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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
WPC
126
Wedmont Private Capital
Pennsylvania
$2.54M +$111K +2,078 +5%
WW
127
Waterfront Wealth
Kansas
$2.45M -$175K -3,290 -7%
JP Morgan Chase
128
JP Morgan Chase
New York
$2.44M -$13.8K -260 -0.6%
SB
129
Strategic Blueprint
Georgia
$2.43M -$35.2K -662 -1%
AFP
130
Ausdal Financial Partners
Iowa
$2.42M +$192K +3,601 +9%
IC
131
IEQ Capital
California
$2.36M +$1.01M +18,971 +76%
SPA
132
Sentinel Pension Advisors
Massachusetts
$2.22M +$25K +470 +1%
LFA
133
Level Financial Advisors
New York
$2.22M +$358K +6,731 +20%
WAS
134
WESPAC Advisors SoCal
California
$2.15M +$184K +3,469 +10%
SF
135
Symphony Financial
Texas
$2.14M +$1.65M +31,017 +341%
HIA
136
HTG Investment Advisors
Connecticut
$2.13M +$108K +2,031 +5%
CFO
137
Collective Family Office
Pennsylvania
$2.12M +$72.3K +1,359 +4%
W
138
WorthPointe
California
$2.08M -$167K -3,135 -8%
AF
139
Allworth Financial
California
$1.94M -$3.05M -57,396 -61%
DCM
140
Disciplina Capital Management
Tennessee
$1.91M +$1.44M +27,160 +325%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$1.9M +$101K +1,899 +6%
AI
142
Atria Investments
North Carolina
$1.89M +$266K +4,993 +17%
FFA
143
Farther Finance Advisors
California
$1.83M +$388K +7,296 +27%
PAG
144
Private Advisor Group
New Jersey
$1.83M +$6.17K +116 +0.4%
CAN
145
Cetera Advisor Networks
California
$1.83M +$1.81M +33,942 New
SWM
146
Soundmark Wealth Management
Washington
$1.8M -$12.5K -235 -0.7%
CAM
147
Cresset Asset Management
Illinois
$1.76M +$1.74M +32,654 New
ACM
148
Armbruster Capital Management
New York
$1.75M -$57.2K -1,075 -3%
SRC
149
Sage Rhino Capital
California
$1.75M -$338K -6,350 -16%
ADL
150
Asset Dedication LLC
California
$1.72M +$9.73K +183 +0.6%

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.