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AGEM

abrdn Emerging Markets Dividend Active ETF

48 hedge funds and large institutions have $72.1M invested in abrdn Emerging Markets Dividend Active ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,284% more capital invested

Capital invested by funds: $3.02M → $72.1M (+$69.1M)

1,033% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 3

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

167% more funds holding

Funds holding: 1848 (+30)

29.9% more ownership

Funds ownership: 3.38%33.28% (+30%)

Holders
48
Holders Change
+30
Holders Change %
+166.67%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
6
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Sterling Capital Management
North Carolina
$24.1M +$23.8M +629,063 New
AWM
2
AE Wealth Management
Kansas
$17.3M +$17.1M +451,982 New
SW
3
Simplicity Wealth
New Jersey
$7.14M +$7.03M +186,002 New
LIA
4
LifePlan Investment Advisors
North Carolina
$2.45M +$2.41M +63,786 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.35M +$2.31M +61,100 New
Truist Financial
6
Truist Financial
North Carolina
$2.2M +$2.17M +57,371 New
FI
7
FWG Investments
Kentucky
$1.95M +$1.92M +50,839 New
HNB
8
Huntington National Bank
Ohio
$1.68M
LPL Financial
9
LPL Financial
California
$1.47M +$1.25M +32,947 +609%
GS
10
GTS Securities
New York
$1.36M +$1.34M +35,480 New
KFG
11
Kingdom Financial Group
Arizona
$1.19M +$1.17M +30,926 New
Jane Street
12
Jane Street
New York
$1.11M -$151K -3,988 -12%
Osaic Holdings
13
Osaic Holdings
Arizona
$987K +$517K +13,672 +114%
LAS
14
Lloyd Advisory Services
Georgia
$881K +$868K +22,956 New
Q1WB
15
Quest 10 Wealth Builders
Virginia
$574K +$565K +14,944 New
Morgan Stanley
16
Morgan Stanley
New York
$549K +$363K +9,596 +203%
NA
17
Networth Advisors
Pennsylvania
$525K +$517K +13,681 New
OMC
18
Old Mission Capital
Illinois
$451K +$445K +11,761 New
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$444K +$417K +11,033 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$429K +$149K +3,930 +54%
AWMNH
21
Arcadia Wealth Management (New Hampshire)
New Hampshire
$373K +$368K +9,728 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$330K +$325K +8,585 New
Cerity Partners
23
Cerity Partners
New York
$312K +$307K +8,135 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$245K +$241K +6,383 New
BOSSRA
25
B.O.S.S. Retirement Advisors
Utah
$222K +$219K +5,794 New

AGEM Hedge Fund Activity: Q4 2025 in Review

48 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in abrdn Emerging Markets Dividend Active ETF (AGEM) for Q4 2025, worth a combined $72.1M — up 2,284% from $3.02M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AGEM positions and 3 closed out — a net gain of 31 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Sterling Capital Management, opening a new position worth an estimated $23.8M. The largest seller was Jane Street, cutting an estimated $151K.

  • 48 institutional investors held abrdn Emerging Markets Dividend Active ETF (AGEM) as of Q4 2025, up from 18 in Q3 2025.
  • Funds reported $72.1M of abrdn Emerging Markets Dividend Active ETF stock for Q4 2025, up 2,284% quarter-over-quarter.
  • 34 funds opened new abrdn Emerging Markets Dividend Active ETF positions in Q4 2025 and 3 closed out, a net change of +31 holders.
  • The largest abrdn Emerging Markets Dividend Active ETF buyer in Q4 2025 was Sterling Capital Management, an estimated $23.8M added.
  • The largest abrdn Emerging Markets Dividend Active ETF seller in Q4 2025 was Jane Street, an estimated $151K sold.

Based on aggregated 13F filings for Q4 2025.