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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
TFA
176
Triad Financial Advisors
North Carolina
$482K -$74.7K -1,528 -14%
LG
177
LAM Group
Oregon
$462K +$448K +9,165 New
TCCM
178
Timber Creek Capital Management
Massachusetts
$461K +$147 +3 +0%
IFS
179
Intelligent Financial Strategies
Minnesota
$450K -$240K -4,903 -35%
DCM
180
Disciplina Capital Management
Tennessee
$422K +$409K +8,360 New
AWM
181
Apollon Wealth Management
South Carolina
$419K +$407K +8,314 New
SF
182
Symphony Financial
Texas
$404K +$377K +7,705 New
CCMI
183
Creative Capital Management Investments
California
$403K +$391K +7,994 New
KF
184
Krilogy Financial
Missouri
$399K +$90.3K +1,847 +30%
APG
185
Abacus Planning Group
South Carolina
$383K +$372K +7,597 New
TC
186
Trilogy Capital
California
$343K -$11.9K -243 -3%
NFG
187
Nations Financial Group
Iowa
$332K
MA
188
Mutual Advisors
Nebraska
$328K -$2.25K -46 -0.7%
FPAS
189
Focus Partners Advisor Solutions
Missouri
$327K +$10.9K +223 +4%
SCM
190
Sterneck Capital Management
Missouri
$320K -$1.91M -39,074 -86%
EAM
191
Evanson Asset Management
California
$320K +$5.28K +108 +2%
C
192
Certuity
Florida
$307K
TCWA
193
Ten Capital Wealth Advisors
Washington
$306K
KWA
194
KCS Wealth Advisory
California
$303K +$21.4K +437 +8%
RWM
195
Ruedi Wealth Management
Illinois
$296K +$287K +5,871 New
BCM
196
Brainard Capital Management
Texas
$293K +$284K +5,808 New
ASN
197
Advisory Services Network
Georgia
$277K
Cambridge Investment Research Advisors
198
Cambridge Investment Research Advisors
Iowa
$270K -$21K -429 -7%
MML Investors Services
199
MML Investors Services
Massachusetts
$253K +$246K +5,021 New
CM
200
Cornerstone Management
Georgia
$249K -$145K -2,958 -37%

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.