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Avantis Responsible Emerging Markets Equity ETF

43 hedge funds and large institutions have $39.6M invested in Avantis Responsible Emerging Markets Equity ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

19% more funds holding

Funds holding: 3643 (+7)

3.39% more ownership

Funds ownership: 44.17%47.56% (+3.4%)

4% more capital invested

Capital invested by funds: $37.9M → $39.6M (+$1.69M)

Holders
43
Holders Change
+7
Holders Change %
+19.44%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
18
Reduced
8
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
$7.58M +$70.3K +1,319 +0.9%
WCWM
2
Willow Creek Wealth Management
California
$5.23M +$126K +2,360 +2%
Jane Street
3
Jane Street
New York
$4.24M +$2.09M +39,225 +87%
HighTower Advisors
4
HighTower Advisors
Illinois
$3.8M +$183K +3,428 +5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.21M +$163K +3,047 +7%
LAMNM
6
Longview Asset Management (New Mexico)
New Mexico
$1.81M +$1.91M +35,888 New
RP
7
Riverwater Partners
Wisconsin
$1.3M +$1.38M +25,836 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.16M +$1.23M +23,083 New
OWM
9
Opes Wealth Management
California
$1.11M +$18.9K +355 +2%
HFA
10
Highland Financial Advisors
New Jersey
$925K +$13.5K +254 +1%
NCM
11
Northland Capital Management
Minnesota
$772K -$139K -2,610 -15%
OMC
12
Old Mission Capital
Illinois
$753K +$796K +14,932 New
ADL
13
Asset Dedication LLC
California
$734K -$110K -2,071 -12%
JSW
14
Journey Strategic Wealth
New Jersey
$733K +$207K +3,875 +36%
MWM
15
Merriman Wealth Management
Washington
$707K +$36.9K +691 +5%
WA
16
Wealthstream Advisors
New York
$609K +$13.4K +252 +2%
LA
17
LexAurum Advisors
Kansas
$477K +$53.8K +1,009 +12%
Mariner
18
Mariner
Kansas
$466K -$1.18M -22,120 -71%
TWA
19
Trellis Wealth Advisors
California
$452K -$4.8K -90 -1%
TFM
20
Trademark Financial Management
Minnesota
$361K -$956K -17,915 -71%
WP
21
WMS Partners
Maryland
$339K -$8.27K -155 -2%
EWA
22
EP Wealth Advisors
California
$314K +$332K +6,221 New
TFO
23
Tarbox Family Office
California
$309K +$2.72K +51 +0.8%
PL
24
Plancorp LLC
Missouri
$290K
LFA
25
Level Financial Advisors
New York
$283K +$213 +4 +0.1%

AVSE Hedge Fund Activity: Q4 2024 in Review

43 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Avantis Responsible Emerging Markets Equity ETF (AVSE) for Q4 2024, worth a combined $39.6M — up 4.5% from $37.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AVSE positions and 3 closed out — a net gain of 7 holders — while 18 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, adding an estimated $2.09M. The largest seller was Mariner, cutting an estimated $1.18M.

  • 43 institutional investors held Avantis Responsible Emerging Markets Equity ETF (AVSE) as of Q4 2024, up from 36 in Q3 2024.
  • Funds reported $39.6M of Avantis Responsible Emerging Markets Equity ETF stock for Q4 2024, up 4.5% quarter-over-quarter.
  • 10 funds opened new Avantis Responsible Emerging Markets Equity ETF positions in Q4 2024 and 3 closed out, a net change of +7 holders.
  • The largest Avantis Responsible Emerging Markets Equity ETF buyer in Q4 2024 was Jane Street, an estimated $2.09M added.
  • The largest Avantis Responsible Emerging Markets Equity ETF seller in Q4 2024 was Mariner, an estimated $1.18M sold.

Based on aggregated 13F filings for Q4 2024.