We are live on ! Find out more
AVEM icon

Avantis Emerging Markets Equity ETF

293 hedge funds and large institutions have $3.48B invested in Avantis Emerging Markets Equity ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 165 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

162% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 63

21% more funds holding in top 10

Funds holding in top 10: 3846 (+8)

16% more capital invested

Capital invested by funds: $3B → $3.48B (+$483M)

7% more funds holding

Funds holding: 273293 (+20)

4.07% more ownership

Funds ownership: 88.67%92.74% (+4.1%)

Holders
293
Holders Change
+20
Holders Change %
+7.33%
% of All Funds
4.65%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.73%
New
32
Increased
165
Reduced
63
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TH
101
Team Hewins
California
$4.83M +$19.1K +352 +0.4%
WMP
102
Wealth Management Partners
Arizona
$4.82M +$4.96M +91,241 New
CPP
103
Capasso Planning Partners
South Carolina
$4.73M +$316K +5,821 +7%
AF
104
Advisornet Financial
Minnesota
$4.58M +$40.2K +740 +0.9%
RLIM
105
Red Lighthouse Investment Management
New York
$4.53M
EWM
106
Echo Wealth Management
Minnesota
$4.5M +$281K +5,178 +6%
GPWA
107
Great Point Wealth Advisors
Massachusetts
$4.15M +$119K +2,194 +3%
WWA
108
WCG Wealth Advisors
Nevada
$4.13M +$4.25M +78,154 New
SDWIA
109
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.12M +$127K +2,331 +3%
LW
110
Libra Wealth
California
$4.03M +$265K +4,870 +7%
TWA
111
Trellis Wealth Advisors
California
$3.9M +$83.9K +1,545 +2%
AFS
112
Annapolis Financial Services
Maryland
$3.89M +$684K +12,597 +21%
SFS
113
Starfox Financial Services
Texas
$3.84M +$3.91M +71,966 New
CPIG
114
Chicago Partners Investment Group
Illinois
$3.68M -$848K -15,611 -18%
SFM
115
Signet Financial Management
New Jersey
$3.62M +$33.8K +622 +0.9%
DWM
116
Dopkins Wealth Management
New York
$3.57M +$155K +2,858 +4%
FAAM
117
First Ascent Asset Management
Colorado
$3.54M +$440K +8,093 +14%
RW
118
REDW Wealth
New Mexico
$3.42M +$950K +17,485 +37%
PCG
119
Prosperity Consulting Group
Maryland
$3.39M -$462K -8,497 -12%
SCM
120
SOL Capital Management
Maryland
$3.35M -$22.9K -421 -0.7%
TIM
121
Tortoise Investment Management
New York
$3.34M +$289K +5,314 +9%
MAM
122
McLean Asset Management
Virginia
$3.3M +$30.5K +561 +0.9%
EWA
123
EP Wealth Advisors
California
$3.25M -$2.6M -47,759 -44%
SIC
124
SJS Investment Consulting
Ohio
$3.25M +$714K +13,141 +27%
EWP
125
Elevation Wealth Partners
California
$3.11M +$9.02K +166 +0.3%

AVEM Hedge Fund Activity: Q3 2023 in Review

293 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q3 2023, worth a combined $3.48B — up 16% from $3B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AVEM positions and 10 closed out — a net gain of 22 holders — while 165 added to existing stakes and 63 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $121M. The largest seller was Aprio Wealth Management, cutting an estimated $27.9M.

  • 293 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q3 2023, up from 273 in Q2 2023.
  • Funds reported $3.48B of Avantis Emerging Markets Equity ETF stock for Q3 2023, up 16% quarter-over-quarter.
  • 32 funds opened new Avantis Emerging Markets Equity ETF positions in Q3 2023 and 10 closed out, a net change of +22 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $121M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q3 2023 was Aprio Wealth Management, an estimated $27.9M sold.

Based on aggregated 13F filings for Q3 2023.