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Avantis Responsible Emerging Markets Equity ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2731 (+4)

0.06% more ownership

Funds ownership: 50.3%50.37% (+0.06%)

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
1
Corient Private Wealth
Florida
$7.03M +$33.2K +723 +0.5%
WCWM
2
Willow Creek Wealth Management
California
$4.6M -$716K -15,604 -14%
Jane Street
3
Jane Street
New York
$4M +$1.06M +23,062 +38%
OMC
4
Old Mission Capital
Illinois
$3.38M -$102K -2,231 -3%
HighTower Advisors
5
HighTower Advisors
Illinois
$2.96M +$142K +3,096 +5%
Mariner
6
Mariner
Kansas
$1.44M +$94.6K +2,064 +7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.41M +$32.6K +710 +2%
TFM
8
Trademark Financial Management
Minnesota
$1.14M +$1.09M +23,830 New
NCM
9
Northland Capital Management
Minnesota
$948K +$6.97K +152 +0.8%
HFA
10
Highland Financial Advisors
New Jersey
$764K +$53.9K +1,176 +8%
MWM
11
Merriman Wealth Management
Washington
$677K +$3.26K +71 +0.5%
ADL
12
Asset Dedication LLC
California
$662K +$302K +6,587 +92%
WA
13
Wealthstream Advisors
New York
$599K +$13.8K +300 +2%
WP
14
WMS Partners
Maryland
$519K +$16.1K +352 +3%
TWA
15
Trellis Wealth Advisors
California
$434K +$415K +9,050 New
PL
16
Plancorp LLC
Missouri
$276K
TFO
17
Tarbox Family Office
California
$254K +$19.7K +429 +9%
LFA
18
Level Financial Advisors
New York
$250K +$13.4K +293 +6%
TH
19
Team Hewins
California
$246K +$235K +5,127 New
SC
20
Savant Capital
Illinois
$235K +$224K +4,892 New
TWA
21
TCI Wealth Advisors
Arizona
$216K -$5.14K -112 -2%
AFS
22
Annapolis Financial Services
Maryland
$140K +$130K +2,825 +2,770%
W
23
WealthCollab
Washington
$118K +$113K +2,460 New
PP
24
PrairieView Partners
Minnesota
$94K
OCM
25
Orion Capital Management
California
$55.4K

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.