We are live on ! Find out more
AVEM icon

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
HWM
176
HB Wealth Management
Georgia
$1.11M +$58.2K +1,072 +5%
CWA
177
Canvas Wealth Advisors
Kansas
$1.08M +$71.6K +1,317 +7%
VA
178
Valmark Advisers
Ohio
$1.06M +$1.09M +20,104 New
PWM
179
Perigon Wealth Management
California
$1.06M +$412K +7,577 +61%
LA
180
LexAurum Advisors
Kansas
$1.05M +$43.6K +802 +4%
GBT
181
Grove Bank & Trust
Florida
$1.04M +$128K +2,349 +14%
AC
182
Apella Capital
Connecticut
$1.03M -$1.47K -27 -0.1%
RSWM
183
Robertson Stephens Wealth Management
California
$1.03M +$1.06M +19,485 New
FFM
184
Forum Financial Management
Illinois
$1.02M +$18.9K +347 +2%
FF
185
Financial Futures
New Jersey
$1.01M +$1.04M +19,106 New
Baird Financial Group
186
Baird Financial Group
Wisconsin
$977K +$14K +258 +1%
FPAS
187
Focus Partners Advisor Solutions
Missouri
$971K +$314K +5,785 +46%
PWA
188
PCG Wealth Advisors
Kansas
$955K -$200K -3,680 -17%
BWS
189
BCR Wealth Strategies
Alabama
$917K -$30.9K -568 -3%
SWM
190
Seaside Wealth Management
California
$885K +$78.2K +1,439 +9%
EWA
191
EverSource Wealth Advisors
Alabama
$827K +$29.9K +551 +4%
BAM
192
Bayshore Asset Management
Florida
$811K -$59.9K -1,103 -7%
FWM
193
FMB Wealth Management
California
$808K +$35.9K +660 +5%
HPM
194
Hoxton Planning & Management
West Virginia
$806K
AWM
195
Aprio Wealth Management
Georgia
$758K -$27.9M -514,386 -97%
BFA
196
Brown Financial Advisory
Alabama
$755K
JCM
197
Jacobi Capital Management
Pennsylvania
$751K +$17.2K +317 +2%
PFO
198
Pathstone Family Office
New Jersey
$750K -$17.3K -319 -2%
NL
199
NWAM LLC
Washington
$727K -$180K -3,310 -19%
ME
200
McIlrath & Eck
Washington
$713K +$618K +11,381 +534%

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.