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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
AF
101
Allworth Financial
California
$47.5K
OSAM
102
O'Shaughnessy Asset Management
Connecticut
$31.8K
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$27.7K +$1.24K +25 +4%
UBS Group
104
UBS Group
Switzerland
$17.3K +$13.4K +271 +263%
Bessemer Group
105
Bessemer Group
New Jersey
$17K
W
106
WealthCollab
Washington
$15.8K
KPP
107
Kings Path Partners
Texas
$15.7K
OCM
108
Orion Capital Management
California
$15.2K +$16.3K +329 New
BHWM
109
Beaird Harris Wealth Management
Texas
$14.1K
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$8K +$9.03K +182 New
EWA
111
Elevate Wealth Advisory
Georgia
$7.95K
MFT
112
Moisand Fitzgerald Tamayo
Florida
$3.19K -$46.4K -935 -93%
RIL
113
Rothschild Investment LLC
Illinois
$2.78K +$99 +2 +3%
KIM
114
Kestra Investment Management
Texas
$2.43K +$2.63K +53 New
GRP
115
Global Retirement Partners
California
$2.31K
Fidelity Investments
116
Fidelity Investments
Massachusetts
$1.82K +$1.94K +39 New
1IA
117
1620 Investment Advisors
Massachusetts
$1.16K
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
-$829K -15,896 Closed
BWP
119
Balboa Wealth Partners
Arizona
-$255K -4,890 Closed
LPP
120
Life Planning Partners
Florida
-$215K -4,130 Closed
CPA
121
Capital Performance Advisors
California
-$37.6K -721 Closed
RWM
122
Ruedi Wealth Management
Illinois
-$1.09K -21 Closed
CPA
123
Clear Point Advisors
New York
-$85 -2 Closed

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.