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Avantis Emerging Markets Value ETF

59 hedge funds and large institutions have $127M invested in Avantis Emerging Markets Value ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 9

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more capital invested

Capital invested by funds: $97.5M → $127M (+$29.3M)

11% more funds holding

Funds holding: 5359 (+6)

0.91% more ownership

Funds ownership: 50.04%50.94% (+0.91%)

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
0.94%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
10
Increased
30
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
26
Asset Dedication LLC
California
$1.04M -$5.04K -117 -0.5%
LPL Financial
27
LPL Financial
California
$881K +$110K +2,541 +14%
MAA
28
Mraz Amerine & Associates
California
$777K +$296K +6,869 +61%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$745K -$562K -13,031 -43%
SM
30
Sensible Money
Arizona
$733K
WP
31
WMS Partners
Maryland
$693K
JCIA
32
Jackson Creek Investment Advisors
Colorado
$636K +$41K +950 +7%
BSW
33
Buckingham Strategic Wealth
Missouri
$604K
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$583K +$19K +441 +3%
SRC
35
Sage Rhino Capital
California
$571K +$141K +3,282 +33%
CIBC World Market
36
CIBC World Market
Ontario, Canada
$501K +$40.5K +939 +9%
NCM
37
NCM Capital Management
New Jersey
$479K
PP
38
PrairieView Partners
Minnesota
$430K
VCM
39
Versant Capital Management
Arizona
$370K +$84.4K +1,958 +29%
ASFA
40
All Season Financial Advisors
Colorado
$287K +$29.7K +690 +11%
WP
41
WealthShield Partners
North Carolina
$283K -$11.3K -261 -4%
BWP
42
Balboa Wealth Partners
Arizona
$283K +$285K +6,618 New
SWM
43
Seed Wealth Management
Illinois
$256K -$43.1K -1,000 -14%
FCM
44
Fortis Capital Management
Washington
$238K +$240K +5,570 New
FWM
45
FMB Wealth Management
California
$234K
CIAS
46
Capital Investment Advisory Services
North Carolina
$223K +$16.2K +375 +8%
IFA
47
Index Fund Advisors
California
$214K +$216K +5,010 New
CPA
48
Cardiff Park Advisors
California
$188K +$16.3K +379 +9%
LG
49
LAM Group
Oregon
$135K
IA
50
IFP Advisors
Florida
$113K

AVES Hedge Fund Activity: Q1 2023 in Review

59 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Value ETF (AVES) for Q1 2023, worth a combined $127M — up 30% from $97.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AVES positions and 4 closed out — a net gain of 6 holders — while 30 added to existing stakes and 9 trimmed.

The largest buyer was Armbruster Capital Management, opening a new position worth an estimated $9.57M. The largest seller was Silicon Hills Wealth Management, cutting an estimated $2.39M.

  • 59 institutional investors held Avantis Emerging Markets Value ETF (AVES) as of Q1 2023, up from 53 in Q4 2022.
  • Funds reported $127M of Avantis Emerging Markets Value ETF stock for Q1 2023, up 30% quarter-over-quarter.
  • 10 funds opened new Avantis Emerging Markets Value ETF positions in Q1 2023 and 4 closed out, a net change of +6 holders.
  • The largest Avantis Emerging Markets Value ETF buyer in Q1 2023 was Armbruster Capital Management, an estimated $9.57M added.
  • The largest Avantis Emerging Markets Value ETF seller in Q1 2023 was Silicon Hills Wealth Management, an estimated $2.39M sold.

Based on aggregated 13F filings for Q1 2023.