Avantis Emerging Markets Value ETF
AVES
53 hedge funds and large institutions have $97.5M invested in Avantis Emerging Markets Value ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 3 closing their positions.
533% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 3
188% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 8
89% more capital invested
Capital invested by funds: $51.6M → $97.5M (+$45.9M)
33% more funds holding
Funds holding: 40 → 53 (+13)
10.83% more ownership
Funds ownership: 39.21% → 50.04% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$5.45M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$3.06M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$1.95M |
| 4 |
BAM
Bayshore Asset Management
Coral Gables,
Florida
|
+$1.6M |
| 5 |
AHC
Anderson Hoagland & Co
St Louis,
Missouri
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.06M |
| 2 |
Jane Street
New York
|
-$1.63M |
| 3 |
CPA
Cardiff Park Advisors
Carlsbad,
California
|
-$825K |
| 4 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
-$388K |
| 5 |
SRC
Sage Rhino Capital
Menlo Park,
California
|
-$317K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFT
51
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $34.8K | – | – | – |
|
|
PFBT
52
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $24.6K | +$19.5K | +485 | +422% |
|
|
FA
53
Faithward Advisors
Lancaster,
Pennsylvania
| $2.71K | – | – | – |
|
|
FPAS
54
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| – | -$305K | -8,148 | Closed |
|
55
UBS Group
Zurich,
Switzerland
| – | -$163K | -4,346 | Closed |
|
56
US Bancorp
Minneapolis,
Minnesota
| – | -$8K | -215 | Closed |
|
AVES Hedge Fund Activity: Q4 2022 in Review
53 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Value ETF (AVES) for Q4 2022, worth a combined $97.5M — up 89% from $51.6M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new AVES positions and 3 closed out — a net gain of 16 holders — while 23 added to existing stakes and 8 trimmed.
The largest buyer was Merriman Wealth Management, adding an estimated $5.45M. The largest seller was Old Mission Capital, cutting an estimated $2.06M.
- 53 institutional investors held Avantis Emerging Markets Value ETF (AVES) as of Q4 2022, up from 40 in Q3 2022.
- Funds reported $97.5M of Avantis Emerging Markets Value ETF stock for Q4 2022, up 89% quarter-over-quarter.
- 19 funds opened new Avantis Emerging Markets Value ETF positions in Q4 2022 and 3 closed out, a net change of +16 holders.
- The largest Avantis Emerging Markets Value ETF buyer in Q4 2022 was Merriman Wealth Management, an estimated $5.45M added.
- The largest Avantis Emerging Markets Value ETF seller in Q4 2022 was Old Mission Capital, an estimated $2.06M sold.
Based on aggregated 13F filings for Q4 2022.