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Avantis Emerging Markets Equity ETF
AVEM

448 hedge funds and large institutions have $6.26B invested in Avantis Emerging Markets Equity ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 224 increasing their positions, 111 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 18

102% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 111

24% more capital invested

Capital invested by funds: $5.05B → $6.26B (+$1.21B)

8% more funds holding

Funds holding: 413 → 448 (+35)

1.6% less ownership

Funds ownership: 89.88% → 88.28% (-1.6%)

3% less funds holding in top 10

Funds holding in top 10: 58 → 56 (-2)

Holders
448
Holders Change
+35
Holders Change %
+8.47%
% of All Funds
6.43%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.8%
New
58
Increased
224
Reduced
111
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$345M
2
Morgan Stanley
Morgan Stanley
New York
+$77M
3
SC
Savant Capital
Illinois
+$74.3M
4
Jane Street
Jane Street
New York
+$68.9M
5
MML Investors Services
MML Investors Services
Massachusetts
+$42.1M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$130M
2
SP
Symmetry Partners
Connecticut
-$22.9M
3
Stifel Financial
Stifel Financial
Missouri
-$12M
4
American Century Companies
American Century Companies
Missouri
-$9.82M
5
JP Morgan Chase
JP Morgan Chase
New York
-$4.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
26
Gradient Investments
Minnesota
$36.5M +$678K +11,077 +2%
HIP
27
HUB Investment Partners
Texas
$36M +$2.8M +45,692 +9%
FM
28
Foster & Motley
Ohio
$35.9M +$409K +6,675 +1%
UBS Group
29
UBS Group
Switzerland
$35.5M +$8.17M +133,395 +32%
Ameriprise
30
Ameriprise
Minnesota
$35.3M +$30.5M +497,931 +1,039%
TFO
31
Tarbox Family Office
California
$34.8M +$488K +7,969 +1%
BHWM
32
Beaird Harris Wealth Management
Texas
$34.7M -$425K -6,945 -1%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$34.3M +$32M +523,110 +26,155,500%
WA
34
Waddell & Associates
Tennessee
$32.1M +$1.09M +17,765 +4%
BCI
35
Brinker Capital Investments
Pennsylvania
$31.5M -$2.34M -38,303 -7%
OPS
36
Orion Portfolio Solutions
Nebraska
$31.5M -$2.34M -38,303 -7%
LFG
37
Larson Financial Group
Missouri
$30.6M -$3.01M -49,094 -9%
WPA
38
West Paces Advisors
Georgia
$29.4M +$904K +14,764 +3%
WWP
39
Waypoint Wealth Partners
California
$28.9M +$346K +5,655 +1%
AFA
40
Arlington Financial Advisors
California
$26.6M +$441K +7,197 +2%
RWM
41
Rockwood Wealth Management
Pennsylvania
$25.8M -$492K -8,034 -2%
VCM
42
Versant Capital Management
Arizona
$25.5M +$2.49M +40,698 +12%
APP
43
Avantax Planning Partners
Iowa
$25.3M +$1.16M +19,031 +5%
CCWM
44
Correct Capital Wealth Management
Missouri
$25.2M +$486K +7,945 +2%
MBFW
45
Morton Brown Family Wealth
Pennsylvania
$25.2M +$1.19M +19,415 +5%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$25.2M +$12M +196,121 +104%
TI
47
Truepoint Inc
Ohio
$25.1M -$384K -6,273 -2%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$23.7M +$6.61M +107,928 +42%
GSWM
49
Greenup Street Wealth Management
Michigan
$23.6M -$1.01M -16,461 -4%
AWM
50
Apollon Wealth Management
South Carolina
$23M +$746K +12,180 +4%
1
2
3 4 5

AVEM Hedge Fund Activity: Q3 2024 in Review

448 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q3 2024, worth a combined $6.26B — up 24% from $5.05B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new AVEM positions and 18 closed out — a net gain of 40 holders — while 224 added to existing stakes and 111 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $345M. The largest seller was Strategic Financial Concepts, cutting an estimated $130M.

  • 448 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q3 2024, up from 413 in Q2 2024.
  • Funds reported $6.26B of Avantis Emerging Markets Equity ETF stock for Q3 2024, up 24% quarter-over-quarter.
  • 58 funds opened new Avantis Emerging Markets Equity ETF positions in Q3 2024 and 18 closed out, a net change of +40 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $345M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2024.