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AGEM

abrdn Emerging Markets Dividend Active ETF

44 hedge funds and large institutions have $110M invested in abrdn Emerging Markets Dividend Active ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more capital invested

Capital invested by funds: $72.1M → $110M (+$38.2M)

9.1% more ownership

Funds ownership: 33.28%42.38% (+9.1%)

8% less funds holding

Funds holding: 4844 (-4)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

Holders
44
Holders Change
-4
Holders Change %
-8.33%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Waddell & Associates
Tennessee
$37.9M +$39.2M +933,510 New
SCM
2
Sterling Capital Management
North Carolina
$23.6M -$2.03M -48,316 -8%
AWM
3
AE Wealth Management
Kansas
$18.2M -$165K -3,931 -0.9%
SW
4
Simplicity Wealth
New Jersey
$7.43M -$118K -2,809 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.33M -$151K -3,603 -6%
Truist Financial
6
Truist Financial
North Carolina
$2.26M -$68.7K -1,635 -3%
GS
7
GTS Securities
New York
$1.9M +$481K +11,448 +32%
FI
8
FWG Investments
Kentucky
$1.9M -$167K -3,983 -8%
HNB
9
Huntington National Bank
Ohio
$1.78M
LPL Financial
10
LPL Financial
California
$1.74M +$188K +4,480 +12%
LIA
11
LifePlan Investment Advisors
North Carolina
$1.29M -$1.34M -31,941 -50%
OMC
12
Old Mission Capital
Illinois
$1.22M +$769K +18,290 +156%
KFG
13
Kingdom Financial Group
Arizona
$1.2M -$51.5K -1,224 -4%
LAS
14
Lloyd Advisory Services
Georgia
$1.2M +$284K +6,746 +29%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.09M +$50.1K +1,192 +5%
Q1WB
16
Quest 10 Wealth Builders
Virginia
$587K -$19.5K -464 -3%
NA
17
Networth Advisors
Pennsylvania
$490K -$67.3K -1,601 -12%
Morgan Stanley
18
Morgan Stanley
New York
$439K -$147K -3,485 -24%
AWMNH
19
Arcadia Wealth Management (New Hampshire)
New Hampshire
$391K -$4.12K -98 -1%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$373K +$151K +3,586 +64%
Citadel Advisors
21
Citadel Advisors
Florida
$340K +$353K +8,388 New
Cerity Partners
22
Cerity Partners
New York
$330K
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$324K -$25K -594 -7%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$298K +$41K +975 +15%
SW
25
SMART Wealth
Nebraska
$235K +$244K +5,796 New

AGEM Hedge Fund Activity: Q1 2026 in Review

44 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in abrdn Emerging Markets Dividend Active ETF (AGEM) for Q1 2026, worth a combined $110M — up 53% from $72.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of AGEM and 6 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 12 added.

The largest buyer was Waddell & Associates, opening a new position worth an estimated $39.2M. The largest seller was Sterling Capital Management, cutting an estimated $2.03M.

  • 44 institutional investors held abrdn Emerging Markets Dividend Active ETF (AGEM) as of Q1 2026, down from 48 in Q4 2025.
  • Funds reported $110M of abrdn Emerging Markets Dividend Active ETF stock for Q1 2026, up 53% quarter-over-quarter.
  • 6 funds opened new abrdn Emerging Markets Dividend Active ETF positions in Q1 2026 and 7 closed out, a net change of -1 holder.
  • The largest abrdn Emerging Markets Dividend Active ETF buyer in Q1 2026 was Waddell & Associates, an estimated $39.2M added.
  • The largest abrdn Emerging Markets Dividend Active ETF seller in Q1 2026 was Sterling Capital Management, an estimated $2.03M sold.

Based on aggregated 13F filings for Q1 2026.