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Avantis Emerging Markets Equity ETF

384 hedge funds and large institutions have $4.47B invested in Avantis Emerging Markets Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 193 increasing their positions, 106 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 19

82% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 106

7% more funds holding

Funds holding: 360384 (+24)

2% more funds holding in top 10

Funds holding in top 10: 5455 (+1)

3% less capital invested

Capital invested by funds: $4.6B → $4.47B (-$124M)

10.98% less ownership

Funds ownership: 98.85%87.87% (-11%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $603K

Holders
384
Holders Change
+24
Holders Change %
+6.67%
% of All Funds
5.53%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
0.79%
New
47
Increased
193
Reduced
106
Closed
19
Calls
Puts
$603K
Net Calls
-$603K
Net Calls Change
-$536K
Name Holding Trade Value Shares
Change
Change in
Stake
PSA
201
Plum Street Advisors
Louisiana
$1.74M -$45.6K -812 -3%
IA
202
IFP Advisors
Florida
$1.74M +$745K +13,250 +79%
SA
203
SpiderRock Advisors
Delaware
$1.68M +$1.64M +29,176 New
SFC
204
Strategic Financial Concepts
Texas
$1.64M +$1.59M +28,277 New
TA
205
TFB Advisors
Kansas
$1.64M +$171K +3,041 +12%
SFC
206
Sprinkle Financial Consultants
Colorado
$1.62M +$66.5K +1,183 +4%
SSW
207
Stone Summit Wealth
Florida
$1.61M +$136K +2,415 +10%
CWA
208
Canvas Wealth Advisors
Kansas
$1.6M +$142K +2,519 +10%
IAS
209
IMA Advisory Services
Colorado
$1.54M +$42.4K +755 +3%
ADL
210
Asset Dedication LLC
California
$1.54M -$2.14K -38 -0.1%
DWM
211
Dogwood Wealth Management
Kansas
$1.53M +$158K +2,806 +12%
GBT
212
Grove Bank & Trust
Florida
$1.53M
GLA
213
Good Life Advisors
Pennsylvania
$1.44M -$33.6K -597 -2%
IC
214
IEQ Capital
California
$1.44M -$1.07M -19,032 -43%
EWM
215
Executive Wealth Management
Michigan
$1.44M +$1.39M +24,694 New
TWD
216
True Wealth Design
Ohio
$1.44M -$35.4K -630 -2%
T
217
Tidemark
California
$1.43M +$1.37M +24,410 +11,146%
EK
218
Evensky & Katz
Florida
$1.36M -$16.7K -297 -1%
DOA
219
D'Orazio & Associates
Virginia
$1.35M +$98.1K +1,745 +8%
AF
220
Apollon Financial
South Carolina
$1.31M +$338K +6,016 +36%
CCA
221
Clarity Capital Advisors
Florida
$1.3M +$7.81K +139 +0.6%
RW
222
RVW Wealth
California
$1.3M -$45.1K -802 -3%
VA
223
Valmark Advisers
Ohio
$1.24M +$70.9K +1,261 +6%
Envestnet Portfolio Solutions
224
Envestnet Portfolio Solutions
Illinois
$1.23M +$487K +8,654 +69%
HWM
225
HB Wealth Management
Georgia
$1.2M +$13.2K +234 +1%

AVEM Hedge Fund Activity: Q1 2024 in Review

384 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q1 2024, worth a combined $4.47B — down 2.7% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AVEM positions and 19 closed out — a net gain of 28 holders — while 193 added to existing stakes and 106 trimmed.

The largest buyer was Savant Capital, adding an estimated $51.6M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $342M sold.

  • 384 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q1 2024, up from 360 in Q4 2023.
  • Funds reported $4.47B of Avantis Emerging Markets Equity ETF stock for Q1 2024, down 2.7% quarter-over-quarter.
  • 47 funds opened new Avantis Emerging Markets Equity ETF positions in Q1 2024 and 19 closed out, a net change of +28 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q1 2024 was Savant Capital, an estimated $51.6M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q1 2024 was Mercer Global Advisors, an estimated $342M sold.

Based on aggregated 13F filings for Q1 2024.