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Avantis Emerging Markets Value ETF

117 hedge funds and large institutions have $372M invested in Avantis Emerging Markets Value ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

186% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 21

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

15% more capital invested

Capital invested by funds: $323M → $372M (+$49.2M)

11% more funds holding

Funds holding: 105117 (+12)

10.72% more ownership

Funds ownership: 60.71%71.43% (+11%)

Holders
117
Holders Change
+12
Holders Change %
+11.43%
% of All Funds
1.54%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
19
Increased
60
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$4.23M -$236K -4,755 -5%
MGW
27
MB Generational Wealth
Washington
$4.02M +$57K +1,148 +1%
OA
28
Oceanside Advisors
South Carolina
$3.94M +$132K +2,651 +3%
FWM
29
Fortress Wealth Management
California
$3.63M +$747K +15,047 +24%
BWMG
30
Bannerman Wealth Management Group
Texas
$3.38M +$3.63M +73,073 New
PWM
31
Parkshore Wealth Management
California
$3.29M +$3.54M +71,318 New
TIM
32
Tortoise Investment Management
New York
$2.93M +$302K +6,094 +11%
NCM
33
Northland Capital Management
Minnesota
$2.81M -$240K -4,843 -7%
CL
34
CSS LLC
Illinois
$2.76M
CFP
35
Cascade Financial Partners
California
$2.61M +$136K +2,734 +5%
CC
36
Callan Capital
California
$2.41M +$838K +16,876 +48%
MML Investors Services
37
MML Investors Services
Massachusetts
$2.38M +$215K +4,335 +9%
Creative Planning
38
Creative Planning
Kansas
$2.28M -$135K -2,713 -5%
PAG
39
Private Advisor Group
New Jersey
$2.06M -$2.84M -57,319 -56%
SB
40
Strategic Blueprint
Georgia
$2.03M +$144K +2,900 +7%
OMC
41
Old Mission Capital
Illinois
$1.91M -$1.29M -25,987 -39%
LPL Financial
42
LPL Financial
California
$1.85M +$353K +7,120 +22%
AWM
43
Axxcess Wealth Management
California
$1.64M +$165K +3,324 +10%
WPC
44
Wedmont Private Capital
Pennsylvania
$1.54M +$9.97K +201 +0.6%
BDWCC
45
B&D White Capital Company
Texas
$1.35M +$414K +8,347 +40%
CPWM
46
Cypress Point Wealth Management
Texas
$1.34M +$96.9K +1,952 +7%
CBT
47
CoreFirst Bank & Trust
Kansas
$1.33M +$188K +3,785 +15%
ADL
48
Asset Dedication LLC
California
$1.16M -$248 -5 -0%
UB
49
UMB Bank
Missouri
$1.11M -$6.15K -124 -0.5%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$1.03M +$1.29K +26 +0.1%

AVES Hedge Fund Activity: Q4 2024 in Review

117 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Value ETF (AVES) for Q4 2024, worth a combined $372M — up 15% from $323M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AVES positions and 6 closed out — a net gain of 13 holders — while 60 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, adding an estimated $9.65M. The largest seller was Private Advisor Group, cutting an estimated $2.84M.

  • 117 institutional investors held Avantis Emerging Markets Value ETF (AVES) as of Q4 2024, up from 105 in Q3 2024.
  • Funds reported $372M of Avantis Emerging Markets Value ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 19 funds opened new Avantis Emerging Markets Value ETF positions in Q4 2024 and 6 closed out, a net change of +13 holders.
  • The largest Avantis Emerging Markets Value ETF buyer in Q4 2024 was Jane Street, an estimated $9.65M added.
  • The largest Avantis Emerging Markets Value ETF seller in Q4 2024 was Private Advisor Group, an estimated $2.84M sold.

Based on aggregated 13F filings for Q4 2024.