Avantis Emerging Markets Equity ETF
AVEM
264 hedge funds and large institutions have $2.31B invested in Avantis Emerging Markets Equity ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 127 increasing their positions, 56 reducing their positions, and 9 closing their positions.
467% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 9
127% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 56
18% more funds holding
Funds holding: 224 → 264 (+40)
14% more capital invested
Capital invested by funds: $2.03B → $2.31B (+$279M)
0% more funds holding in top 10
Funds holding in top 10: 35 → 35 (0)
2.97% less ownership
Funds ownership: 85.03% → 82.06% (-3%)
95% less call options, than puts
Call options by funds: $21K | Put options by funds: $439K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$37.4M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$29.4M |
| 3 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
+$27.5M |
| 4 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$27M |
| 5 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$76.6M |
| 2 |
Jane Street
New York
|
-$18.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$14.5M |
| 4 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$9.08M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$5.63M |
AVEM Hedge Fund Activity: Q1 2023 in Review
264 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q1 2023, worth a combined $2.31B — up 14% from $2.03B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new AVEM positions and 9 closed out — a net gain of 42 holders — while 127 added to existing stakes and 56 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $37.4M. The largest seller was Creative Planning, cutting an estimated $76.6M.
- 264 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q1 2023, up from 224 in Q4 2022.
- Funds reported $2.31B of Avantis Emerging Markets Equity ETF stock for Q1 2023, up 14% quarter-over-quarter.
- 51 funds opened new Avantis Emerging Markets Equity ETF positions in Q1 2023 and 9 closed out, a net change of +42 holders.
- The largest Avantis Emerging Markets Equity ETF buyer in Q1 2023 was Morgan Stanley, an estimated $37.4M added.
- The largest Avantis Emerging Markets Equity ETF seller in Q1 2023 was Creative Planning, an estimated $76.6M sold.
Based on aggregated 13F filings for Q1 2023.