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Avantis Emerging Markets Small Cap Equity ETF
AVEE

18 hedge funds and large institutions have $26.1M invested in Avantis Emerging Markets Small Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

63% more capital invested

Capital invested by funds: $16M → $26.1M (+$10.1M)

29% more funds holding

Funds holding: 14 → 18 (+4)

2.39% more ownership

Funds ownership: 55.3% → 57.69% (+2.4%)

Holders
18
Holders Change
+4
Holders Change %
+28.57%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IFA
Index Fund Advisors
California
+$2.24M
2
OMC
Old Mission Capital
Illinois
+$1.59M
3
VCP
Vista Capital Partners
Oregon
+$1.49M
4
Citadel Advisors
Citadel Advisors
Florida
+$681K
5
TFO
Timonier Family Office
North Carolina
+$485K

Top Sellers

Rank Fund Capital Flow
1
AWM
Ariadne Wealth Management
California
-$208K
2
CPWM
Cypress Point Wealth Management
Texas
-$62.6K
3
Corient Private Wealth
Corient Private Wealth
Florida
-$37.3K
4
LG
LAM Group
Oregon
-$5.54K
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$5.77M +$340K +6,149 +7%
IFA
2
Index Fund Advisors
California
$4.34M +$2.24M +40,457 +128%
TFO
3
Timonier Family Office
North Carolina
$3.89M +$485K +8,752 +16%
AWM
4
Ariadne Wealth Management
California
$1.85M -$208K -3,755 -11%
OMC
5
Old Mission Capital
Illinois
$1.73M +$1.59M +28,758 New
VCP
6
Vista Capital Partners
Oregon
$1.62M +$1.49M +26,840 New
AWM
7
Avior Wealth Management
Nebraska
$1.24M +$45.7K +826 +4%
MWA
8
Mills Wealth Advisors
Texas
$1.02M +$27K +487 +3%
CPL
9
CAP Partners LLC
Tennessee
$797K +$20.1K +363 +3%
Citadel Advisors
10
Citadel Advisors
Florida
$741K +$681K +12,298 New
CPWM
11
Cypress Point Wealth Management
Texas
$518K -$62.6K -1,131 -12%
LG
12
LAM Group
Oregon
$449K -$5.54K -100 -1%
TIM
13
Tortoise Investment Management
New York
$437K +$122K +2,212 +44%
EFA
14
Efficient Frontier Advisors
Connecticut
$430K – – –
CCM
15
Cloud Capital Management
Washington
$377K +$66.7K +1,205 +24%
EFL
16
ERn Financial LLC
Wisconsin
$352K +$323K +5,842 New
CPA
17
Cardiff Park Advisors
California
$341K +$111 +2 +0%
Corient Private Wealth
18
Corient Private Wealth
Florida
$222K -$37.3K -673 -15%

AVEE Hedge Fund Activity: Q2 2025 in Review

18 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Small Cap Equity ETF (AVEE) for Q2 2025, worth a combined $26.1M — up 63% from $16M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new AVEE positions and 0 closed out — a net gain of 4 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Index Fund Advisors, adding an estimated $2.24M. The largest seller was Ariadne Wealth Management, cutting an estimated $208K.

  • 18 institutional investors held Avantis Emerging Markets Small Cap Equity ETF (AVEE) as of Q2 2025, up from 14 in Q1 2025.
  • Funds reported $26.1M of Avantis Emerging Markets Small Cap Equity ETF stock for Q2 2025, up 63% quarter-over-quarter.
  • 4 funds opened new Avantis Emerging Markets Small Cap Equity ETF positions in Q2 2025 and 0 closed out, a net change of +4 holders.
  • The largest Avantis Emerging Markets Small Cap Equity ETF buyer in Q2 2025 was Index Fund Advisors, an estimated $2.24M added.
  • The largest Avantis Emerging Markets Small Cap Equity ETF seller in Q2 2025 was Ariadne Wealth Management, an estimated $208K sold.

Based on aggregated 13F filings for Q2 2025.