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Avantis Emerging Markets Equity ETF

77 hedge funds and large institutions have $534M invested in Avantis Emerging Markets Equity ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 2

450% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 8

28% more funds holding

Funds holding: 6077 (+17)

11% more capital invested

Capital invested by funds: $481M → $534M (+$53.1M)

4.98% less ownership

Funds ownership: 70.68%65.7% (-5%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
77
Holders Change
+17
Holders Change %
+28.33%
% of All Funds
1.34%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
20
Increased
44
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Merriman Wealth Management
Washington
$2.46M +$2.06M +30,320 +607%
LPL Financial
27
LPL Financial
California
$2.44M +$2.1M +30,866 +729%
SRC
28
Sage Rhino Capital
California
$2.43M +$685K +10,075 +41%
CA
29
CGN Advisors
Kansas
$2.43M +$314K +4,624 +15%
VWA
30
V Wealth Advisors
Kansas
$2.39M +$1.87M +27,439 +389%
Citadel Advisors
31
Citadel Advisors
Florida
$2.3M +$2.25M +33,111 New
AF
32
Advisornet Financial
Minnesota
$2.28M +$516K +7,584 +30%
SWP
33
Stratos Wealth Partners
Ohio
$2.26M +$522K +7,677 +31%
SDWIA
34
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.04M +$533K +7,843 +36%
RW
35
RVW Wealth
California
$2M -$10.2K -150 -0.6%
BSW
36
Buckingham Strategic Wealth
Missouri
$1.99M +$350K +5,142 +22%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.69M +$1.19M +17,535 +258%
AI
38
Atria Investments
North Carolina
$1.52M +$48.8K +718 +3%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.39M +$35.9K +528 +3%
NWM
40
Northwest Wealth Management
Iowa
$1.31M +$369K +5,434 +40%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$1.13M +$45K +662 +4%
KCPG
42
Kavar Capital Partners Group
Kansas
$925K +$462K +6,800 +105%
AC
43
Apella Capital
Connecticut
$900K +$880K +12,943 New
RJA
44
Raymond James & Associates
Florida
$819K -$74.3K -1,093 -8%
AWG
45
Altus Wealth Group
Colorado
$806K +$13.8K +203 +2%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$794K +$776K +11,415 New
CA
47
Cetera Advisors
Colorado
$736K +$136K +2,002 +23%
CM
48
Cornerstone Management
Georgia
$659K -$37.4K -550 -5%
TCCM
49
Timber Creek Capital Management
Massachusetts
$608K +$23.8K +350 +4%
MAA
50
Mraz Amerine & Associates
California
$590K +$314K +4,624 +120%

AVEM Hedge Fund Activity: Q2 2021 in Review

77 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q2 2021, worth a combined $534M — up 11% from $481M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AVEM positions and 2 closed out — a net gain of 18 holders — while 44 added to existing stakes and 8 trimmed.

The largest buyer was Wipfli Financial Advisors, adding an estimated $7.58M. The largest seller was American Century Companies, cutting an estimated $36.9M.

  • 77 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q2 2021, up from 60 in Q1 2021.
  • Funds reported $534M of Avantis Emerging Markets Equity ETF stock for Q2 2021, up 11% quarter-over-quarter.
  • 20 funds opened new Avantis Emerging Markets Equity ETF positions in Q2 2021 and 2 closed out, a net change of +18 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q2 2021 was Wipfli Financial Advisors, an estimated $7.58M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q2 2021 was American Century Companies, an estimated $36.9M sold.

Based on aggregated 13F filings for Q2 2021.