We are live on ! Find out more
AVEM icon

Avantis Emerging Markets Equity ETF
AVEM

513 hedge funds and large institutions have $6.77B invested in Avantis Emerging Markets Equity ETF in 2024 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 247 increasing their positions, 120 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 28

106% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 120

15% more funds holding

Funds holding: 448 → 513 (+65)

8% more capital invested

Capital invested by funds: $6.26B → $6.77B (+$509M)

7.92% more ownership

Funds ownership: 88.28% → 96.2% (+7.9%)

4% more funds holding in top 10

Funds holding in top 10: 56 → 58 (+2)

Holders
513
Holders Change
+65
Holders Change %
+14.51%
% of All Funds
6.76%
Holding in Top 10
58
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.57%
% of All Funds
0.76%
New
101
Increased
247
Reduced
120
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$500M
2
SC
Savant Capital
Illinois
+$73M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$69.4M
4
Morgan Stanley
Morgan Stanley
New York
+$39.7M
5
MFG
Merit Financial Group
Georgia
+$36.8M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$88.3M
2
AAS
Annex Advisory Services
Wisconsin
-$28.3M
3
OMC
Old Mission Capital
Illinois
-$16.5M
4
FVIM
Fort Vancouver Investment Management
Washington
-$12.2M
5
VWM
Venturi Wealth Management
Texas
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
501
MidAtlantic Capital Management
Virginia
$4.88K – – –
OP
502
ORG Partners
Indiana
$4.61K +$2.05K +33 +75%
PP
503
Pacifica Partners
Canada
$3.76K – – –
EWA
504
Elevate Wealth Advisory
Georgia
$3.12K +$498 +8 +18%
CA
505
Clearstead Advisors
Ohio
$2.23K +$2.37K +38 New
HGERS
506
Householder Group Estate & Retirement Specialist
Arizona
$2K +$3.17K +51 New
TC
507
Truvestments Capital
Florida
$1.88K +$1.99K +32 New
HBW
508
Hazlett, Burt & Watson
West Virginia
$1K +$1.25K +20 New
EWM
509
Evermay Wealth Management
Virginia
$951 +$996 +16 New
PSFG
510
Park Square Financial Group
Georgia
$941 +$996 +16 New
AssetMark Inc
511
AssetMark Inc
California
$882 +$934 +15 New
NP
512
NorthRock Partners
Minnesota
$579 -$622 -10 -50%
AA
513
Addison Advisors
Vermont
$573 – – –
KFI
514
Key Financial Inc
Pennsylvania
$353 – – –
OMC
515
Old Mission Capital
Illinois
– -$16.5M -255,722 Closed
FVIM
516
Fort Vancouver Investment Management
Washington
– -$12.2M -188,434 Closed
SW
517
Simplicity Wealth
New Jersey
– -$10.3M -159,572 Closed
FTUS
518
Flow Traders U.S.
New York
– -$2.69M -41,625 Closed
SWM
519
Sagace Wealth Management
Florida
– -$1.96M -30,185 Closed
FFM
520
Forum Financial Management
Illinois
– -$1.1M -17,098 Closed
Prudential Financial
521
Prudential Financial
New Jersey
– -$945K -14,634 Closed
TFM
522
Trademark Financial Management
Minnesota
– -$456K -7,056 Closed
FTDI
523
First Trust Direct Indexing
Massachusetts
– -$331K -5,129 Closed
CM
524
Cornerstone Management
Georgia
– -$288K -4,454 Closed
FNBT
525
FineMark National Bank & Trust
Florida
– -$247K -3,828 Closed
18 19 20
21
22

AVEM Hedge Fund Activity: Q4 2024 in Review

513 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q4 2024, worth a combined $6.77B — up 8.1% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new AVEM positions and 28 closed out — a net gain of 73 holders — while 247 added to existing stakes and 120 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $500M. The largest seller was Jane Street, cutting an estimated $88.3M.

  • 513 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q4 2024, up from 448 in Q3 2024.
  • Funds reported $6.77B of Avantis Emerging Markets Equity ETF stock for Q4 2024, up 8.1% quarter-over-quarter.
  • 101 funds opened new Avantis Emerging Markets Equity ETF positions in Q4 2024 and 28 closed out, a net change of +73 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q4 2024 was Mercer Global Advisors, an estimated $500M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q4 2024 was Jane Street, an estimated $88.3M sold.

Based on aggregated 13F filings for Q4 2024.