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Avantis Emerging Markets Equity ETF
AVEM

95 hedge funds and large institutions have $569M invested in Avantis Emerging Markets Equity ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

450% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 10

23% more funds holding

Funds holding: 77 → 95 (+18)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

7% more capital invested

Capital invested by funds: $534M → $569M (+$35M)

0.06% less ownership

Funds ownership: 65.7% → 65.64% (-0.06%)

Holders
95
Holders Change
+18
Holders Change %
+23.38%
% of All Funds
1.66%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
22
Increased
55
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFG
Larson Financial Group
Missouri
+$18M
2
LPL Financial
LPL Financial
California
+$7.24M
3
BDWCC
B&D White Capital Company
Texas
+$6.01M
4
WWP
Waypoint Wealth Partners
California
+$5.23M
5
HighTower Advisors
HighTower Advisors
Illinois
+$5.11M

Top Sellers

1
Jane Street
Jane Street
New York
-$4.31M
2
Citadel Advisors
Citadel Advisors
Florida
-$1M
3
RJA
Raymond James & Associates
Florida
-$264K
4
T
TRUADVICE
Florida
-$199K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$143K
Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
26
Sage Rhino Capital
California
$2.79M +$556K +8,377 +24%
AF
27
Advisornet Financial
Minnesota
$2.69M +$597K +8,997 +27%
SPA
28
Sentinel Pension Advisors
Massachusetts
$2.61M +$137K +2,062 +5%
PP
29
Prosperity Planning
Missouri
$2.56M +$184K +2,771 +8%
VWA
30
V Wealth Advisors
Kansas
$2.49M +$273K +4,116 +12%
MWM
31
Merriman Wealth Management
Washington
$2.48M +$202K +3,048 +9%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.44M +$894K +13,482 +55%
SWP
33
Stratos Wealth Partners
Ohio
$2.17M +$68.6K +1,035 +3%
SDWIA
34
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.09M +$205K +3,096 +11%
RW
35
RVW Wealth
California
$2M -$4.84K -73 -0.3%
BSW
36
Buckingham Strategic Wealth
Missouri
$1.97M +$119K +1,801 +6%
NWM
37
Northwest Wealth Management
Iowa
$1.76M +$557K +8,396 +44%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$1.65M +$374K +5,638 +28%
OMC
39
Old Mission Capital
Illinois
$1.57M +$1.61M +24,348 New
AI
40
Atria Investments
North Carolina
$1.42M +$9.55K +144 +0.7%
CCM
41
Carlson Capital Management
Minnesota
$1.17M +$1.2M +18,069 New
Citadel Advisors
42
Citadel Advisors
Florida
$1.16M -$1M -15,117 -46%
AC
43
Apella Capital
Connecticut
$1.16M +$335K +5,058 +39%
SCM
44
SOL Capital Management
Maryland
$1.15M +$849K +12,805 +254%
AWP
45
Abacus Wealth Partners
California
$1.15M +$1.18M +17,775 New
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$1.12M +$82K +1,237 +8%
PPG
47
Peak Planning Group
Colorado
$1.11M +$1.15M +17,266 New
CA
48
Cetera Advisors
Colorado
$1.01M +$335K +5,044 +48%
KCPG
49
Kavar Capital Partners Group
Kansas
$989K +$135K +2,032 +15%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$920K +$189K +2,848 +25%
1
2
3 4

AVEM Hedge Fund Activity: Q3 2021 in Review

95 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q3 2021, worth a combined $569M — up 6.5% from $534M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AVEM positions and 4 closed out — a net gain of 18 holders — while 55 added to existing stakes and 10 trimmed.

The largest buyer was Larson Financial Group, adding an estimated $18M. The largest seller was Jane Street, exiting entirely with an estimated $4.31M sold.

  • 95 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q3 2021, up from 77 in Q2 2021.
  • Funds reported $569M of Avantis Emerging Markets Equity ETF stock for Q3 2021, up 6.5% quarter-over-quarter.
  • 22 funds opened new Avantis Emerging Markets Equity ETF positions in Q3 2021 and 4 closed out, a net change of +18 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q3 2021 was Larson Financial Group, an estimated $18M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q3 2021 was Jane Street, an estimated $4.31M sold.

Based on aggregated 13F filings for Q3 2021.