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Avantis Responsible Emerging Markets Equity ETF

20 hedge funds and large institutions have $33M invested in Avantis Responsible Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

218% more capital invested

Capital invested by funds: $10.4M → $33M (+$22.6M)

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

122% more funds holding

Funds holding: 920 (+11)

14.36% more ownership

Funds ownership: 67.01%81.37% (+14%)

Holders
20
Holders Change
+11
Holders Change %
+122.22%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
5
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$8.91M +$8.24M +200,746 +2,540%
KAS
2
Kestra Advisory Services
Texas
$5.2M +$5M +121,730 New
Corient Private Wealth
3
Corient Private Wealth
Florida
$4.96M +$4.77M +116,245 New
WCWM
4
Willow Creek Wealth Management
California
$4.57M +$2.81M +68,399 +177%
NCM
5
Northland Capital Management
Minnesota
$2.68M -$51.9K -1,263 -2%
HighTower Advisors
6
HighTower Advisors
Illinois
$2.59M -$525K -12,772 -17%
OMC
7
Old Mission Capital
Illinois
$1.27M +$1.22M +29,652 New
MWM
8
Merriman Wealth Management
Washington
$666K +$252K +6,143 +65%
HFA
9
Highland Financial Advisors
New Jersey
$501K +$29.8K +726 +7%
WA
10
Wealthstream Advisors
New York
$338K +$325K +7,911 New
WP
11
WMS Partners
Maryland
$332K +$319K +7,764 New
PL
12
Plancorp LLC
Missouri
$246K +$236K +5,755 New
TH
13
Team Hewins
California
$203K +$195K +4,757 New
TWA
14
TCI Wealth Advisors
Arizona
$197K +$189K +4,613 New
ADL
15
Asset Dedication LLC
California
$143K +$138K +3,368 New
PP
16
PrairieView Partners
Minnesota
$67K +$21.3K +519 +49%
UBS Group
17
UBS Group
Switzerland
$63K +$60.6K +1,475 New
ASN
18
Advisory Services Network
Georgia
$37.6K +$36.1K +880 New
RLIM
19
Red Lighthouse Investment Management
New York
$29.9K +$28.8K +701 New
GWM
20
Grand Wealth Management
Michigan
$6.11K +$5.87K +143 New
Citadel Advisors
21
Citadel Advisors
Florida
-$2.01M -51,796 Closed

AVSE Hedge Fund Activity: Q4 2022 in Review

20 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible Emerging Markets Equity ETF (AVSE) for Q4 2022, worth a combined $33M — up 218% from $10.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AVSE positions and 1 closed out — a net gain of 12 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Jane Street, adding an estimated $8.24M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.01M sold.

  • 20 institutional investors held Avantis Responsible Emerging Markets Equity ETF (AVSE) as of Q4 2022, up from 9 in Q3 2022.
  • Funds reported $33M of Avantis Responsible Emerging Markets Equity ETF stock for Q4 2022, up 218% quarter-over-quarter.
  • 13 funds opened new Avantis Responsible Emerging Markets Equity ETF positions in Q4 2022 and 1 closed out, a net change of +12 holders.
  • The largest Avantis Responsible Emerging Markets Equity ETF buyer in Q4 2022 was Jane Street, an estimated $8.24M added.
  • The largest Avantis Responsible Emerging Markets Equity ETF seller in Q4 2022 was Citadel Advisors, an estimated $2.01M sold.

Based on aggregated 13F filings for Q4 2022.