Avantis Emerging Markets Value ETF
AVES
7 hedge funds and large institutions have $13.5M invested in Avantis Emerging Markets Value ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.
600% more funds holding
Funds holding: 1 → 7 (+6)
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
316% more capital invested
Capital invested by funds: $3.24M → $13.5M (+$10.2M)
28.96% more ownership
Funds ownership: 0% → 28.96% (+29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$8.89M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$1.24M |
| 3 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$1.15M |
| 4 |
SRC
Sage Rhino Capital
Menlo Park,
California
|
+$364K |
| 5 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$17.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.24M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
1
Merriman Wealth Management
Seattle,
Washington
| $8.96M | +$8.89M | +177,112 | New |
|
|
JMPWA
2
JP Morgan Private Wealth Advisors
San Francisco,
California
| $1.25M | +$1.24M | +24,734 | New |
|
|
TIM
3
Tortoise Investment Management
White Plains,
New York
| $1.15M | +$1.15M | +22,815 | New |
|
|
AR
4
Apeiron RIA
Dallas,
Texas
| $940K | +$932K | +18,573 | New |
|
|
CPA
5
Cardiff Park Advisors
Carlsbad,
California
| $791K | +$784K | +15,630 | New |
|
|
SRC
6
Sage Rhino Capital
Menlo Park,
California
| $367K | +$364K | +7,259 | New |
|
|
ADL
7
Asset Dedication LLC
San Francisco,
California
| $17K | +$17.7K | +352 | New |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$3.24M | -64,562 | Closed |
|
AVES Hedge Fund Activity: Q4 2021 in Review
7 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Value ETF (AVES) for Q4 2021, worth a combined $13.5M — up 316% from $3.24M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AVES positions and 1 closed out — a net gain of 6 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Merriman Wealth Management, opening a new position worth an estimated $8.89M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.24M sold.
- 7 institutional investors held Avantis Emerging Markets Value ETF (AVES) as of Q4 2021, up from 1 in Q3 2021.
- Funds reported $13.5M of Avantis Emerging Markets Value ETF stock for Q4 2021, up 316% quarter-over-quarter.
- 7 funds opened new Avantis Emerging Markets Value ETF positions in Q4 2021 and 1 closed out, a net change of +6 holders.
- The largest Avantis Emerging Markets Value ETF buyer in Q4 2021 was Merriman Wealth Management, an estimated $8.89M added.
- The largest Avantis Emerging Markets Value ETF seller in Q4 2021 was Citadel Advisors, an estimated $3.24M sold.
Based on aggregated 13F filings for Q4 2021.