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Avantis Emerging Markets Equity ETF
AVEM

413 hedge funds and large institutions have $5.05B invested in Avantis Emerging Markets Equity ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 214 increasing their positions, 112 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 18

91% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 112

13% more capital invested

Capital invested by funds: $4.47B → $5.05B (+$575M)

8% more funds holding

Funds holding: 384 → 413 (+29)

5% more funds holding in top 10

Funds holding in top 10: 55 → 58 (+3)

2.02% more ownership

Funds ownership: 87.87% → 89.88% (+2%)

Holders
413
Holders Change
+29
Holders Change %
+7.55%
% of All Funds
5.96%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.84%
New
51
Increased
214
Reduced
112
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$128M
2
SC
Savant Capital
Illinois
+$59.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$48.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$31.1M
5
Morgan Stanley
Morgan Stanley
New York
+$29M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$36.7M
2
EF
Empowered Funds
Pennsylvania
-$14.5M
3
JP Morgan Chase
JP Morgan Chase
New York
-$11.9M
4
BHWM
Beaird Harris Wealth Management
Texas
-$8.71M
5
GSWM
Greenup Street Wealth Management
Michigan
-$6.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
226
D'Orazio & Associates
Virginia
$1.54M +$120K +1,995 +9%
IC
227
IEQ Capital
California
$1.52M – – –
PCA
228
Prosperity Capital Advisors
Ohio
$1.49M +$551K +9,196 +60%
TWD
229
True Wealth Design
Ohio
$1.49M -$22.7K -378 -2%
SWM
230
Sagace Wealth Management
Florida
$1.49M +$1.46M +24,339 New
GLA
231
Good Life Advisors
Pennsylvania
$1.48M -$45.7K -762 -3%
EK
232
Evensky & Katz
Florida
$1.44M +$2.34K +39 +0.2%
AF
233
Apollon Financial
South Carolina
$1.42M +$37.7K +629 +3%
CCA
234
Clarity Capital Advisors
Florida
$1.39M +$18.8K +313 +1%
AW
235
Atlas Wealth
Ohio
$1.38M +$582K +9,716 +78%
Envestnet Portfolio Solutions
236
Envestnet Portfolio Solutions
Illinois
$1.36M +$65.3K +1,090 +5%
VA
237
Valmark Advisers
Ohio
$1.32M +$5.22K +87 +0.4%
RW
238
RVW Wealth
California
$1.31M -$57.1K -952 -4%
Pathstone Holdings
239
Pathstone Holdings
New Jersey
$1.31M +$536K +8,944 +72%
SWM
240
Seaside Wealth Management
California
$1.3M +$96.8K +1,614 +8%
GWM
241
Geneos Wealth Management
Colorado
$1.29M +$42.9K +715 +4%
SA
242
Stewardship Advisors
Pennsylvania
$1.28M -$1.12M -18,748 -47%
LEFP
243
Leading Edge Financial Planning
Tennessee
$1.27M +$1.25M +20,831 New
HWM
244
HB Wealth Management
Georgia
$1.26M -$6.17K -103 -0.5%
QHA
245
Quarry Hill Advisors
Minnesota
$1.24M +$7.37K +123 +0.6%
ASFA
246
All Season Financial Advisors
Colorado
$1.22M +$128K +2,134 +12%
AWM
247
Axxcess Wealth Management
California
$1.22M +$979K +16,325 +452%
MFS
248
Mattson Financial Services
Michigan
$1.15M +$1.13M +18,892 New
AWM
249
Ariadne Wealth Management
California
$1.14M +$1.12M +18,723 New
SWA
250
Sax Wealth Advisors
New Jersey
$1.14M +$1.12M +18,602 New
8 9
10
11 12

AVEM Hedge Fund Activity: Q2 2024 in Review

413 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q2 2024, worth a combined $5.05B — up 13% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AVEM positions and 18 closed out — a net gain of 33 holders — while 214 added to existing stakes and 112 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $128M. The largest seller was Jane Street, cutting an estimated $36.7M.

  • 413 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q2 2024, up from 384 in Q1 2024.
  • Funds reported $5.05B of Avantis Emerging Markets Equity ETF stock for Q2 2024, up 13% quarter-over-quarter.
  • 51 funds opened new Avantis Emerging Markets Equity ETF positions in Q2 2024 and 18 closed out, a net change of +33 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $128M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q2 2024 was Jane Street, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2024.