Avantis Emerging Markets Small Cap Equity ETF
AVEE
11 hedge funds and large institutions have $9.87M invested in Avantis Emerging Markets Small Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 0 closing their positions.
700% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 1
46% more capital invested
Capital invested by funds: $6.75M → $9.87M (+$3.12M)
22% more funds holding
Funds holding: 9 → 11 (+2)
4.41% less ownership
Funds ownership: 63.75% → 59.34% (-4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.49M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$338K |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$222K |
| 4 |
MWA
Mills Wealth Advisors
Southlake,
Texas
|
+$111K |
| 5 |
CPWM
Cypress Point Wealth Management
Dallas,
Texas
|
+$73.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$183K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
American Century Companies
Kansas City,
Missouri
| $3.93M | +$338K | +6,164 | +10% |
|
|
2
Citadel Advisors
Miami,
Florida
| $1.87M | +$1.49M | +27,138 | +406% |
|
|
CPL
3
CAP Partners LLC
Franklin,
Tennessee
| $918K | +$66.4K | +1,211 | +8% |
|
|
4
Jane Street
New York
| $632K | -$183K | -3,333 | -23% |
|
|
AWM
5
Ariadne Wealth Management
Santa Barbara,
California
| $618K | +$611K | +11,147 | New |
|
|
MWA
6
Mills Wealth Advisors
Southlake,
Texas
| $593K | +$111K | +2,027 | +23% |
|
|
LG
7
LAM Group
Lake Oswego,
Oregon
| $392K | +$38.4K | +700 | +11% |
|
|
CPWM
8
Cypress Point Wealth Management
Dallas,
Texas
| $352K | +$73.9K | +1,348 | +27% |
|
|
CPA
9
Cardiff Park Advisors
Carlsbad,
California
| $332K | +$2.41K | +44 | +0.7% |
|
|
10
Corient Private Wealth
Miami,
Florida
| $225K | +$222K | +4,056 | New |
|
11
UBS Group
Zurich,
Switzerland
| $3.21K | +$1.37K | +25 | +76% |
|
AVEE Hedge Fund Activity: Q2 2024 in Review
11 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Small Cap Equity ETF (AVEE) for Q2 2024, worth a combined $9.87M — up 46% from $6.75M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new AVEE positions and 0 closed out — a net gain of 2 holders — while 8 added to existing stakes and 1 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $1.49M. The largest seller was Jane Street, cutting an estimated $183K.
- 11 institutional investors held Avantis Emerging Markets Small Cap Equity ETF (AVEE) as of Q2 2024, up from 9 in Q1 2024.
- Funds reported $9.87M of Avantis Emerging Markets Small Cap Equity ETF stock for Q2 2024, up 46% quarter-over-quarter.
- 2 funds opened new Avantis Emerging Markets Small Cap Equity ETF positions in Q2 2024 and 0 closed out, a net change of +2 holders.
- The largest Avantis Emerging Markets Small Cap Equity ETF buyer in Q2 2024 was Citadel Advisors, an estimated $1.49M added.
- The largest Avantis Emerging Markets Small Cap Equity ETF seller in Q2 2024 was Jane Street, an estimated $183K sold.
Based on aggregated 13F filings for Q2 2024.