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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
EWM
126
Echo Wealth Management
Minnesota
$5.07M -$10.4K -185 -0.2%
WIM
127
WealthPlan Investment Management
Nebraska
$4.97M -$1.38M -24,481 -22%
FF
128
Financial Futures
New Jersey
$4.79M +$809K +14,385 +21%
TIM
129
Tortoise Investment Management
New York
$4.72M +$579K +10,296 +14%
CFO
130
Collective Family Office
Pennsylvania
$4.7M +$506K +8,999 +12%
RJA
131
Raymond James & Associates
Florida
$4.67M +$2.29M +40,756 +102%
WFA
132
WMG Financial Advisors
Tennessee
$4.65M +$327K +5,825 +8%
TWA
133
Trellis Wealth Advisors
California
$4.61M +$12.7K +226 +0.3%
FWM
134
Fortress Wealth Management
California
$4.56M +$228K +4,050 +5%
GPWA
135
Great Point Wealth Advisors
Massachusetts
$4.55M -$2.59K -46 -0.1%
SFS
136
Starfox Financial Services
Texas
$4.53M +$124K +2,205 +3%
CPIG
137
Chicago Partners Investment Group
Illinois
$4.46M +$37.3K +663 +0.9%
MAM
138
McLean Asset Management
Virginia
$4.43M +$3.94K +70 +0.1%
Osaic Holdings
139
Osaic Holdings
Arizona
$4.4M -$5.35M -95,096 -56%
GM
140
GeoWealth Management
Illinois
$4.35M +$4.22M +75,004 New
DWM
141
Dopkins Wealth Management
New York
$4.33M +$264K +4,699 +7%
CAC
142
Certified Advisory Corp
Florida
$4.21M +$728K +12,946 +22%
AWA
143
ARQ Wealth Advisors
Arizona
$4.08M +$920K +16,361 +30%
EFP
144
EnRich Financial Partners
Wisconsin
$3.92M -$12.3K -218 -0.3%
CCM
145
Carlson Capital Management
Minnesota
$3.91M -$14.2M -252,106 -79%
Mariner
146
Mariner
Kansas
$3.8M +$567K +10,090 +18%
CPWM
147
Cypress Point Wealth Management
Texas
$3.77M +$792K +14,087 +28%
OWA
148
ORBA Wealth Advisors
Illinois
$3.73M +$74.5K +1,325 +2%
AA
149
AlphaQ Advisors
Florida
$3.69M +$237K +4,219 +7%
CTWM
150
Cherry Tree Wealth Management
Minnesota
$3.67M +$218K +3,876 +7%

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.