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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
UB
201
UMB Bank
Missouri
$242K +$235K +4,800 New
VCA
202
Verdence Capital Advisors
Maryland
$221K +$214K +4,380 New
CWA
203
Canvas Wealth Advisors
Kansas
$218K +$197K +4,035 New
MFT
204
Moisand Fitzgerald Tamayo
Florida
$212K
WCWM
205
Willow Creek Wealth Management
California
$208K +$201K +4,118 New
PTC
206
Private Trust Company
Ohio
$203K +$131K +2,673 +199%
AW
207
Avion Wealth
Texas
$165K
US Bancorp
208
US Bancorp
Minnesota
$143K +$139K +2,838 New
WWP
209
WR Wealth Planners
Missouri
$118K +$13.8K +282 +14%
GTAM
210
Global Trust Asset Management
Florida
$117K
BAM
211
Baldrige Asset Management
Pennsylvania
$100K
MAM
212
Marquette Asset Management
Minnesota
$78.8K +$10.2K +209 +15%
IA
213
IFP Advisors
Florida
$36K +$440 +9 +1%
HI
214
Harbour Investments
Wisconsin
$29.1K +$27K +553 +2,404%
FWP
215
FAS Wealth Partners
Kansas
$14.8K +$14.4K +294 New
PP
216
Pacifica Partners
Canada
$4.09K
IGWM
217
ICA Group Wealth Management
Colorado
$959 +$929 +19 New
BCMIO
218
Beacon Capital Management Inc (Ohio)
Ohio
$656 +$636 +13 New
CFO
219
CVA Family Office
Colorado
$505
AA
220
Addison Advisors
Vermont
$462 +$440 +9 New
KFI
221
Key Financial Inc
Pennsylvania
$276
Fidelity Investments
222
Fidelity Investments
Massachusetts
$50
MCC
223
Money Concepts Capital
Florida
$50 +$49 +1 New
CA
224
Cetera Advisors
Colorado
-$1.01M -22,050 Closed
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
-$707K -15,395 Closed

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.