Avantis Responsible Emerging Markets Equity ETF
AVSE
31 hedge funds and large institutions have $32.6M invested in Avantis Responsible Emerging Markets Equity ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 3 closing their positions.
433% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 3
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
16% more capital invested
Capital invested by funds: $28.2M → $32.6M (+$4.39M)
15% more funds holding
Funds holding: 27 → 31 (+4)
0.06% more ownership
Funds ownership: 50.3% → 50.37% (+0.06%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.06M |
| 2 |
TWA
Trellis Wealth Advisors
San Luis Obispo,
California
|
+$415K |
| 3 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$302K |
| 4 |
TH
Team Hewins
Redwood City,
California
|
+$235K |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
+$224K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCWM
Willow Creek Wealth Management
Sebastopol,
California
|
-$716K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$574K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$323K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$102K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RLIM
26
Red Lighthouse Investment Management
New York
| $46.3K | +$11.2K | +245 | +34% |
|
|
TWD
27
True Wealth Design
Akron,
Ohio
| $45.8K | +$43.8K | +956 | New |
|
|
GWM
28
Grand Wealth Management
Grand Rapids,
Michigan
| $28.8K | +$21K | +457 | +320% |
|
|
EWP
29
Elevation Wealth Partners
Santa Rosa,
California
| $21K | – | – | – |
|
|
MFC
30
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $8.87K | – | – | – |
|
|
SRCM
31
Signature Resources Capital Management
Newport Beach,
California
| $7.96K | +$7.61K | +166 | New |
|
|
32
Citadel Advisors
Miami,
Florida
| – | -$574K | -12,793 | Closed |
|
|
33
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$323K | -6,974 | Closed |
|
|
34
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$6K | -140 | Closed |
|
AVSE Hedge Fund Activity: Q4 2023 in Review
31 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible Emerging Markets Equity ETF (AVSE) for Q4 2023, worth a combined $32.6M — up 16% from $28.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AVSE positions and 3 closed out — a net gain of 4 holders — while 16 added to existing stakes and 3 trimmed.
The largest buyer was Jane Street, adding an estimated $1.06M. The largest seller was Willow Creek Wealth Management, cutting an estimated $716K.
- 31 institutional investors held Avantis Responsible Emerging Markets Equity ETF (AVSE) as of Q4 2023, up from 27 in Q3 2023.
- Funds reported $32.6M of Avantis Responsible Emerging Markets Equity ETF stock for Q4 2023, up 16% quarter-over-quarter.
- 7 funds opened new Avantis Responsible Emerging Markets Equity ETF positions in Q4 2023 and 3 closed out, a net change of +4 holders.
- The largest Avantis Responsible Emerging Markets Equity ETF buyer in Q4 2023 was Jane Street, an estimated $1.06M added.
- The largest Avantis Responsible Emerging Markets Equity ETF seller in Q4 2023 was Willow Creek Wealth Management, an estimated $716K sold.
Based on aggregated 13F filings for Q4 2023.