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Avantis Emerging Markets Equity ETF

384 hedge funds and large institutions have $4.47B invested in Avantis Emerging Markets Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 193 increasing their positions, 106 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 19

82% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 106

7% more funds holding

Funds holding: 360384 (+24)

2% more funds holding in top 10

Funds holding in top 10: 5455 (+1)

3% less capital invested

Capital invested by funds: $4.6B → $4.47B (-$124M)

10.98% less ownership

Funds ownership: 98.85%87.87% (-11%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $603K

Holders
384
Holders Change
+24
Holders Change %
+6.67%
% of All Funds
5.53%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
0.79%
New
47
Increased
193
Reduced
106
Closed
19
Calls
Puts
$603K
Net Calls
-$603K
Net Calls Change
-$536K
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
101
REAP Financial Group
Texas
$7.68M +$2.73M +48,637 +58%
BWP
102
BSW Wealth Partners
Colorado
$7.62M +$6.6M +117,465 +837%
SFM
103
Signet Financial Management
New Jersey
$7.52M +$3.37M +59,931 +86%
SRB
104
Shotwell Rutter Baer
Michigan
$7.31M +$81K +1,441 +1%
HNWA
105
Henrickson Nauta Wealth Advisors
Michigan
$7.11M -$21K -373 -0.3%
FWM
106
Fonville Wealth Management
Virginia
$6.91M +$1.52M +27,047 +29%
PCM
107
Passive Capital Management
Maryland
$6.88M +$51.7K +919 +0.8%
AFS
108
Annapolis Financial Services
Maryland
$6.86M -$1.08M -19,247 -14%
TH
109
Team Hewins
California
$6.54M
PP
110
Prosperity Planning
Missouri
$6.46M +$473K +8,410 +8%
MWM
111
Merriman Wealth Management
Washington
$6.43M -$481K -8,549 -7%
KLI
112
Kelman-Lazarov Inc
Tennessee
$6.34M -$110K -1,951 -2%
FFA
113
Fragasso Financial Advisors
Pennsylvania
$6.29M +$168K +2,982 +3%
CPP
114
Capasso Planning Partners
South Carolina
$6.25M +$552K +9,815 +10%
BA
115
Bridgewater Advisors
New York
$6.2M -$490K -8,722 -8%
RJFSA
116
Raymond James Financial Services Advisors
Florida
$5.84M +$56.6K +1,006 +1%
LW
117
Libra Wealth
California
$5.64M +$502K +8,921 +10%
AC
118
AWM Capital
Arizona
$5.37M -$35.1K -625 -0.7%
WMP
119
Wealth Management Partners
Arizona
$5.37M +$102K +1,817 +2%
AC
120
Apella Capital
Connecticut
$5.35M -$406K -7,214 -7%
RLIM
121
Red Lighthouse Investment Management
New York
$5.17M -$79.5K -1,414 -2%
WWA
122
WCG Wealth Advisors
Nevada
$5.14M +$205K +3,639 +4%
PLFA
123
Pacific Life Fund Advisors
California
$5.14M +$49.9K +888 +1%
HFA
124
Highland Financial Advisors
New Jersey
$5.13M -$54.3K -965 -1%
SIC
125
SJS Investment Consulting
Ohio
$5.13M +$1.12M +19,972 +29%

AVEM Hedge Fund Activity: Q1 2024 in Review

384 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q1 2024, worth a combined $4.47B — down 2.7% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AVEM positions and 19 closed out — a net gain of 28 holders — while 193 added to existing stakes and 106 trimmed.

The largest buyer was Savant Capital, adding an estimated $51.6M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $342M sold.

  • 384 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q1 2024, up from 360 in Q4 2023.
  • Funds reported $4.47B of Avantis Emerging Markets Equity ETF stock for Q1 2024, down 2.7% quarter-over-quarter.
  • 47 funds opened new Avantis Emerging Markets Equity ETF positions in Q1 2024 and 19 closed out, a net change of +28 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q1 2024 was Savant Capital, an estimated $51.6M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q1 2024 was Mercer Global Advisors, an estimated $342M sold.

Based on aggregated 13F filings for Q1 2024.