Avantis Responsible Emerging Markets Equity ETF
AVSE
32 hedge funds and large institutions have $31.6M invested in Avantis Responsible Emerging Markets Equity ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 4 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
7% more capital invested
Capital invested by funds: $29.6M → $31.6M (+$2.01M)
0.53% more ownership
Funds ownership: 41.63% → 42.16% (+0.53%)
3% less funds holding
Funds holding: 33 → 32 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$3.48M |
| 2 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$213K |
| 3 |
BEW
Burton Enright Welch
Walnut Creek,
California
|
+$213K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$128K |
| 5 |
HFA
Highland Financial Advisors
Wayne,
New Jersey
|
+$111K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.94M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$699K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$382K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$370K |
| 5 |
WP
WMS Partners
Towson,
Maryland
|
-$260K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PP
26
PrairieView Partners
St. Paul,
Minnesota
| $116K | +$13.6K | +268 | +14% |
|
|
AA
27
Addison Advisors
Middlebury,
Vermont
| $102K | +$99.9K | +1,970 | New |
|
|
TWD
28
True Wealth Design
Akron,
Ohio
| $90.8K | – | – | – |
|
|
OCM
29
Orion Capital Management
Coronado,
California
| $59.8K | – | – | – |
|
|
RLIM
30
Red Lighthouse Investment Management
New York
| $57.8K | – | – | – |
|
|
EWP
31
Elevation Wealth Partners
Santa Rosa,
California
| $25K | +$203 | +4 | +0.8% |
|
|
SRCM
32
Signature Resources Capital Management
Newport Beach,
California
| $7.71K | -$862 | -17 | -10% |
|
|
33
Citadel Advisors
Miami,
Florida
| – | -$699K | -14,256 | Closed |
|
|
34
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$382K | -7,718 | Closed |
|
|
GWM
35
Grand Wealth Management
Grand Rapids,
Michigan
| – | -$29.4K | -600 | Closed |
|
|
MFC
36
Morris Financial Concepts
Mount Pleasant,
South Carolina
| – | -$6.38K | -130 | Closed |
|
AVSE Hedge Fund Activity: Q2 2024 in Review
32 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible Emerging Markets Equity ETF (AVSE) for Q2 2024, worth a combined $31.6M — up 6.8% from $29.6M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of AVSE and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 14 added.
The largest buyer was Corient Private Wealth, adding an estimated $3.48M. The largest seller was Jane Street, cutting an estimated $1.94M.
- 32 institutional investors held Avantis Responsible Emerging Markets Equity ETF (AVSE) as of Q2 2024, down from 33 in Q1 2024.
- Funds reported $31.6M of Avantis Responsible Emerging Markets Equity ETF stock for Q2 2024, up 6.8% quarter-over-quarter.
- 3 funds opened new Avantis Responsible Emerging Markets Equity ETF positions in Q2 2024 and 4 closed out, a net change of -1 holder.
- The largest Avantis Responsible Emerging Markets Equity ETF buyer in Q2 2024 was Corient Private Wealth, an estimated $3.48M added.
- The largest Avantis Responsible Emerging Markets Equity ETF seller in Q2 2024 was Jane Street, an estimated $1.94M sold.
Based on aggregated 13F filings for Q2 2024.