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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
EWA
351
EverSource Wealth Advisors
Alabama
$382K +$82.5K +1,348 +30%
LFA
352
Lauterbach Financial Advisors
Texas
$376K
Truist Financial
353
Truist Financial
North Carolina
$355K +$68.4K +1,117 +25%
PPG
354
Peak Planning Group
Colorado
$350K -$20.8K -339 -6%
RWM
355
Ruedi Wealth Management
Illinois
$344K +$796 +13 +0.2%
FTDI
356
First Trust Direct Indexing
Massachusetts
$331K +$314K +5,129 New
NC
357
NewSquare Capital
Pennsylvania
$331K +$314K +5,129 New
EC
358
Eaton-Cambridge
Arizona
$323K -$918 -15 -0.3%
WCWM
359
Willow Creek Wealth Management
California
$317K +$48.7K +796 +19%
CB
360
Chris Bulman
California
$297K +$282K +4,605 New
DWM
361
Diversify Wealth Management
Utah
$288K +$277K +4,529 New
CM
362
Cornerstone Management
Georgia
$288K -$13.8K -226 -5%
SIMC
363
Squire Investment Management Company
Utah
$284K -$673 -11 -0.2%
VCP
364
Vista Capital Partners
Oregon
$276K -$15.2K -249 -5%
IFS
365
Ifrah Financial Services
Arkansas
$275K -$261K -4,265 -50%
MFT
366
Moisand Fitzgerald Tamayo
Florida
$271K
BHPW
367
Beverly Hills Private Wealth
California
$252K +$239K +3,898 New
FNBT
368
FineMark National Bank & Trust
Florida
$247K +$234K +3,828 New
MFIM
369
Mesirow Financial Investment Management
Illinois
$241K
MAM
370
Mainsail Asset Management
Alabama
$240K +$227K +3,713 New
AWM
371
Angeles Wealth Management
California
$236K +$209K +3,417 +1,479%
Luther King Capital Management (LKCM)
372
Luther King Capital Management (LKCM)
Texas
$235K
AW
373
Avion Wealth
Texas
$233K
AB
374
Atlas Brown
Kentucky
$233K +$7.35K +120 +3%
FNBSF
375
First National Bank Sioux Falls
South Dakota
$226K -$138K -2,250 -39%

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.