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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
CAC
126
Certified Advisory Corp
Florida
$2.99M +$1.84M +33,899 +127%
CBT
127
CoreFirst Bank & Trust
Kansas
$2.98M +$501K +9,227 +20%
WFA
128
WMG Financial Advisors
Tennessee
$2.93M +$203K +3,730 +7%
CTWM
129
Cherry Tree Wealth Management
Minnesota
$2.9M +$167K +3,082 +6%
SWP
130
ShoreHaven Wealth Partners
New Jersey
$2.8M +$2.88M +53,065 New
CFO
131
Collective Family Office
Pennsylvania
$2.76M +$698K +12,845 +33%
AR
132
Apeiron RIA
Texas
$2.75M -$39.1K -719 -1%
AWA
133
ARQ Wealth Advisors
Arizona
$2.63M -$639K -11,764 -19%
IWP
134
IAG Wealth Partners
Wisconsin
$2.52M -$67.6K -1,244 -3%
Mariner
135
Mariner
Kansas
$2.51M +$879K +16,178 +51%
WW
136
Waterfront Wealth
Kansas
$2.41M +$185K +3,397 +8%
WPC
137
Wedmont Private Capital
Pennsylvania
$2.39M -$1.2K -22 -0%
AFP
138
Ausdal Financial Partners
Iowa
$2.39M +$19.3K +355 +0.8%
SB
139
Strategic Blueprint
Georgia
$2.37M -$12.2K -224 -0.5%
LFA
140
Level Financial Advisors
New York
$2.37M +$201K +3,696 +9%
SF
141
Symphony Financial
Texas
$2.35M +$257K +4,727 +12%
IC
142
IEQ Capital
California
$2.31M
PAG
143
Private Advisor Group
New Jersey
$2.27M +$597K +10,988 +34%
FFA
144
Farther Finance Advisors
California
$2.26M +$470K +8,641 +25%
HIA
145
HTG Investment Advisors
Connecticut
$2.15M +$61.7K +1,135 +3%
SPA
146
Sentinel Pension Advisors
Massachusetts
$2.08M -$94.7K -1,742 -4%
W
147
WorthPointe
California
$2.01M -$28.4K -523 -1%
RJA
148
Raymond James & Associates
Florida
$1.99M +$2.05M +37,739 New
CAN
149
Cetera Advisor Networks
California
$1.84M +$50.8K +935 +3%
ACM
150
Armbruster Capital Management
New York
$1.84M +$118K +2,175 +7%

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.