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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
USCWA
301
U.S. Capital Wealth Advisors
Texas
$738K +$69.4K +1,133 +11%
SWM
302
Seed Wealth Management
Illinois
$724K -$85.7K -1,400 -11%
CG
303
Caprock Group
Idaho
$722K +$220K +3,593 +47%
CAM
304
Cozad Asset Management
Illinois
$715K +$225K +3,680 +50%
GT
305
Glenview Trust
Kentucky
$702K +$3.49K +57 +0.5%
D
306
Dentgroup
Louisiana
$700K +$663K +10,835 New
TCM
307
Telos Capital Management
California
$691K -$6.73K -110 -1%
LWM
308
Lakeridge Wealth Management
Ohio
$677K +$165K +2,697 +35%
AWM
309
Activest Wealth Management
Florida
$673K +$2.51K +41 +0.4%
AW
310
Atlas Wealth
Ohio
$658K -$738K -12,056 -54%
DFC
311
DBK Financial Counsel
Ohio
$657K +$18.4K +300 +3%
CC
312
Cornerstone Capital
California
$651K +$405K +6,615 +191%
SM
313
Sensible Money
Arizona
$650K
OCM
314
Orion Capital Management
California
$646K +$12.5K +204 +2%
MGW
315
MB Generational Wealth
Washington
$646K +$101K +1,650 +20%
HKIMG
316
Hutchens & Kramer Investment Management Group
Indiana
$635K +$301K +4,925 +101%
SXL
317
Summit X LLC
Missouri
$633K -$149K -2,427 -19%
M
318
MOTCO
Texas
$610K +$367K +6,003 +175%
BRWA
319
B. Riley Wealth Advisors
Florida
$608K -$84.8K -1,386 -13%
SF
320
Symphony Financial
Texas
$604K -$2.51K -41 -0.4%
DFS
321
Dixon Fnancial Services
California
$602K
ATI
322
ARK & TLK Investments
Oklahoma
$599K +$97.9K +1,600 +21%
HCP
323
Hardin Capital Partners
South Carolina
$596K +$136K +2,218 +32%
HFS
324
Haverford Financial Services
Pennsylvania
$572K
WIA
325
World Investment Advisors
California
$565K +$58.1K +949 +12%

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.