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Avantis Responsible Emerging Markets Equity ETF

64 hedge funds and large institutions have $118M invested in Avantis Responsible Emerging Markets Equity ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

32% more capital invested

Capital invested by funds: $89.1M → $118M (+$28.9M)

18.29% more ownership

Funds ownership: 52.74%71.02% (+18%)

2% more funds holding

Funds holding: 6364 (+1)

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
10
Increased
24
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
26
Trellis Wealth Advisors
California
$569K -$26.5K -382 -4%
AWM
27
Apollon Wealth Management
South Carolina
$567K +$121K +1,743 +26%
LA
28
LexAurum Advisors
Kansas
$504K +$526K +7,571 New
WCFA
29
Walkner Condon Financial Advisors
Wisconsin
$470K -$23.8K -342 -5%
TH
30
Team Hewins
California
$452K -$15.3K -220 -3%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$429K +$93.6K +1,347 +26%
MGW
32
MB Generational Wealth
Washington
$423K -$24.1K -347 -5%
PL
33
Plancorp LLC
Missouri
$411K
LFA
34
Level Financial Advisors
New York
$411K +$38.8K +558 +10%
TFO
35
Tarbox Family Office
California
$406K -$347 -5 -0.1%
FPAS
36
Focus Partners Advisor Solutions
Missouri
$392K +$51.1K +736 +14%
LRIA
37
Leonard Rickey Investment Advisors
Washington
$375K +$5.76K +83 +1%
DF
38
Dunhill Financial
United Kingdom
$352K +$366K +5,268 +29,267%
CW
39
Curio Wealth
Maryland
$345K
HWM
40
HB Wealth Management
Georgia
$332K -$97.5K -1,404 -22%
PAG
41
Private Advisor Group
New Jersey
$290K +$303K +4,356 New
CFGA
42
Cambridge Financial Group (Arizona)
Arizona
$273K +$285K +4,101 New
Truist Financial
43
Truist Financial
North Carolina
$265K +$20.6K +296 +8%
AFG
44
ABLE Financial Group
Arizona
$263K -$2.08K -30 -0.8%
KLI
45
Kelman-Lazarov Inc
Tennessee
$247K -$972 -14 -0.4%
TWA
46
TCI Wealth Advisors
Arizona
$241K -$7.78K -112 -3%
AA
47
Addison Advisors
Vermont
$237K
FPI
48
Financial Plan Inc
Washington
$211K
TFM
49
Trademark Financial Management
Minnesota
$205K -$560K -8,056 -72%
TWD
50
True Wealth Design
Ohio
$169K -$2.5K -36 -1%

AVSE Hedge Fund Activity: Q1 2026 in Review

64 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible Emerging Markets Equity ETF (AVSE) for Q1 2026, worth a combined $118M — up 32% from $89.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AVSE positions and 7 closed out — a net gain of 3 holders — while 24 added to existing stakes and 18 trimmed.

The largest buyer was MASECO Private Wealth, opening a new position worth an estimated $30.2M. The largest seller was Northwest & Ethical Investments, exiting entirely with an estimated $14.5M sold.

  • 64 institutional investors held Avantis Responsible Emerging Markets Equity ETF (AVSE) as of Q1 2026, up from 63 in Q4 2025.
  • Funds reported $118M of Avantis Responsible Emerging Markets Equity ETF stock for Q1 2026, up 32% quarter-over-quarter.
  • 10 funds opened new Avantis Responsible Emerging Markets Equity ETF positions in Q1 2026 and 7 closed out, a net change of +3 holders.
  • The largest Avantis Responsible Emerging Markets Equity ETF buyer in Q1 2026 was MASECO Private Wealth, an estimated $30.2M added.
  • The largest Avantis Responsible Emerging Markets Equity ETF seller in Q1 2026 was Northwest & Ethical Investments, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2026.