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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
FLPIM
276
F.L. Putnam Investment Management
Massachusetts
$791K +$776K +12,943 New
CF
277
Convergence Financial
Missouri
$790K +$543K +9,052 +233%
SXL
278
Summit X LLC
Missouri
$785K +$277K +4,617 +56%
AAS
279
Ameritas Advisory Services
Nebraska
$774K +$287K +4,795 +61%
SWM
280
Seed Wealth Management
Illinois
$770K – – –
CAL
281
Capital Analysts LLC
Pennsylvania
$765K +$750K +12,516 New
Prudential Financial
282
Prudential Financial
New Jersey
$762K +$346K +5,777 +86%
MFC
283
Morris Financial Concepts
South Carolina
$759K -$19K -317 -2%
BCG
284
Breakwater Capital Group
New Jersey
$757K +$743K +12,395 New
CPA
285
Capital Performance Advisors
California
$740K +$22K +367 +3%
CCMI
286
Creative Capital Management Investments
California
$724K +$42K +700 +6%
PWA
287
PCG Wealth Advisors
Kansas
$710K +$15.4K +257 +2%
PNC Financial Services Group
288
PNC Financial Services Group
Pennsylvania
$694K +$382K +6,367 +127%
HA
289
Herold Advisors
New York
$667K +$228K +3,799 +53%
TCM
290
Telos Capital Management
California
$660K +$648K +10,805 New
GT
291
Glenview Trust
Kentucky
$660K – – –
BRWA
292
B. Riley Wealth Advisors
Florida
$657K +$645K +10,763 New
AWM
293
Activest Wealth Management
Florida
$634K +$67.6K +1,128 +12%
USCWA
294
U.S. Capital Wealth Advisors
Texas
$629K +$617K +10,298 New
SM
295
Sensible Money
Arizona
$615K +$60 +1 +0%
DFC
296
DBK Financial Counsel
Ohio
$603K +$82.3K +1,373 +16%
OCM
297
Orion Capital Management
California
$599K -$4.62K -77 -0.8%
DFS
298
Dixon Fnancial Services
California
$569K – – –
SF
299
Symphony Financial
Texas
$563K +$101K +1,690 +22%
TFM
300
Trademark Financial Management
Minnesota
$559K +$549K +9,158 New
10 11
12
13 14

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.