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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
AF
151
Allworth Financial
California
$1.81M -$96.7K -1,780 -5%
WAS
152
WESPAC Advisors SoCal
California
$1.75M -$375K -6,896 -17%
CAM
153
Cresset Asset Management
Illinois
$1.68M -$46.2K -850 -3%
ADL
154
Asset Dedication LLC
California
$1.67M -$19.3K -356 -1%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$1.6M -$265K -4,877 -14%
DCM
156
Disciplina Capital Management
Tennessee
$1.6M -$274K -5,040 -14%
SWM
157
Soundmark Wealth Management
Washington
$1.59M -$180K -3,307 -10%
MRWM
158
ML&R Wealth Management
Texas
$1.56M -$103K -1,903 -6%
RW
159
RVW Wealth
California
$1.47M -$6.85K -126 -0.4%
MAA
160
Mraz Amerine & Associates
California
$1.47M +$188K +3,457 +14%
AI
161
Atria Investments
North Carolina
$1.44M -$420K -7,724 -22%
SRC
162
Sage Rhino Capital
California
$1.43M -$291K -5,350 -16%
IAS
163
IMA Advisory Services
Colorado
$1.4M +$30K +552 +2%
SPA
164
Shore Point Advisors
New Jersey
$1.39M +$40.3K +742 +3%
Goldman Sachs
165
Goldman Sachs
New York
$1.37M +$1.41M +25,995 New
Bank of New York Mellon
166
Bank of New York Mellon
New York
$1.34M +$269K +4,953 +24%
GLA
167
Good Life Advisors
Pennsylvania
$1.33M +$27.4K +505 +2%
TWD
168
True Wealth Design
Ohio
$1.31M -$14.6K -268 -1%
GWM
169
Geneos Wealth Management
Colorado
$1.28M +$355K +6,532 +37%
SWA
170
Sax Wealth Advisors
New Jersey
$1.27M -$32.1K -590 -2%
EK
171
Evensky & Katz
Florida
$1.25M
GWP
172
Gateway Wealth Partners
Wisconsin
$1.24M +$22.1K +406 +2%
SSW
173
Stone Summit Wealth
Florida
$1.23M +$153K +2,819 +14%
QHA
174
Quarry Hill Advisors
Minnesota
$1.23M -$41.2K -759 -3%
TC
175
Trilogy Capital
California
$1.18M +$237K +4,360 +24%

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.