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Avantis Emerging Markets Equity ETF

273 hedge funds and large institutions have $3B invested in Avantis Emerging Markets Equity ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 150 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 62

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

30% more capital invested

Capital invested by funds: $2.31B → $3B (+$688M)

9% more funds holding in top 10

Funds holding in top 10: 3538 (+3)

6.62% more ownership

Funds ownership: 82.05%88.67% (+6.6%)

4% more funds holding

Funds holding: 263273 (+10)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $16K

Holders
273
Holders Change
+10
Holders Change %
+3.8%
% of All Funds
4.29%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.6%
New
29
Increased
150
Reduced
62
Closed
16
Calls
Puts
$16K
Net Calls
-$16K
Net Calls Change
+$402K
Name Holding Trade Value Shares
Change
Change in
Stake
SM
201
Sensible Money
Arizona
$557K
GT
202
Glenview Trust
Kentucky
$508K +$42.1K +791 +9%
AAS
203
Ameritas Advisory Services
Nebraska
$507K -$749K -14,087 -60%
SWP
204
Stratos Wealth Partners
Ohio
$495K +$489K +9,193 New
LG
205
LAM Group
Oregon
$492K
Cambridge Investment Research Advisors
206
Cambridge Investment Research Advisors
Iowa
$488K +$128K +2,405 +36%
RRC
207
Relaxing Retirement Coach
Massachusetts
$461K +$456K +8,569 New
NRWA
208
North Ridge Wealth Advisors
Oregon
$460K -$31.3K -589 -6%
TFA
209
Triad Financial Advisors
North Carolina
$456K -$78.7K -1,480 -15%
CCMI
210
Creative Capital Management Investments
California
$442K
CPCM
211
Cardinal Point Capital Management
Ontario, Canada
$440K -$388K -7,292 -47%
SFC
212
Strategic Financial Concepts
Texas
$436K +$85.6K +1,610 +25%
SCM
213
Sterneck Capital Management
Missouri
$418K +$22.1K +416 +6%
APG
214
Abacus Planning Group
South Carolina
$398K
SXL
215
Summit X LLC
Missouri
$390K +$386K +7,254 New
ASN
216
Advisory Services Network
Georgia
$383K +$87K +1,635 +30%
CG
217
Caprock Group
Idaho
$379K +$374K +7,038 New
NFG
218
Nations Financial Group
Iowa
$370K
CPWM
219
Cypress Point Wealth Management
Texas
$367K +$363K +6,828 New
WP
220
WealthSource Partners
California
$359K +$1.6K +30 +0.5%
KWA
221
KCS Wealth Advisory
California
$355K +$15.7K +295 +5%
MA
222
Mutual Advisors
Nebraska
$347K +$5.42K +102 +2%
EAM
223
Evanson Asset Management
California
$335K -$6.33K -119 -2%
C
224
Certuity
Florida
$327K -$532 -10 -0.2%
Wealthfront Advisers
225
Wealthfront Advisers
California
$319K +$36.4K +685 +13%

AVEM Hedge Fund Activity: Q2 2023 in Review

273 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q2 2023, worth a combined $3B — up 30% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AVEM positions and 16 closed out — a net gain of 13 holders — while 150 added to existing stakes and 62 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $187M. The largest seller was Old Mission Capital, exiting entirely with an estimated $12.8M sold.

  • 273 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q2 2023, up from 263 in Q1 2023.
  • Funds reported $3B of Avantis Emerging Markets Equity ETF stock for Q2 2023, up 30% quarter-over-quarter.
  • 29 funds opened new Avantis Emerging Markets Equity ETF positions in Q2 2023 and 16 closed out, a net change of +13 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $187M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q2 2023 was Old Mission Capital, an estimated $12.8M sold.

Based on aggregated 13F filings for Q2 2023.