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Avantis Emerging Markets Equity ETF
AVEM

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: 413 → 448 (+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: 58 → 56 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$345M
2
Morgan Stanley
Morgan Stanley
New York
+$77M
3
SC
Savant Capital
Illinois
+$74.3M
4
Jane Street
Jane Street
New York
+$68.9M
5
MML Investors Services
MML Investors Services
Massachusetts
+$42.1M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$130M
2
SP
Symmetry Partners
Connecticut
-$22.9M
3
Stifel Financial
Stifel Financial
Missouri
-$12M
4
American Century Companies
American Century Companies
Missouri
-$9.82M
5
JP Morgan Chase
JP Morgan Chase
New York
-$4.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
376
CAPTRUST Financial Advisors
North Carolina
$224K +$212K +3,463 New
ACP
377
Aveo Capital Partners
Colorado
$218K +$207K +3,375 New
PPW
378
Parcion Private Wealth
Washington
$211K +$200K +3,259 New
FMII
379
Farmers & Merchants Investments Inc
Nebraska
$210K +$199K +3,250 New
PWIA
380
Porter White Investment Advisors
Alabama
$206K +$195K +3,186 New
GIA
381
Gladstone Institutional Advisory
Florida
$205K +$194K +3,175 New
IFA
382
Index Fund Advisors
California
$201K +$191K +3,112 New
GWSG
383
GPS Wealth Strategies Group
Colorado
$198K – – –
CIBC Private Wealth Group
384
CIBC Private Wealth Group
Georgia
$198K +$187K +3,058 New
SOS
385
Silver Oak Securities
Tennessee
$197K +$23.1K +377 +14%
CA
386
Claris Advisors
Missouri
$190K +$180K +2,944 New
WWP
387
WR Wealth Planners
Missouri
$188K – – –
US Bancorp
388
US Bancorp
Minnesota
$163K – – –
GTAM
389
Global Trust Asset Management
Florida
$149K – – –
WSFS
390
Wilmington Savings Fund Society
Delaware
$144K +$137K +2,231 New
SPIA
391
Steward Partners Investment Advisory
New York
$134K +$22.2K +362 +21%
Fidelity Investments
392
Fidelity Investments
Massachusetts
$130K +$85.3K +1,393 +224%
NCM
393
Northwest Capital Management
Oregon
$114K – – –
PTC
394
Private Trust Company
Ohio
$113K – – –
CA
395
CoreCap Advisors
Michigan
$98.7K +$93.5K +1,528 New
TLA
396
Tanglewood Legacy Advisors
Texas
$97.2K – – –
FHA
397
First Horizon Advisors
Tennessee
$95.2K – – –
Russell Investments Group
398
Russell Investments Group
United Kingdom
$91.6K +$86.8K +1,418 New
SAM
399
Smartleaf Asset Management
Massachusetts
$87.6K – – –
TFM
400
TFC Financial Management
Massachusetts
$85.7K +$81.2K +1,327 New
14 15
16
17 18

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.