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Avantis Emerging Markets Equity ETF

60 hedge funds and large institutions have $481M invested in Avantis Emerging Markets Equity ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 1

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

43% more funds holding

Funds holding: 4260 (+18)

34% more capital invested

Capital invested by funds: $359M → $481M (+$122M)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

10.85% less ownership

Funds ownership: 81.53%70.68% (-11%)

Holders
60
Holders Change
+18
Holders Change %
+42.86%
% of All Funds
1.05%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
20
Increased
21
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$1.63M +$1.64M +24,853 New
BSW
27
Buckingham Strategic Wealth
Missouri
$1.55M +$444K +6,732 +40%
SDWIA
28
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.41M +$1.42M +21,501 New
AI
29
Atria Investments
North Carolina
$1.39M -$5.61K -85 -0.4%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.28M -$100K -1,520 -7%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$1.02M +$1.02M +15,526 New
NWM
32
Northwest Wealth Management
Iowa
$883K +$367K +5,567 +71%
RJA
33
Raymond James & Associates
Florida
$846K +$850K +12,875 New
AWG
34
Altus Wealth Group
Colorado
$759K +$101K +1,535 +16%
CM
35
Cornerstone Management
Georgia
$659K -$330 -5 -0%
CA
36
Cetera Advisors
Colorado
$564K +$345K +5,233 +156%
TCCM
37
Timber Creek Capital Management
Massachusetts
$552K +$555K +8,405 New
CPIG
38
Chicago Partners Investment Group
Illinois
$540K +$99.4K +1,506 +24%
PPG
39
Peak Planning Group
Colorado
$523K +$525K +7,953 New
T
40
TRUADVICE
Florida
$491K +$166K +2,519 +54%
VWA
41
V Wealth Advisors
Kansas
$463K +$466K +7,052 New
CPWM
42
Cardinal Point Wealth Management
California
$457K +$49.5K +750 +12%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$447K +$449K +6,804 New
KCPG
44
Kavar Capital Partners Group
Kansas
$427K +$429K +6,500 New
PWM
45
Perigon Wealth Management
California
$411K +$37.8K +573 +10%
APG
46
Abacus Planning Group
South Carolina
$335K
MWM
47
Merriman Wealth Management
Washington
$328K
Morgan Stanley
48
Morgan Stanley
New York
$325K +$326K +4,944 New
MFT
49
Moisand Fitzgerald Tamayo
Florida
$289K
LPL Financial
50
LPL Financial
California
$278K +$280K +4,236 New

AVEM Hedge Fund Activity: Q1 2021 in Review

60 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q1 2021, worth a combined $481M — up 34% from $359M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AVEM positions and 1 closed out — a net gain of 19 holders — while 21 added to existing stakes and 10 trimmed.

The largest buyer was Pure Financial Advisors, opening a new position worth an estimated $73.9M. The largest seller was American Century Companies, cutting an estimated $9.52M.

  • 60 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q1 2021, up from 42 in Q4 2020.
  • Funds reported $481M of Avantis Emerging Markets Equity ETF stock for Q1 2021, up 34% quarter-over-quarter.
  • 20 funds opened new Avantis Emerging Markets Equity ETF positions in Q1 2021 and 1 closed out, a net change of +19 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q1 2021 was Pure Financial Advisors, an estimated $73.9M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q1 2021 was American Century Companies, an estimated $9.52M sold.

Based on aggregated 13F filings for Q1 2021.