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Avantis Emerging Markets Equity ETF

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: 384413 (+29)

5% more funds holding in top 10

Funds holding in top 10: 5558 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
OC
401
Oakworth Capital
Alabama
$6.66K +$6.54K +109 New
CHA
402
Carmichael Hill & Associates
Maryland
$6.29K +$60 +1 +1%
MCM
403
MidAtlantic Capital Management
Virginia
$5.07K +$4.98K +83 New
BFEC
404
Benjamin F. Edwards & Company
Missouri
$4K +$3.66K +61 New
PP
405
Pacifica Partners
Canada
$3.98K
BF
406
BOK Financial
Oklahoma
$3.12K
EWA
407
Elevate Wealth Advisory
Georgia
$2.57K +$120 +2 +5%
APC
408
Aspire Private Capital
North Carolina
$2.02K +$1.98K +33 New
NP
409
NorthRock Partners
Minnesota
$1.25K
ACA
410
American Capital Advisory
Idaho
$846 +$899 +15 New
AssetMark Inc
411
AssetMark Inc
California
$794 +$779 +13 New
AA
412
Addison Advisors
Vermont
$583 +$60 +1 +11%
KFI
413
Key Financial Inc
Pennsylvania
$367
Bank of Montreal
414
Bank of Montreal
Ontario, Canada
$124 -$69.1K -1,153 -100%
EF
415
Empowered Funds
Pennsylvania
-$14.5M -249,912 Closed
AA
416
AlphaQ Advisors
Florida
-$3.69M -63,612 Closed
TFA
417
Transamerica Financial Advisors
Florida
-$2.75M -47,528 Closed
SWM
418
Soundmark Wealth Management
Washington
-$1.88M -32,510 Closed
SSW
419
Stone Summit Wealth
Florida
-$1.61M -27,795 Closed
EWM
420
Executive Wealth Management
Michigan
-$1.44M -24,694 Closed
EW
421
Evoke Wealth
California
-$1.11M -19,175 Closed
RSWM
422
Robertson Stephens Wealth Management
California
-$994K -17,157 Closed
NL
423
NWAM LLC
Washington
-$831K -13,859 Closed
LNC
424
Lincoln National Corp
Pennsylvania
-$794K -13,698 Closed
BB
425
Busey Bank
Illinois
-$250K -4,314 Closed

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.