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Avantis Responsible Emerging Markets Equity ETF

36 hedge funds and large institutions have $37.9M invested in Avantis Responsible Emerging Markets Equity ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

20% more capital invested

Capital invested by funds: $31.6M → $37.9M (+$6.25M)

13% more funds holding

Funds holding: 3236 (+4)

2.01% more ownership

Funds ownership: 42.16%44.17% (+2%)

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
1
Corient Private Wealth
Florida
$8.24M +$32.4K +620 +0.4%
WCWM
2
Willow Creek Wealth Management
California
$5.6M +$201K +3,853 +4%
HighTower Advisors
3
HighTower Advisors
Illinois
$3.98M -$54.1K -1,034 -1%
Jane Street
4
Jane Street
New York
$2.48M +$1.08M +20,586 +85%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.26M +$672K +12,862 +46%
Mariner
6
Mariner
Kansas
$1.73M -$209 -4 -0%
TFM
7
Trademark Financial Management
Minnesota
$1.39M +$5.28K +101 +0.4%
OWM
8
Opes Wealth Management
California
$1.2M +$39.5K +755 +4%
Citadel Advisors
9
Citadel Advisors
Florida
$1.03M +$972K +18,599 New
HFA
10
Highland Financial Advisors
New Jersey
$1M +$29K +554 +3%
NCM
11
Northland Capital Management
Minnesota
$992K -$12.1K -231 -1%
ADL
12
Asset Dedication LLC
California
$920K +$157K +3,005 +22%
MWM
13
Merriman Wealth Management
Washington
$737K
WA
14
Wealthstream Advisors
New York
$654K -$17K -325 -3%
JSW
15
Journey Strategic Wealth
New Jersey
$590K +$557K +10,659 New
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$551K +$515K +9,844 New
TWA
17
Trellis Wealth Advisors
California
$501K
LA
18
LexAurum Advisors
Kansas
$468K +$442K +8,457 New
WP
19
WMS Partners
Maryland
$381K +$46.9K +898 +15%
TFO
20
Tarbox Family Office
California
$336K +$30K +574 +10%
PL
21
Plancorp LLC
Missouri
$318K
LFA
22
Level Financial Advisors
New York
$310K
TH
23
Team Hewins
California
$283K -$1.67K -32 -0.6%
SC
24
Savant Capital
Illinois
$275K +$2.46K +47 +1%
TWA
25
TCI Wealth Advisors
Arizona
$250K

AVSE Hedge Fund Activity: Q3 2024 in Review

36 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible Emerging Markets Equity ETF (AVSE) for Q3 2024, worth a combined $37.9M — up 20% from $31.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AVSE positions and 2 closed out — a net gain of 4 holders — while 14 added to existing stakes and 7 trimmed.

The largest buyer was Jane Street, adding an estimated $1.08M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.14M sold.

  • 36 institutional investors held Avantis Responsible Emerging Markets Equity ETF (AVSE) as of Q3 2024, up from 32 in Q2 2024.
  • Funds reported $37.9M of Avantis Responsible Emerging Markets Equity ETF stock for Q3 2024, up 20% quarter-over-quarter.
  • 6 funds opened new Avantis Responsible Emerging Markets Equity ETF positions in Q3 2024 and 2 closed out, a net change of +4 holders.
  • The largest Avantis Responsible Emerging Markets Equity ETF buyer in Q3 2024 was Jane Street, an estimated $1.08M added.
  • The largest Avantis Responsible Emerging Markets Equity ETF seller in Q3 2024 was Old Mission Capital, an estimated $1.14M sold.

Based on aggregated 13F filings for Q3 2024.