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Avantis Emerging Markets Equity ETF

174 hedge funds and large institutions have $878M invested in Avantis Emerging Markets Equity ETF in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 13

131% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 35

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

19% more funds holding

Funds holding: 146174 (+28)

8% more capital invested

Capital invested by funds: $813M → $878M (+$64.5M)

2.84% more ownership

Funds ownership: 70.55%73.39% (+2.8%)

Holders
174
Holders Change
+28
Holders Change %
+19.18%
% of All Funds
2.93%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.3%
New
44
Increased
81
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1
Wipfli Financial Advisors
Wisconsin
$119M +$8.07M +145,688 +7%
American Century Companies
2
American Century Companies
Missouri
$70.6M -$2.73M -49,249 -4%
PFA
3
Pure Financial Advisors
California
$69.1M +$3.63M +65,546 +5%
AAS
4
Annex Advisory Services
Wisconsin
$36.1M +$38.5M +694,372 New
FM
5
Foster & Motley
Ohio
$31.5M +$2.65M +47,872 +9%
SP
6
Symmetry Partners
Connecticut
$28.6M +$867K +15,645 +3%
LFG
7
Larson Financial Group
Missouri
$20.6M +$1.98M +35,793 +10%
WWP
8
Waypoint Wealth Partners
California
$19.2M +$698K +12,600 +4%
VCM
9
Versant Capital Management
Arizona
$17.6M +$208K +3,755 +1%
LPL Financial
10
LPL Financial
California
$17M +$3.44M +62,064 +24%
CWM
11
Congress Wealth Management
Massachusetts
$16.2M +$197K +3,553 +1%
TI
12
Truepoint Inc
Ohio
$16.1M -$6.29M -113,509 -27%
AP
13
Adero Partners
California
$15.8M +$3.66M +66,134 +27%
JFA
14
JNBA Financial Advisors
Minnesota
$14.8M +$921K +16,635 +6%
PP
15
PrairieView Partners
Minnesota
$12.5M +$1.55M +28,035 +13%
BHWM
16
Beaird Harris Wealth Management
Texas
$12.2M +$7.54M +136,163 +139%
HighTower Advisors
17
HighTower Advisors
Illinois
$11.8M -$5.14M -92,824 -29%
QFA
18
Quantum Financial Advisors
California
$11.6M +$12.2M +219,764 New
JMPWA
19
JP Morgan Private Wealth Advisors
California
$11.1M +$9.05M +163,426 +324%
WA
20
Waverly Advisors
Alabama
$10.7M +$11.4M +204,969 New
OMC
21
Old Mission Capital
Illinois
$9.69M +$7.25M +130,915 +236%
Morgan Stanley
22
Morgan Stanley
New York
$9.48M +$8.66M +156,392 +605%
WCA
23
Waypoint Capital Advisors
Minnesota
$9.16M +$9.75M +176,083 New
WFA
24
Websterrogers Financial Advisors
South Carolina
$8.65M +$2.43M +43,786 +36%
CL
25
CPWM LLC
Washington
$8.63M +$1.85M +33,361 +25%

AVEM Hedge Fund Activity: Q2 2022 in Review

174 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q2 2022, worth a combined $878M — up 7.9% from $813M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVEM positions and 13 closed out — a net gain of 31 holders — while 81 added to existing stakes and 35 trimmed.

The largest buyer was Annex Advisory Services, opening a new position worth an estimated $38.5M. The largest seller was Jane Street, exiting entirely with an estimated $22.9M sold.

  • 174 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q2 2022, up from 146 in Q1 2022.
  • Funds reported $878M of Avantis Emerging Markets Equity ETF stock for Q2 2022, up 7.9% quarter-over-quarter.
  • 44 funds opened new Avantis Emerging Markets Equity ETF positions in Q2 2022 and 13 closed out, a net change of +31 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q2 2022 was Annex Advisory Services, an estimated $38.5M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q2 2022 was Jane Street, an estimated $22.9M sold.

Based on aggregated 13F filings for Q2 2022.