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Avantis Emerging Markets Equity ETF

293 hedge funds and large institutions have $3.48B invested in Avantis Emerging Markets Equity ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 165 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

162% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 63

21% more funds holding in top 10

Funds holding in top 10: 3846 (+8)

16% more capital invested

Capital invested by funds: $3B → $3.48B (+$483M)

7% more funds holding

Funds holding: 273293 (+20)

4.07% more ownership

Funds ownership: 88.67%92.74% (+4.1%)

Holders
293
Holders Change
+20
Holders Change %
+7.33%
% of All Funds
4.65%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.73%
New
32
Increased
165
Reduced
63
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$585M +$48.4M +891,522 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$319M +$121M +2,223,331 +58%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$291M +$108M +1,990,140 +56%
Morgan Stanley
4
Morgan Stanley
New York
$131M +$11.5M +211,881 +9%
AAS
5
Annex Advisory Services
Wisconsin
$96.3M +$15.6M +286,506 +19%
Creative Planning
6
Creative Planning
Kansas
$90.7M -$12.9M -237,335 -12%
Cerity Partners
7
Cerity Partners
New York
$86.6M +$89.1M +1,640,638 New
PFA
8
Pure Financial Advisors
California
$78.8M +$931K +17,140 +1%
CWM
9
Congress Wealth Management
Massachusetts
$75.2M +$16M +293,898 +26%
HighTower Advisors
10
HighTower Advisors
Illinois
$73.9M +$289K +5,319 +0.4%
HTC
11
Haverford Trust Company
Pennsylvania
$71.5M +$1.02M +18,848 +1%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$69.7M +$25.2M +463,773 +54%
American Century Companies
13
American Century Companies
Missouri
$67.7M -$3.65M -67,220 -5%
WP
14
WMS Partners
Maryland
$48.1M +$1.44M +26,479 +3%
Corient Private Wealth
15
Corient Private Wealth
Florida
$41.5M +$2.51M +46,112 +6%
LPL Financial
16
LPL Financial
California
$39.4M +$9.38M +172,716 +30%
AP
17
Adero Partners
California
$37M +$2.6M +47,872 +7%
BHWM
18
Beaird Harris Wealth Management
Texas
$32.9M +$771K +14,193 +2%
LFG
19
Larson Financial Group
Missouri
$31.5M +$2.37M +43,658 +8%
FM
20
Foster & Motley
Ohio
$29.9M +$716K +13,180 +2%
SP
21
Symmetry Partners
Connecticut
$27.7M -$2.45M -45,030 -8%
AP
22
Atwood & Palmer
Missouri
$25.5M +$9.22M +169,595 +54%
RWM
23
Rockwood Wealth Management
Pennsylvania
$24.1M +$2.68M +49,333 +12%
TI
24
Truepoint Inc
Ohio
$23.5M -$481K -8,856 -2%
Jane Street
25
Jane Street
New York
$23.5M -$371K -6,830 -2%

AVEM Hedge Fund Activity: Q3 2023 in Review

293 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q3 2023, worth a combined $3.48B — up 16% from $3B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AVEM positions and 10 closed out — a net gain of 22 holders — while 165 added to existing stakes and 63 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $121M. The largest seller was Aprio Wealth Management, cutting an estimated $27.9M.

  • 293 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q3 2023, up from 273 in Q2 2023.
  • Funds reported $3.48B of Avantis Emerging Markets Equity ETF stock for Q3 2023, up 16% quarter-over-quarter.
  • 32 funds opened new Avantis Emerging Markets Equity ETF positions in Q3 2023 and 10 closed out, a net change of +22 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $121M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q3 2023 was Aprio Wealth Management, an estimated $27.9M sold.

Based on aggregated 13F filings for Q3 2023.