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Avantis Emerging Markets Equity ETF

360 hedge funds and large institutions have $4.6B invested in Avantis Emerging Markets Equity ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 175 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

514% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 14

130% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 76

32% more capital invested

Capital invested by funds: $3.48B → $4.6B (+$1.12B)

23% more funds holding

Funds holding: 293360 (+67)

17% more funds holding in top 10

Funds holding in top 10: 4654 (+8)

6.11% more ownership

Funds ownership: 92.74%98.85% (+6.1%)

92% less call options, than puts

Call options by funds: $6K | Put options by funds: $73K

Holders
360
Holders Change
+67
Holders Change %
+22.87%
% of All Funds
5.25%
Holding in Top 10
54
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.39%
% of All Funds
0.79%
New
86
Increased
175
Reduced
76
Closed
14
Calls
$6K
Puts
$73K
Net Calls
-$67K
Net Calls Change
-$67K
Name Holding Trade Value Shares
Change
Change in
Stake
SRB
101
Shotwell Rutter Baer
Michigan
$6.7M +$6.54M +121,582 New
PCM
102
Passive Capital Management
Maryland
$6.64M +$182K +3,391 +3%
BA
103
Bridgewater Advisors
New York
$6.53M -$427K -7,943 -6%
TH
104
Team Hewins
California
$6.36M +$1.14M +21,268 +23%
KLI
105
Kelman-Lazarov Inc
Tennessee
$6.28M +$465K +8,634 +8%
WIM
106
WealthPlan Investment Management
Nebraska
$6.21M +$209K +3,882 +4%
FFA
107
Fragasso Financial Advisors
Pennsylvania
$5.95M +$356K +6,614 +7%
PP
108
Prosperity Planning
Missouri
$5.81M +$350K +6,509 +7%
EFN
109
Equita Financial Network
Pennsylvania
$5.72M +$293K +5,448 +6%
RJFSA
110
Raymond James Financial Services Advisors
Florida
$5.63M -$79K -1,469 -1%
CPP
111
Capasso Planning Partners
South Carolina
$5.53M +$449K +8,346 +9%
AC
112
Apella Capital
Connecticut
$5.37M +$4.18M +77,737 +398%
AC
113
AWM Capital
Arizona
$5.26M -$37.8K -702 -0.7%
FWM
114
Fonville Wealth Management
Virginia
$5.2M +$4.96M +92,181 New
WMP
115
Wealth Management Partners
Arizona
$5.12M -$21K -391 -0.4%
RLIM
116
Red Lighthouse Investment Management
New York
$5.11M +$259K +4,811 +6%
HFA
117
Highland Financial Advisors
New Jersey
$5.05M -$3.67M -68,235 -43%
LW
118
Libra Wealth
California
$4.98M +$651K +12,107 +16%
PLFA
119
Pacific Life Fund Advisors
California
$4.95M -$3.37M -62,580 -42%
EWM
120
Echo Wealth Management
Minnesota
$4.85M +$132K +2,445 +3%
AF
121
Advisornet Financial
Minnesota
$4.84M -$42.1K -782 -0.9%
WWA
122
WCG Wealth Advisors
Nevada
$4.8M +$375K +6,962 +9%
RFG
123
REAP Financial Group
Texas
$4.73M +$4.51M +83,848 New
TWA
124
Trellis Wealth Advisors
California
$4.47M +$298K +5,541 +8%
GPWA
125
Great Point Wealth Advisors
Massachusetts
$4.42M -$11.6K -215 -0.3%