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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
AWA
151
ARQ Wealth Advisors
Arizona
$3.05M +$227K +4,224 +8%
FS
152
Financial Symmetry
North Carolina
$3.04M +$2.9M +53,887 New
AR
153
Apeiron RIA
Texas
$3.03M +$85.6K +1,591 +3%
IWP
154
IAG Wealth Partners
Wisconsin
$3M +$301K +5,595 +12%
OS
155
Objectivity Squared
South Carolina
$2.99M +$2.86M +53,102 New
BFA
156
Brown Financial Advisory
Alabama
$2.88M +$1.98M +36,826 +257%
LFA
157
Level Financial Advisors
New York
$2.88M +$329K +6,108 +14%
CPWM
158
Cypress Point Wealth Management
Texas
$2.88M +$2.09M +38,777 +317%
SRCM
159
Signature Resources Capital Management
California
$2.87M +$2.74M +50,946 New
PCG
160
Prosperity Consulting Group
Maryland
$2.77M -$811K -15,070 -23%
SWP
161
ShoreHaven Wealth Partners
New Jersey
$2.76M -$223K -4,138 -8%
W
162
WorthPointe
California
$2.73M +$554K +10,292 +27%
AFP
163
Ausdal Financial Partners
Iowa
$2.68M +$123K +2,292 +5%
PWM
164
Perigon Wealth Management
California
$2.67M +$1.47M +27,269 +136%
SB
165
Strategic Blueprint
Georgia
$2.62M +$77.9K +1,448 +3%
WPC
166
Wedmont Private Capital
Pennsylvania
$2.54M +$7.96K +148 +0.3%
WW
167
Waterfront Wealth
Kansas
$2.51M -$138K -2,560 -5%
IC
168
IEQ Capital
California
$2.47M +$3.28K +61 +0.1%
FFA
169
Farther Finance Advisors
California
$2.44M +$30.2K +561 +1%
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
$2.41M +$2.3M +42,808 New
HIA
171
HTG Investment Advisors
Connecticut
$2.4M +$102K +1,903 +5%
SPA
172
Sentinel Pension Advisors
Massachusetts
$2.36M +$124K +2,304 +6%
TCG
173
Transcendent Capital Group
Oklahoma
$2.3M +$2.2M +40,803 New
PWS
174
Physician Wealth Solutions
Nevada
$2.27M +$2.16M +40,229 New
RJA
175
Raymond James & Associates
Florida
$2.25M +$116K +2,156 +6%