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Avantis Emerging Markets Equity ETF
AVEM

384 hedge funds and large institutions have $4.47B invested in Avantis Emerging Markets Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 193 increasing their positions, 106 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 19

82% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 106

7% more funds holding

Funds holding: 360 → 384 (+24)

2% more funds holding in top 10

Funds holding in top 10: 54 → 55 (+1)

3% less capital invested

Capital invested by funds: $4.6B → $4.47B (-$124M)

10.98% less ownership

Funds ownership: 98.85% → 87.87% (-11%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $603K

Holders
384
Holders Change
+24
Holders Change %
+6.67%
% of All Funds
5.53%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
0.79%
New
47
Increased
193
Reduced
106
Closed
19
Calls
–
Puts
$603K
Net Calls
-$603K
Net Calls Change
-$536K

Top Buyers

Rank Fund Capital Flow
1
SC
Savant Capital
Illinois
+$51.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.4M
3
Jane Street
Jane Street
New York
+$24.3M
4
HighTower Advisors
HighTower Advisors
Illinois
+$23.8M
5
AFA
Arlington Financial Advisors
California
+$22.7M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$342M
2
Morgan Stanley
Morgan Stanley
New York
-$139M
3
Citadel Advisors
Citadel Advisors
Florida
-$31.9M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$26M
5
OMC
Old Mission Capital
Illinois
-$21.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$1.18M -$71.2K -1,267 -6%
FFM
227
Forum Financial Management
Illinois
$1.17M +$132K +2,342 +13%
QHA
228
Quarry Hill Advisors
Minnesota
$1.17M -$27K -480 -2%
SWM
229
Seaside Wealth Management
California
$1.14M – – –
EW
230
Evoke Wealth
California
$1.11M +$1.08M +19,175 New
SWP
231
Summit Wealth Partners
Florida
$1.07M +$782K +13,904 +306%
SRC
232
Sage Rhino Capital
California
$1.05M -$11.2K -200 -1%
ASFA
233
All Season Financial Advisors
Colorado
$1.04M +$117K +2,080 +13%
Baird Financial Group
234
Baird Financial Group
Wisconsin
$1.01M +$7.87K +140 +0.8%
Cambridge Investment Research Advisors
235
Cambridge Investment Research Advisors
Iowa
$1.01M +$332K +5,913 +52%
RSWM
236
Robertson Stephens Wealth Management
California
$994K – – –
KPWS
237
Kestra Private Wealth Services
Texas
$960K +$931K +16,562 New
WA
238
Wealthstream Advisors
New York
$946K +$76.5K +1,361 +9%
BWS
239
BCR Wealth Strategies
Alabama
$917K -$50.5K -899 -5%
AWS
240
Atria Wealth Solutions
New York
$908K +$253K +4,508 +40%
Financial Engines Advisors
241
Financial Engines Advisors
California
$907K +$880K +15,648 New
ASN
242
Advisory Services Network
Georgia
$895K +$196K +3,488 +29%
BAM
243
Bayshore Asset Management
Florida
$895K – – –
CTC
244
Cetera Trust Company
Minnesota
$890K – – –
PCA
245
Prosperity Capital Advisors
Ohio
$885K +$496K +8,826 +137%
Natixis Advisors
246
Natixis Advisors
Massachusetts
$863K +$105K +1,866 +14%
SWP
247
Stratos Wealth Partners
Ohio
$861K +$62.7K +1,116 +8%
LG
248
LAM Group
Oregon
$855K +$287K +5,110 +53%
VAG
249
Vannoy Advisory Group
Texas
$846K – – –
NL
250
NWAM LLC
Washington
$831K -$105K -1,866 -12%
8 9
10
11 12

AVEM Hedge Fund Activity: Q1 2024 in Review

384 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q1 2024, worth a combined $4.47B — down 2.7% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AVEM positions and 19 closed out — a net gain of 28 holders — while 193 added to existing stakes and 106 trimmed.

The largest buyer was Savant Capital, adding an estimated $51.6M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $342M sold.

  • 384 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q1 2024, up from 360 in Q4 2023.
  • Funds reported $4.47B of Avantis Emerging Markets Equity ETF stock for Q1 2024, down 2.7% quarter-over-quarter.
  • 47 funds opened new Avantis Emerging Markets Equity ETF positions in Q1 2024 and 19 closed out, a net change of +28 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q1 2024 was Savant Capital, an estimated $51.6M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q1 2024 was Mercer Global Advisors, an estimated $342M sold.

Based on aggregated 13F filings for Q1 2024.