9,843 +26%

AVEM Hedge Fund Activity: Q2 2023 in Review

273 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q2 2023, worth a combined $3B — up 30% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AVEM positions and 16 closed out — a net gain of 13 holders — while 150 added to existing stakes and 62 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $187M. The largest seller was Old Mission Capital, exiting entirely with an estimated $12.8M sold.

  • 273 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q2 2023, up from 263 in Q1 2023.
  • Funds reported $3B of Avantis Emerging Markets Equity ETF stock for Q2 2023, up 30% quarter-over-quarter.
  • 29 funds opened new Avantis Emerging Markets Equity ETF positions in Q2 2023 and 16 closed out, a net change of +13 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $187M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q2 2023 was Old Mission Capital, an estimated $12.8M sold.

Based on aggregated 13F filings for Q2 2023.