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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
MRWM
151
ML&R Wealth Management
Texas
$1.7M -$471K -8,855 -22%
Mariner
152
Mariner
Kansas
$1.69M +$678K +12,743 +68%
RW
153
RVW Wealth
California
$1.51M -$104K -1,963 -7%
CAC
154
Certified Advisory Corp
Florida
$1.44M +$1.42M +26,740 New
IAS
155
IMA Advisory Services
Colorado
$1.4M +$31.5K +593 +2%
SPA
156
Shore Point Advisors
New Jersey
$1.37M +$91K +1,711 +7%
TWD
157
True Wealth Design
Ohio
$1.35M -$70.5K -1,325 -5%
GLA
158
Good Life Advisors
Pennsylvania
$1.33M +$335K +6,292 +34%
SWA
159
Sax Wealth Advisors
New Jersey
$1.33M +$31.8K +598 +2%
MAA
160
Mraz Amerine & Associates
California
$1.31M -$1.81K -34 -0.1%
QHA
161
Quarry Hill Advisors
Minnesota
$1.29M -$42.5K -800 -3%
EK
162
Evensky & Katz
Florida
$1.27M +$2.39K +45 +0.2%
GWP
163
Gateway Wealth Partners
Wisconsin
$1.24M +$423K +7,962 +53%
PWA
164
PCG Wealth Advisors
Kansas
$1.17M +$34.4K +646 +3%
CWA
165
Canvas Wealth Advisors
Kansas
$1.1M +$372K +6,991 +55%
SSW
166
Stone Summit Wealth
Florida
$1.1M +$200K +3,761 +22%
Bank of New York Mellon
167
Bank of New York Mellon
New York
$1.1M +$793K +14,913 +269%
HWM
168
HB Wealth Management
Georgia
$1.07M
AC
169
Apella Capital
Connecticut
$1.05M +$1.04M +19,562 New
GS
170
GTS Securities
New York
$1.03M +$1.02M +19,228 New
LA
171
LexAurum Advisors
Kansas
$1.03M +$11.6K +219 +1%
FFM
172
Forum Financial Management
Illinois
$1.03M +$32.4K +610 +3%
TC
173
Trilogy Capital
California
$990K +$519K +9,756 +118%
Baird Financial Group
174
Baird Financial Group
Wisconsin
$982K -$8.4K -158 -0.9%
BWS
175
BCR Wealth Strategies
Alabama
$965K -$33.2K -624 -3%

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.