We are live on ! Find out more
AVEM icon

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
BCI
26
Brinker Capital Investments
Pennsylvania
$32.1M +$11.4M +190,528 +57%
OPS
27
Orion Portfolio Solutions
Nebraska
$32.1M +$11.4M +190,528 +57%
GVAG
28
Great Valley Advisor Group
Delaware
$32M +$3.19M +53,273 +11%
LFG
29
Larson Financial Group
Missouri
$31.9M -$2.44M -40,672 -7%
HIP
30
HUB Investment Partners
Texas
$31.2M +$1.99M +33,201 +7%
Bank of America
31
Bank of America
North Carolina
$30.8M +$5.96M +99,361 +25%
WA
32
Waddell & Associates
Tennessee
$29.3M +$682K +11,377 +2%
WWP
33
Waypoint Wealth Partners
California
$27M -$401K -6,691 -1%
WPA
34
West Paces Advisors
Georgia
$26.9M +$1.16M +19,340 +5%
UBS Group
35
UBS Group
Switzerland
$25.5M +$13.4M +224,274 +117%
RWM
36
Rockwood Wealth Management
Pennsylvania
$24.9M -$635K -10,597 -3%
AFA
37
Arlington Financial Advisors
California
$24.7M +$52.5K +875 +0.2%
TI
38
Truepoint Inc
Ohio
$24.1M -$797K -13,296 -3%
CCWM
39
Correct Capital Wealth Management
Missouri
$23.3M +$528K +8,809 +2%
GSWM
40
Greenup Street Wealth Management
Michigan
$23.3M -$6.69M -111,584 -23%
SP
41
Symmetry Partners
Connecticut
$22.9M -$2.44M -40,683 -10%
APP
42
Avantax Planning Partners
Iowa
$22.8M +$22.3M +372,525 New
MBFW
43
Morton Brown Family Wealth
Pennsylvania
$22.7M +$759K +12,659 +4%
VCM
44
Versant Capital Management
Arizona
$21.6M +$139K +2,325 +0.7%
RDFA
45
Ritter Daniher Financial Advisory
Ohio
$21.3M +$64.9K +1,083 +0.3%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$21.1M +$138K +2,301 +0.7%
AWM
47
Apollon Wealth Management
South Carolina
$21M +$1.32M +22,046 +7%
CFS
48
Cannon Financial Strategists
Georgia
$20.3M +$898K +14,982 +5%
HPA
49
High Probability Advisors
New York
$20.2M +$364K +6,076 +2%
PP
50
PrairieView Partners
Minnesota
$19.8M -$86.3K -1,439 -0.4%

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.