Avantis Emerging Markets Equity ETF
AVEM
125 hedge funds and large institutions have $684M invested in Avantis Emerging Markets Equity ETF in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 61 increasing their positions, 12 reducing their positions, and 13 closing their positions.
408% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 12
246% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 13
44% more funds holding in top 10
Funds holding in top 10: 9 → 13 (+4)
32% more funds holding
Funds holding: 95 → 125 (+30)
20% more capital invested
Capital invested by funds: $569M → $684M (+$115M)
3.8% more ownership
Funds ownership: 65.64% → 69.45% (+3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$29.3M |
| 2 |
WFA
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
+$10.1M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$7.11M |
| 4 |
RW
RVW Wealth
Los Angeles,
California
|
+$5.43M |
| 5 |
AP
Adero Partners
Pleasanton,
California
|
+$4.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Soundmark Wealth Management
Kirkland,
Washington
|
-$6.62M |
| 2 |
BDWCC
B&D White Capital Company
Lakeway,
Texas
|
-$5.77M |
| 3 |
WWP
Waypoint Wealth Partners
Mill Valley,
California
|
-$4.29M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$2.2M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$2.07M |
AVEM Hedge Fund Activity: Q4 2021 in Review
125 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q4 2021, worth a combined $684M — up 20% from $569M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new AVEM positions and 13 closed out — a net gain of 32 holders — while 61 added to existing stakes and 12 trimmed.
The largest buyer was American Century Companies, adding an estimated $29.3M. The largest seller was Soundmark Wealth Management, cutting an estimated $6.62M.
- 125 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q4 2021, up from 95 in Q3 2021.
- Funds reported $684M of Avantis Emerging Markets Equity ETF stock for Q4 2021, up 20% quarter-over-quarter.
- 45 funds opened new Avantis Emerging Markets Equity ETF positions in Q4 2021 and 13 closed out, a net change of +32 holders.
- The largest Avantis Emerging Markets Equity ETF buyer in Q4 2021 was American Century Companies, an estimated $29.3M added.
- The largest Avantis Emerging Markets Equity ETF seller in Q4 2021 was Soundmark Wealth Management, an estimated $6.62M sold.
Based on aggregated 13F filings for Q4 2021.