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Avantis Emerging Markets Equity ETF

185 hedge funds and large institutions have $935M invested in Avantis Emerging Markets Equity ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

84% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 51

7% more capital invested

Capital invested by funds: $878M → $935M (+$57.7M)

6% more funds holding

Funds holding: 174185 (+11)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

1.88% more ownership

Funds ownership: 73.39%75.27% (+1.9%)

Holders
185
Holders Change
+11
Holders Change %
+6.32%
% of All Funds
3.19%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.33%
New
22
Increased
94
Reduced
51
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1
Wipfli Financial Advisors
Wisconsin
$97.8M -$8.29M -162,851 -7%
American Century Companies
2
American Century Companies
Missouri
$63.3M +$1.08M +21,122 +2%
PFA
3
Pure Financial Advisors
California
$62.9M +$2.06M +40,430 +3%
AAS
4
Annex Advisory Services
Wisconsin
$40.2M +$9.21M +180,897 +26%
FM
5
Foster & Motley
Ohio
$28.7M +$931K +18,288 +3%
HighTower Advisors
6
HighTower Advisors
Illinois
$27.3M +$18.7M +367,177 +162%
SP
7
Symmetry Partners
Connecticut
$26M +$840K +16,500 +3%
LFG
8
Larson Financial Group
Missouri
$25.7M +$8.34M +163,816 +41%
TI
9
Truepoint Inc
Ohio
$25M +$12M +235,419 +76%
BHWM
10
Beaird Harris Wealth Management
Texas
$24.8M +$15.6M +306,581 +131%
WWP
11
Waypoint Wealth Partners
California
$19M +$2.27M +44,628 +12%
WP
12
WMS Partners
Maryland
$16.3M +$13.4M +262,891 +288%
VCM
13
Versant Capital Management
Arizona
$16.3M +$811K +15,933 +5%
AP
14
Adero Partners
California
$15.8M +$1.91M +37,442 +12%
LPL Financial
15
LPL Financial
California
$15.8M +$949K +18,638 +6%
CWM
16
Congress Wealth Management
Massachusetts
$14.5M +$237K +4,647 +1%
WIM
17
WealthPlan Investment Management
Nebraska
$14.2M +$14M +275,031 New
BDF
18
Balasa Dinverno & Foltz
$13.6M +$15.1M +295,979 New
JMPWA
19
JP Morgan Private Wealth Advisors
California
$12.1M +$2.48M +48,751 +23%
JFA
20
JNBA Financial Advisors
Minnesota
$11.2M -$2.15M -42,315 -15%
PP
21
PrairieView Partners
Minnesota
$10.7M -$378K -7,418 -3%
CCM
22
Carlson Capital Management
Minnesota
$10.5M +$8.58M +168,625 +280%
QFA
23
Quantum Financial Advisors
California
$10.3M +$188K +3,697 +2%
WI
24
WJ Interests
Texas
$10.1M +$4.46M +87,534 +66%
RWM
25
Rockwood Wealth Management
Pennsylvania
$10.1M +$7.63M +149,800 +216%

AVEM Hedge Fund Activity: Q3 2022 in Review

185 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q3 2022, worth a combined $935M — up 6.6% from $878M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AVEM positions and 10 closed out — a net gain of 12 holders — while 94 added to existing stakes and 51 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $18.7M. The largest seller was Wipfli Financial Advisors, cutting an estimated $8.29M.

  • 185 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q3 2022, up from 174 in Q2 2022.
  • Funds reported $935M of Avantis Emerging Markets Equity ETF stock for Q3 2022, up 6.6% quarter-over-quarter.
  • 22 funds opened new Avantis Emerging Markets Equity ETF positions in Q3 2022 and 10 closed out, a net change of +12 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q3 2022 was HighTower Advisors, an estimated $18.7M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q3 2022 was Wipfli Financial Advisors, an estimated $8.29M sold.

Based on aggregated 13F filings for Q3 2022.