We are live on ! Find out more
AVEM icon

Avantis Emerging Markets Equity ETF

77 hedge funds and large institutions have $534M invested in Avantis Emerging Markets Equity ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 2

450% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 8

28% more funds holding

Funds holding: 6077 (+17)

11% more capital invested

Capital invested by funds: $481M → $534M (+$53.1M)

4.98% less ownership

Funds ownership: 70.68%65.7% (-5%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
77
Holders Change
+17
Holders Change %
+28.33%
% of All Funds
1.34%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
20
Increased
44
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T
51
TRUADVICE
Florida
$579K +$120K +1,771 +25%
BDWCC
52
B&D White Capital Company
Texas
$553K +$541K +7,957 New
CPIG
53
Chicago Partners Investment Group
Illinois
$535K +$14.1K +208 +3%
CPWM
54
Cardinal Point Wealth Management
California
$475K -$8.5K -125 -2%
PWM
55
Perigon Wealth Management
California
$433K -$1.9K -28 -0.4%
FNBSF
56
First National Bank Sioux Falls
South Dakota
$391K +$382K +5,625 New
APG
57
Abacus Planning Group
South Carolina
$356K +$2.18K +32 +0.6%
SCM
58
SOL Capital Management
Maryland
$351K +$343K +5,043 New
MFT
59
Moisand Fitzgerald Tamayo
Florida
$306K
Morgan Stanley
60
Morgan Stanley
New York
$287K -$55.9K -822 -17%
AC
61
Applied Capital
Arkansas
$286K +$57.9K +851 +26%
CW
62
CreativeOne Wealth
Kansas
$262K +$257K +3,773 New
MA
63
Mutual Advisors
Nebraska
$260K +$31.8K +467 +14%
IWM
64
IHT Wealth Management
Illinois
$255K +$250K +3,670 New
TFO
65
Tarbox Family Office
California
$225K
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$180K +$17.8K +262 +11%
GTAM
67
Global Trust Asset Management
Florida
$161K
BAM
68
Baldrige Asset Management
Pennsylvania
$149K +$146K +2,147 New
TIM
69
Tortoise Investment Management
New York
$124K +$121K +1,780 New
BWM
70
BerganKDV Wealth Management
Minnesota
$122K
LWM
71
Liberty Wealth Management
California
$106K +$104K +1,530 New
LFG
72
Larson Financial Group
Missouri
$83K +$81.6K +1,200 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$42K +$40.8K +600 New
Osaic Holdings
74
Osaic Holdings
Arizona
$12K +$2.04K +30 +20%
Citigroup
75
Citigroup
New York
$3K +$3.4K +50 New

AVEM Hedge Fund Activity: Q2 2021 in Review

77 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q2 2021, worth a combined $534M — up 11% from $481M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AVEM positions and 2 closed out — a net gain of 18 holders — while 44 added to existing stakes and 8 trimmed.

The largest buyer was Wipfli Financial Advisors, adding an estimated $7.58M. The largest seller was American Century Companies, cutting an estimated $36.9M.

  • 77 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q2 2021, up from 60 in Q1 2021.
  • Funds reported $534M of Avantis Emerging Markets Equity ETF stock for Q2 2021, up 11% quarter-over-quarter.
  • 20 funds opened new Avantis Emerging Markets Equity ETF positions in Q2 2021 and 2 closed out, a net change of +18 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q2 2021 was Wipfli Financial Advisors, an estimated $7.58M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q2 2021 was American Century Companies, an estimated $36.9M sold.

Based on aggregated 13F filings for Q2 2021.