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Avantis Emerging Markets Equity ETF

185 hedge funds and large institutions have $935M invested in Avantis Emerging Markets Equity ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

84% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 51

7% more capital invested

Capital invested by funds: $878M → $935M (+$57.7M)

6% more funds holding

Funds holding: 174185 (+11)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

1.88% more ownership

Funds ownership: 73.39%75.27% (+1.9%)

Holders
185
Holders Change
+11
Holders Change %
+6.32%
% of All Funds
3.19%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.33%
New
22
Increased
94
Reduced
51
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
126
Avestar Capital
New York
$640K -$7.47M -146,838 -91%
Osaic Holdings
127
Osaic Holdings
Arizona
$637K +$695K +13,645 +5,685%
IFS
128
Intelligent Financial Strategies
Minnesota
$635K -$171K -3,350 -20%
CPA
129
Capital Performance Advisors
California
$631K +$95.6K +1,878 +16%
BAM
130
Bayshore Asset Management
Florida
$626K +$488K +9,589 +237%
EWA
131
EverSource Wealth Advisors
Alabama
$622K -$405K -7,956 -37%
MRWM
132
ML&R Wealth Management
Texas
$612K -$75.5K -1,483 -10%
DWM
133
Dopkins Wealth Management
New York
$587K +$651K +12,789 New
AC
134
Apella Capital
Connecticut
$576K -$152K -2,994 -19%
OIA
135
OneDigital Investment Advisors
Kansas
$571K +$632K +12,424 New
BDWCC
136
B&D White Capital Company
Texas
$557K +$16.2K +319 +3%
SSW
137
Stone Summit Wealth
Florida
$552K -$19.3K -379 -3%
TFA
138
Triad Financial Advisors
North Carolina
$509K -$198K -3,888 -26%
NL
139
NWAM LLC
Washington
$501K +$39.4K +774 +8%
CPWMP
140
Cardinal Point Wealth Management Partners
California
$487K -$176K -3,451 -25%
T
141
TRUADVICE
Florida
$435K +$32.5K +639 +7%
TCCM
142
Timber Creek Capital Management
Massachusetts
$419K
API
143
Advisor Partners II
California
$384K +$426K +8,364 New
DY
144
Dowling & Yahnke
California
$364K +$404K +7,932 New
CM
145
Cornerstone Management
Georgia
$363K -$97.1K -1,908 -19%
TC
146
Trilogy Capital
California
$323K +$358K +7,038 New
NFG
147
Nations Financial Group
Iowa
$302K +$9.21K +181 +3%
MA
148
Mutual Advisors
Nebraska
$301K
FPAS
149
Focus Partners Advisor Solutions
Missouri
$287K -$33.9K -665 -10%
EAM
150
Evanson Asset Management
California
$286K +$317K +6,233 New

AVEM Hedge Fund Activity: Q3 2022 in Review

185 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q3 2022, worth a combined $935M — up 6.6% from $878M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AVEM positions and 10 closed out — a net gain of 12 holders — while 94 added to existing stakes and 51 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $18.7M. The largest seller was Wipfli Financial Advisors, cutting an estimated $8.29M.

  • 185 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q3 2022, up from 174 in Q2 2022.
  • Funds reported $935M of Avantis Emerging Markets Equity ETF stock for Q3 2022, up 6.6% quarter-over-quarter.
  • 22 funds opened new Avantis Emerging Markets Equity ETF positions in Q3 2022 and 10 closed out, a net change of +12 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q3 2022 was HighTower Advisors, an estimated $18.7M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q3 2022 was Wipfli Financial Advisors, an estimated $8.29M sold.

Based on aggregated 13F filings for Q3 2022.