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Avantis Emerging Markets Value ETF

121 hedge funds and large institutions have $417M invested in Avantis Emerging Markets Value ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 24

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

12% more capital invested

Capital invested by funds: $372M → $417M (+$44.5M)

3% more funds holding

Funds holding: 117121 (+4)

0.81% more ownership

Funds ownership: 71.43%72.24% (+0.81%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
1.62%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
15
Increased
57
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
101
Private Trust Company
Ohio
$91.7K
Osaic Holdings
102
Osaic Holdings
Arizona
$88.1K
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$81.7K +$53K +1,132 +189%
Morgan Stanley
104
Morgan Stanley
New York
$76K
PS
105
Principal Securities
Iowa
$55.9K
PFBT
106
Parkside Financial Bank & Trust
Missouri
$54.1K -$8.15K -174 -13%
AF
107
Allworth Financial
California
$44.4K -$4.59K -98 -10%
KPP
108
Kings Path Partners
Texas
$29.4K +$13.4K +285 +84%
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$27.4K -$5.06K -108 -16%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$22.5K +$22.3K +477 New
W
111
WealthCollab
Washington
$16K -$47 -1 -0.3%
NP
112
NorthRock Partners
Minnesota
$15K +$14.9K +318 New
BHWM
113
Beaird Harris Wealth Management
Texas
$14.4K
UBS Group
114
UBS Group
Switzerland
$12K -$5.62K -120 -32%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$9K
EWA
116
Elevate Wealth Advisory
Georgia
$8.11K
Fidelity Investments
117
Fidelity Investments
Massachusetts
$5.97K +$4.12K +88 +226%
OCM
118
Orion Capital Management
California
$4.24K -$11.2K -239 -73%
MFT
119
Moisand Fitzgerald Tamayo
Florida
$3.25K
RIL
120
Rothschild Investment LLC
Illinois
$2.83K
1IA
121
1620 Investment Advisors
Massachusetts
$1.18K
OMC
122
Old Mission Capital
Illinois
-$1.91M -41,350 Closed
WP
123
WMS Partners
Maryland
-$498K -10,781 Closed
AWM
124
Accredited Wealth Management
Kentucky
-$388K -8,409 Closed
JP Morgan Chase
125
JP Morgan Chase
New York
-$313K -6,782 Closed

AVES Hedge Fund Activity: Q1 2025 in Review

121 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Value ETF (AVES) for Q1 2025, worth a combined $417M — up 12% from $372M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AVES positions and 9 closed out — a net gain of 6 holders — while 57 added to existing stakes and 24 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $38M. The largest seller was Jane Street, cutting an estimated $10.3M.

  • 121 institutional investors held Avantis Emerging Markets Value ETF (AVES) as of Q1 2025, up from 117 in Q4 2024.
  • Funds reported $417M of Avantis Emerging Markets Value ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 15 funds opened new Avantis Emerging Markets Value ETF positions in Q1 2025 and 9 closed out, a net change of +6 holders.
  • The largest Avantis Emerging Markets Value ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $38M added.
  • The largest Avantis Emerging Markets Value ETF seller in Q1 2025 was Jane Street, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2025.