Avantis Emerging Markets Equity ETF
AVEM
60 hedge funds and large institutions have $481M invested in Avantis Emerging Markets Equity ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 1 closing their positions.
1,900% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 1
110% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 10
43% more funds holding
Funds holding: 42 → 60 (+18)
34% more capital invested
Capital invested by funds: $359M → $481M (+$122M)
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
10.85% less ownership
Funds ownership: 81.53% → 70.68% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$73.9M |
| 2 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$5.18M |
| 3 |
PP
PrairieView Partners
St. Paul,
Minnesota
|
+$4.77M |
| 4 |
AP
Adero Partners
Pleasanton,
California
|
+$3.78M |
| 5 |
WFA
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
+$2.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$9.52M |
| 2 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
-$2.38M |
| 3 |
WWP
Waypoint Wealth Partners
Mill Valley,
California
|
-$307K |
| 4 |
Jane Street
New York
|
-$151K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$100K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAA
51
Mraz Amerine & Associates
Modesto,
California
| $253K | +$255K | +3,856 | New |
|
|
MA
52
Mutual Advisors
Omaha,
Nebraska
| $215K | – | – | – |
|
|
AC
53
Applied Capital
Little Rock,
Arkansas
| $214K | +$215K | +3,258 | New |
|
|
TFO
54
Tarbox Family Office
Newport Beach,
California
| $212K | – | – | – |
|
55
Royal Bank of Canada
Toronto,
Ontario, Canada
| $153K | -$82K | -1,242 | -35% |
|
|
GTAM
56
Global Trust Asset Management
West Palm Beach,
Florida
| $152K | – | – | – |
|
|
BWM
57
BerganKDV Wealth Management
Bloomington,
Minnesota
| $115K | +$116K | +1,751 | New |
|
|
QCG
58
Quadrant Capital Group
Cincinnati,
Ohio
| $63K | – | – | – |
|
59
Osaic Holdings
Scottsdale,
Arizona
| $10K | – | – | – |
|
|
WWM
60
Wolff Wiese Magana
Carslbad,
California
| $1K | +$1.19K | +18 | New |
|
61
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$39K | -624 | Closed |
|
AVEM Hedge Fund Activity: Q1 2021 in Review
60 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q1 2021, worth a combined $481M — up 34% from $359M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new AVEM positions and 1 closed out — a net gain of 19 holders — while 21 added to existing stakes and 10 trimmed.
The largest buyer was Pure Financial Advisors, opening a new position worth an estimated $73.9M. The largest seller was American Century Companies, cutting an estimated $9.52M.
- 60 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q1 2021, up from 42 in Q4 2020.
- Funds reported $481M of Avantis Emerging Markets Equity ETF stock for Q1 2021, up 34% quarter-over-quarter.
- 20 funds opened new Avantis Emerging Markets Equity ETF positions in Q1 2021 and 1 closed out, a net change of +19 holders.
- The largest Avantis Emerging Markets Equity ETF buyer in Q1 2021 was Pure Financial Advisors, an estimated $73.9M added.
- The largest Avantis Emerging Markets Equity ETF seller in Q1 2021 was American Century Companies, an estimated $9.52M sold.
Based on aggregated 13F filings for Q1 2021.