Avantis Emerging Markets Small Cap Equity ETF
AVEE
14 hedge funds and large institutions have $16M invested in Avantis Emerging Markets Small Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
0% more funds holding
Funds holding: 14 → 14 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
8% less capital invested
Capital invested by funds: $17.4M → $16M (-$1.37M)
10.01% less ownership
Funds ownership: 65.31% → 55.3% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFA
Index Fund Advisors
Irvine,
California
|
+$1.39M |
| 2 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$1.05M |
| 3 |
TFO
Timonier Family Office
Winston Salem,
North Carolina
|
+$951K |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$297K |
| 5 |
CPWM
Cypress Point Wealth Management
Dallas,
Texas
|
+$116K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.86M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.23M |
| 3 |
CPL
CAP Partners LLC
Franklin,
Tennessee
|
-$303K |
| 4 |
AWM
Ariadne Wealth Management
Santa Barbara,
California
|
-$52.4K |
| 5 |
CPA
Cardiff Park Advisors
Carlsbad,
California
|
-$29.9K |
AVEE Hedge Fund Activity: Q1 2025 in Review
14 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Small Cap Equity ETF (AVEE) for Q1 2025, worth a combined $16M — down 7.9% from $17.4M a quarter earlier.
Fund positioning in AVEE was balanced in Q1 2025: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 4 trimmed.
The largest buyer was Index Fund Advisors, adding an estimated $1.39M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.86M sold.
- 14 institutional investors held Avantis Emerging Markets Small Cap Equity ETF (AVEE) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $16M of Avantis Emerging Markets Small Cap Equity ETF stock for Q1 2025, down 7.9% quarter-over-quarter.
- 2 funds opened new Avantis Emerging Markets Small Cap Equity ETF positions in Q1 2025 and 2 closed out, a net change of 0 holders.
- The largest Avantis Emerging Markets Small Cap Equity ETF buyer in Q1 2025 was Index Fund Advisors, an estimated $1.39M added.
- The largest Avantis Emerging Markets Small Cap Equity ETF seller in Q1 2025 was Citadel Advisors, an estimated $3.86M sold.
Based on aggregated 13F filings for Q1 2025.