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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
MWM
1
Merriman Wealth Management
Washington
$36.9M +$1.18M +23,810 +3%
American Century Companies
2
American Century Companies
Missouri
$35.9M +$5.95M +119,963 +18%
EF
3
Empowered Funds
Pennsylvania
$34.9M +$1.85M +37,246 +5%
CIG
4
CCM Investment Group
Minnesota
$34.9M +$37.4M +753,552 New
ACM
5
Armbruster Capital Management
New York
$14.4M +$405K +8,161 +3%
Jane Street
6
Jane Street
New York
$12.5M +$9.65M +194,433 +255%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$11.1M +$1.04M +21,046 +10%
MWP
8
Meredith Wealth Planning
Illinois
$10.6M +$589K +11,863 +5%
RLIM
9
Red Lighthouse Investment Management
New York
$10.1M +$9.53K +192 +0.1%
BWP
10
BSW Wealth Partners
Colorado
$8.37M -$174K -3,501 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.91M +$1.45M +29,167 +21%
GBFP
12
Golden Bell Financial Planning
Georgia
$7.46M +$8.02M +161,560 New
AHC
13
Anderson Hoagland & Co
Missouri
$7.07M -$35.7K -719 -0.5%
PWM
14
Perigon Wealth Management
California
$6.36M +$193K +3,879 +3%
AFGAS
15
Allegiance Financial Group Advisory Services
Virginia
$5.95M +$719K +14,484 +13%
SDWIA
16
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.81M +$155K +3,120 +3%
AR
17
Apeiron RIA
Texas
$5.34M +$1.62M +32,549 +39%
GSIS
18
Global Strategic Investment Solutions
Arizona
$5.12M +$5.5M +110,922 New
AWM
19
Austin Wealth Management
Texas
$5.08M +$532K +10,714 +11%
EW
20
Enzi Wealth
Texas
$4.62M +$329K +6,629 +7%
SP
21
Symmetry Partners
Connecticut
$4.53M +$3.26M +65,627 +203%
HighTower Advisors
22
HighTower Advisors
Illinois
$4.48M -$163K -3,293 -3%
FDDB
23
Fidelity D&D Bancorp
Pennsylvania
$4.45M +$716K +14,421 +18%
FPAS
24
Focus Partners Advisor Solutions
Missouri
$4.3M +$4.62M +93,073 New
BAM
25
Bayshore Asset Management
Florida
$4.29M +$3.38K +68 +0.1%

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.