Avantis Emerging Markets Value ETF
AVES
63 hedge funds and large institutions have $139M invested in Avantis Emerging Markets Value ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 4 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 17
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
3% more funds holding
Funds holding: 61 → 63 (+2)
4% more capital invested
Capital invested by funds: $134M → $139M (+$4.9M)
0.59% more ownership
Funds ownership: 48.22% → 48.82% (+0.59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$6.5M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$4.36M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$1.52M |
| 4 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
+$750K |
| 5 |
MWP
Meredith Wealth Planning
Maryville,
Illinois
|
+$749K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.3M |
| 2 |
NCM
Northland Capital Management
Virginia,
Minnesota
|
-$1.73M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.71M |
| 4 |
UB
UMB Bank
Kansas City,
Missouri
|
-$1.18M |
| 5 |
FCM
Fortis Capital Management
Bellevue,
Washington
|
-$389K |
AVES Hedge Fund Activity: Q3 2023 in Review
63 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Value ETF (AVES) for Q3 2023, worth a combined $139M — up 3.7% from $134M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AVES positions and 4 closed out — a net gain of 3 holders — while 31 added to existing stakes and 17 trimmed.
The largest buyer was Pathstone Family Office, adding an estimated $6.5M. The largest seller was Jane Street, cutting an estimated $3.3M.
- 63 institutional investors held Avantis Emerging Markets Value ETF (AVES) as of Q3 2023, up from 61 in Q2 2023.
- Funds reported $139M of Avantis Emerging Markets Value ETF stock for Q3 2023, up 3.7% quarter-over-quarter.
- 7 funds opened new Avantis Emerging Markets Value ETF positions in Q3 2023 and 4 closed out, a net change of +3 holders.
- The largest Avantis Emerging Markets Value ETF buyer in Q3 2023 was Pathstone Family Office, an estimated $6.5M added.
- The largest Avantis Emerging Markets Value ETF seller in Q3 2023 was Jane Street, an estimated $3.3M sold.
Based on aggregated 13F filings for Q3 2023.