Avantis Emerging Markets Equity ETF
AVEM
174 hedge funds and large institutions have $878M invested in Avantis Emerging Markets Equity ETF in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 35 reducing their positions, and 13 closing their positions.
238% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 13
131% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 35
20% more funds holding in top 10
Funds holding in top 10: 15 → 18 (+3)
19% more funds holding
Funds holding: 146 → 174 (+28)
8% more capital invested
Capital invested by funds: $813M → $878M (+$64.5M)
2.84% more ownership
Funds ownership: 70.55% → 73.39% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$38.5M |
| 2 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$11.4M |
| 3 |
WCA
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
+$9.75M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$9.05M |
| 5 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
+$8.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$22.9M |
| 2 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
-$6.29M |
| 3 |
LW
Libra Wealth
Los Gatos,
California
|
-$6.18M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$5.14M |
| 5 |
BEW
Burton Enright Welch
Walnut Creek,
California
|
-$4.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
176
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$1.15M | -19,428 | Closed |
|
|
FTUS
177
Flow Traders U.S.
New York
| – | -$866K | -14,604 | Closed |
|
|
RJA
178
Raymond James & Associates
St Petersburg,
Florida
| – | -$533K | -8,998 | Closed |
|
|
AAS
179
Avantax Advisory Services
Dallas,
Texas
| – | -$267K | -4,522 | Closed |
|
|
GCA
180
Gradient Capital Advisors
San Diego,
California
| – | -$260K | -4,378 | Closed |
|
|
IWM
181
IHT Wealth Management
Chicago,
Illinois
| – | -$245K | -4,133 | Closed |
|
182
M&T Bank
Buffalo,
New York
| – | -$213K | -3,595 | Closed |
|
|
MWM
183
Modera Wealth Management
Westwood,
New Jersey
| – | -$208K | -3,512 | Closed |
|
|
DY
184
Dowling & Yahnke
San Diego,
California
| – | -$206K | -3,472 | Closed |
|
|
TFO
185
Tarbox Family Office
Newport Beach,
California
| – | -$191K | -3,229 | Closed |
|
|
BWM
186
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | -$32K | -536 | Closed |
|
AVEM Hedge Fund Activity: Q2 2022 in Review
174 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q2 2022, worth a combined $878M — up 7.9% from $813M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new AVEM positions and 13 closed out — a net gain of 31 holders — while 81 added to existing stakes and 35 trimmed.
The largest buyer was Annex Advisory Services, opening a new position worth an estimated $38.5M. The largest seller was Jane Street, exiting entirely with an estimated $22.9M sold.
- 174 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q2 2022, up from 146 in Q1 2022.
- Funds reported $878M of Avantis Emerging Markets Equity ETF stock for Q2 2022, up 7.9% quarter-over-quarter.
- 44 funds opened new Avantis Emerging Markets Equity ETF positions in Q2 2022 and 13 closed out, a net change of +31 holders.
- The largest Avantis Emerging Markets Equity ETF buyer in Q2 2022 was Annex Advisory Services, an estimated $38.5M added.
- The largest Avantis Emerging Markets Equity ETF seller in Q2 2022 was Jane Street, an estimated $22.9M sold.
Based on aggregated 13F filings for Q2 2022.