We are live on ! Find out more
AVEM icon

Avantis Emerging Markets Equity ETF

448 hedge funds and large institutions have $6.26B invested in Avantis Emerging Markets Equity ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 224 increasing their positions, 111 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 18

102% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 111

24% more capital invested

Capital invested by funds: $5.05B → $6.26B (+$1.21B)

8% more funds holding

Funds holding: 413448 (+35)

1.6% less ownership

Funds ownership: 89.88%88.28% (-1.6%)

3% less funds holding in top 10

Funds holding in top 10: 5856 (-2)

Holders
448
Holders Change
+35
Holders Change %
+8.47%
% of All Funds
6.43%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.8%
New
58
Increased
224
Reduced
111
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Sagace Wealth Management
Florida
$1.96M +$358K +5,846 +24%
PWMG
227
Private Wealth Management Group
New Jersey
$1.95M -$60K -980 -3%
PCA
228
Prosperity Capital Advisors
Ohio
$1.95M +$347K +5,672 +23%
SFC
229
Sprinkle Financial Consultants
Colorado
$1.92M +$2.27K +37 +0.1%
AF
230
Allworth Financial
California
$1.91M +$5.75K +94 +0.3%
GBT
231
Grove Bank & Trust
Florida
$1.87M +$24.6K +402 +1%
ASN
232
Advisory Services Network
Georgia
$1.86M
TCG
233
Transcendent Capital Group
Oklahoma
$1.83M -$714K -11,670 -29%
TA
234
TFB Advisors
Kansas
$1.78M -$1.16K -19 -0.1%
PSA
235
Plum Street Advisors
Louisiana
$1.74M +$5.94K +97 +0.4%
DWM
236
Dogwood Wealth Management
Kansas
$1.74M -$1M -16,375 -38%
ADL
237
Asset Dedication LLC
California
$1.7M -$1.22K -20 -0.1%
SWP
238
ShoreHaven Wealth Partners
New Jersey
$1.67M -$150K -2,453 -9%
GLA
239
Good Life Advisors
Pennsylvania
$1.65M +$80.6K +1,316 +5%
DOA
240
D'Orazio & Associates
Virginia
$1.63M -$3.06K -50 -0.2%
SA
241
SpiderRock Advisors
Delaware
$1.62M -$251K -4,098 -14%
Comerica Bank
242
Comerica Bank
Texas
$1.62M +$645K +10,532 +72%
AF
243
Apollon Financial
South Carolina
$1.52M +$17.4K +284 +1%
EK
244
Evensky & Katz
Florida
$1.52M
SMWM
245
Silvia McColl Wealth Management
California
$1.46M +$1.38M +22,532 New
AWM
246
Ariadne Wealth Management
California
$1.41M +$198K +3,238 +17%
LEFP
247
Leading Edge Financial Planning
Tennessee
$1.41M +$61.2K +1,000 +5%
SWP
248
Stratos Wealth Partners
Ohio
$1.41M +$391K +6,382 +41%
ASFA
249
All Season Financial Advisors
Colorado
$1.41M +$108K +1,764 +9%
Pathstone Holdings
250
Pathstone Holdings
New Jersey
$1.38M +$1.59K +26 +0.1%

AVEM Hedge Fund Activity: Q3 2024 in Review

448 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q3 2024, worth a combined $6.26B — up 24% from $5.05B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new AVEM positions and 18 closed out — a net gain of 40 holders — while 224 added to existing stakes and 111 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $345M. The largest seller was Strategic Financial Concepts, cutting an estimated $130M.

  • 448 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q3 2024, up from 413 in Q2 2024.
  • Funds reported $6.26B of Avantis Emerging Markets Equity ETF stock for Q3 2024, up 24% quarter-over-quarter.
  • 58 funds opened new Avantis Emerging Markets Equity ETF positions in Q3 2024 and 18 closed out, a net change of +40 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $345M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2024.