Avantis Emerging Markets Small Cap Equity ETF
AVEE
28 hedge funds and large institutions have $68.6M invested in Avantis Emerging Markets Small Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
52% more capital invested
Capital invested by funds: $45.1M → $68.6M (+$23.5M)
12% more funds holding
Funds holding: 25 → 28 (+3)
2.11% more ownership
Funds ownership: 65.44% → 67.54% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$10.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$6.14M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$3.27M |
| 4 |
Jane Street
New York
|
+$2.99M |
| 5 |
IFA
Index Fund Advisors
Irvine,
California
|
+$1.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWA
Mills Wealth Advisors
Southlake,
Texas
|
-$736K |
| 2 |
Goldman Sachs
New York
|
-$473K |
| 3 |
Corient Private Wealth
Miami,
Florida
|
-$212K |
| 4 |
VCP
Vista Capital Partners
Portland,
Oregon
|
-$188K |
| 5 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$162K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWL
26
Bogart Wealth LLC
Mclean,
Virginia
| $21.2K | +$21.8K | +334 | New |
|
|
AFC
27
Ares Financial Consulting
Calabasas,
California
| $17.2K | +$12.7K | +195 | +267% |
|
|
FFA
28
Farther Finance Advisors
San Francisco,
California
| $13.3K | – | – | – |
|
|
29
Goldman Sachs
New York
| – | -$473K | -7,586 | Closed |
|
AVEE Hedge Fund Activity: Q1 2026 in Review
28 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Small Cap Equity ETF (AVEE) for Q1 2026, worth a combined $68.6M — up 52% from $45.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new AVEE positions and 1 closed out — a net gain of 4 holders — while 15 added to existing stakes and 6 trimmed.
The largest buyer was Tortoise Investment Management, adding an estimated $10.9M. The largest seller was Mills Wealth Advisors, cutting an estimated $736K.
- 28 institutional investors held Avantis Emerging Markets Small Cap Equity ETF (AVEE) as of Q1 2026, up from 25 in Q4 2025.
- Funds reported $68.6M of Avantis Emerging Markets Small Cap Equity ETF stock for Q1 2026, up 52% quarter-over-quarter.
- 5 funds opened new Avantis Emerging Markets Small Cap Equity ETF positions in Q1 2026 and 1 closed out, a net change of +4 holders.
- The largest Avantis Emerging Markets Small Cap Equity ETF buyer in Q1 2026 was Tortoise Investment Management, an estimated $10.9M added.
- The largest Avantis Emerging Markets Small Cap Equity ETF seller in Q1 2026 was Mills Wealth Advisors, an estimated $736K sold.
Based on aggregated 13F filings for Q1 2026.