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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
SC
1
Savant Capital
Illinois
$446M +$435M +8,898,275 +24,546%
Creative Planning
2
Creative Planning
Kansas
$181M +$175M +3,583,397 New
PFA
3
Pure Financial Advisors
California
$72.5M +$3.32M +67,877 +5%
HighTower Advisors
4
HighTower Advisors
Illinois
$72.4M +$41.1M +839,653 +141%
American Century Companies
5
American Century Companies
Missouri
$67M -$2.46M -50,279 -4%
Morgan Stanley
6
Morgan Stanley
New York
$65.9M +$54M +1,103,582 +544%
HTC
7
Haverford Trust Company
Pennsylvania
$53.1M +$51.5M +1,052,828 New
AAS
8
Annex Advisory Services
Wisconsin
$50.2M +$5.83M +119,181 +14%
Jane Street
9
Jane Street
New York
$33.7M +$30.9M +632,062 +1,713%
Corient Private Wealth
10
Corient Private Wealth
Florida
$31.5M +$30.5M +624,481 New
CWM
11
Congress Wealth Management
Massachusetts
$30.6M +$14.3M +292,128 +93%
BHWM
12
Beaird Harris Wealth Management
Texas
$29.9M +$2.52M +51,598 +10%
SP
13
Symmetry Partners
Connecticut
$29.1M +$489K +10,000 +2%
WP
14
WMS Partners
Maryland
$27.7M +$9.53M +194,866 +55%
FM
15
Foster & Motley
Ohio
$27.4M -$3.96M -80,980 -13%
LPL Financial
16
LPL Financial
California
$27.3M +$9.64M +197,110 +57%
AP
17
Adero Partners
California
$27M +$8.86M +181,248 +51%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$25.1M +$15.8M +323,524 +185%
TI
19
Truepoint Inc
Ohio
$24.1M -$3.31M -67,740 -12%
LFG
20
Larson Financial Group
Missouri
$23.7M -$4.43M -90,521 -16%
WWP
21
Waypoint Wealth Partners
California
$20.9M +$31.5K +644 +0.2%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$18M +$4.64M +94,916 +36%
Citadel Advisors
23
Citadel Advisors
Florida
$17.8M +$14.3M +292,851 +489%
VCM
24
Versant Capital Management
Arizona
$16.8M -$1.02M -20,795 -6%
CCM
25
Carlson Capital Management
Minnesota
$15.7M +$4M +81,878 +36%

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.