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Avantis Emerging Markets Equity ETF

223 hedge funds and large institutions have $2.03B invested in Avantis Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 108 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

346% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 13

145% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 44

117% more capital invested

Capital invested by funds: $935M → $2.03B (+$1.1B)

84% more funds holding in top 10

Funds holding in top 10: 1935 (+16)

21% more funds holding

Funds holding: 185223 (+38)

9.78% more ownership

Funds ownership: 75.27%85.05% (+9.8%)

61% less call options, than puts

Call options by funds: $30K | Put options by funds: $76K

Holders
223
Holders Change
+38
Holders Change %
+20.54%
% of All Funds
3.58%
Holding in Top 10
35
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+84.21%
% of All Funds
0.56%
New
58
Increased
108
Reduced
44
Closed
13
Calls
$30K
Puts
$76K
Net Calls
-$46K
Net Calls Change
-$46K
Name Holding Trade Value Shares
Change
Change in
Stake
HPM
151
Hoxton Planning & Management
West Virginia
$767K +$743K +15,198 New
LA
152
LexAurum Advisors
Kansas
$752K +$729K +14,914 New
EWA
153
EverSource Wealth Advisors
Alabama
$745K +$60.3K +1,234 +9%
FWM
154
FMB Wealth Management
California
$739K +$717K +14,652 New
BFA
155
Brown Financial Advisory
Alabama
$735K +$712K +14,564 New
PPG
156
Peak Planning Group
Colorado
$729K +$4.94K +101 +0.7%
WP
157
WealthSource Partners
California
$728K -$828K -16,928 -54%
WFA
158
WMG Financial Advisors
Tennessee
$700K -$48.4K -990 -7%
SSW
159
Stone Summit Wealth
Florida
$680K +$71.7K +1,466 +12%
AC
160
Apella Capital
Connecticut
$673K +$38.5K +787 +6%
Mercer Global Advisors
161
Mercer Global Advisors
Colorado
$654K -$75.9K -1,553 -11%
THL
162
Tillman Hartley LLC
Colorado
$646K +$626K +12,798 New
RW
163
REDW Wealth
New Mexico
$625K +$605K +12,380 New
AWM
164
Align Wealth Management
Oklahoma
$607K +$647K +13,226 New
AWG
165
Altus Wealth Group
Colorado
$603K +$14.7K +300 +3%
Bank of America
166
Bank of America
North Carolina
$600K +$552K +11,297 +1,915%
ASFA
167
All Season Financial Advisors
Colorado
$587K +$569K +11,628 New
PWM
168
Perigon Wealth Management
California
$576K -$675K -13,807 -55%
MFC
169
Morris Financial Concepts
South Carolina
$561K +$348K +7,124 +179%
T
170
TRUADVICE
Florida
$554K +$36.4K +745 +8%
CPA
171
Capital Performance Advisors
California
$546K -$143K -2,914 -21%
SWM
172
Seed Wealth Management
Illinois
$525K +$509K +10,410 New
SM
173
Sensible Money
Arizona
$522K +$506K +10,342 New
CPWMP
174
Cardinal Point Wealth Management Partners
California
$509K -$14.9K -304 -3%
CPCM
175
Cardinal Point Capital Management
Ontario, Canada
$509K +$494K +10,095 New

AVEM Hedge Fund Activity: Q4 2022 in Review

223 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q4 2022, worth a combined $2.03B — up 117% from $935M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new AVEM positions and 13 closed out — a net gain of 45 holders — while 108 added to existing stakes and 44 trimmed.

The largest buyer was Savant Capital, adding an estimated $435M. The largest seller was Larson Financial Group, cutting an estimated $4.43M.

  • 223 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q4 2022, up from 185 in Q3 2022.
  • Funds reported $2.03B of Avantis Emerging Markets Equity ETF stock for Q4 2022, up 117% quarter-over-quarter.
  • 58 funds opened new Avantis Emerging Markets Equity ETF positions in Q4 2022 and 13 closed out, a net change of +45 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q4 2022 was Savant Capital, an estimated $435M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q4 2022 was Larson Financial Group, an estimated $4.43M sold.

Based on aggregated 13F filings for Q4 2022.