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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
SDWIA
126
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.42M +$17.2K +320 +0.4%
SFS
127
Starfox Financial Services
Texas
$4.34M +$271K +5,043 +7%
FWM
128
Fortress Wealth Management
California
$4.21M -$1.07M -19,816 -21%
CPIG
129
Chicago Partners Investment Group
Illinois
$4.2M +$274K +5,092 +7%
WFA
130
WMG Financial Advisors
Tennessee
$4.2M +$1.02M +18,915 +34%
MAM
131
McLean Asset Management
Virginia
$4.12M +$674K +12,524 +20%
CFO
132
Collective Family Office
Pennsylvania
$4.07M +$1.07M +19,908 +38%
FAAM
133
First Ascent Asset Management
Colorado
$4.03M +$234K +4,344 +6%
TIM
134
Tortoise Investment Management
New York
$4.01M +$420K +7,804 +12%
SCM
135
SOL Capital Management
Maryland
$3.97M +$372K +6,914 +11%
DWM
136
Dopkins Wealth Management
New York
$3.94M +$126K +2,333 +3%
SFM
137
Signet Financial Management
New Jersey
$3.94M +$66K +1,227 +2%
SIC
138
SJS Investment Consulting
Ohio
$3.86M +$376K +6,981 +11%
FF
139
Financial Futures
New Jersey
$3.85M +$2.64M +49,138 +257%
EFP
140
EnRich Financial Partners
Wisconsin
$3.83M +$3.65M +67,895 New
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$3.61M +$1.81M +33,628 +111%
OWA
142
ORBA Wealth Advisors
Illinois
$3.55M +$3.39M +62,992 New
EWA
143
EP Wealth Advisors
California
$3.53M +$50.3K +935 +2%
CAC
144
Certified Advisory Corp
Florida
$3.37M -$46.4K -863 -1%
CTWM
145
Cherry Tree Wealth Management
Minnesota
$3.35M +$241K +4,484 +8%
AA
146
AlphaQ Advisors
Florida
$3.35M +$2.85M +52,904 +815%
RW
147
REDW Wealth
New Mexico
$3.31M -$332K -6,180 -10%
CBT
148
CoreFirst Bank & Trust
Kansas
$3.19M +$7.53K +140 +0.2%
Mariner
149
Mariner
Kansas
$3.13M +$425K +7,894 +17%
EWP
150
Elevation Wealth Partners
California
$3.11M -$3.77K -70 -0.1%