Avantis Emerging Markets Value ETF
AVES
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.
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: 3 → 4 (+1)
30% more capital invested
Capital invested by funds: $97.5M → $127M (+$29.3M)
11% more funds holding
Funds holding: 53 → 59 (+6)
0.91% more ownership
Funds ownership: 50.04% → 50.94% (+0.91%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
+$9.57M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.21M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$3.02M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$2.05M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
-$2.39M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.2M |
| 3 |
MWA
Mills Wealth Advisors
Southlake,
Texas
|
-$735K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$617K |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$562K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
51
Allworth Financial
Folsom,
California
| $82.4K | +$43.1K | +1,001 | +108% |
|
|
AAS
52
Ameritas Advisory Services
Lincoln,
Nebraska
| $66.5K | +$67.2K | +1,558 | New |
|
53
Osaic Holdings
Scottsdale,
Arizona
| $59.2K | +$59.7K | +1,386 | New |
|
|
PFBT
54
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $55.4K | +$30K | +697 | +116% |
|
|
CFO
55
CVA Family Office
Denver,
Colorado
| $38.4K | – | – | – |
|
|
MFT
56
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $36.3K | – | – | – |
|
|
GRP
57
Global Retirement Partners
San Rafael,
California
| $11.8K | +$11.9K | +275 | New |
|
|
ASBI
58
American State Bank (Iowa)
Sioux Center,
Iowa
| $2.56K | +$2.59K | +60 | New |
|
59
Commonwealth Equity Services
Waltham,
Massachusetts
| $483 | +$87.9K | +2,040 | +22% |
|
|
60
Citadel Advisors
Miami,
Florida
| – | -$1.2M | -29,192 | Closed |
|
|
MWA
61
Mills Wealth Advisors
Southlake,
Texas
| – | -$735K | -17,933 | Closed |
|
|
62
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$617K | -15,052 | Closed |
|
|
FA
63
Faithward Advisors
Lancaster,
Pennsylvania
| – | -$2.71K | -66 | Closed |
|
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.