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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
RDFA
51
Ritter Daniher Financial Advisory
Ohio
$22.9M +$320K +5,220 +1%
CFS
52
Cannon Financial Strategists
Georgia
$21.8M +$311K +5,077 +2%
PP
53
PrairieView Partners
Minnesota
$21.7M +$732K +11,962 +4%
CAM
54
Cresset Asset Management
Illinois
$21.5M +$3.23M +52,835 +19%
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$21.4M +$20.3M +330,913 New
HPA
56
High Probability Advisors
New York
$20.9M -$390K -6,367 -2%
DPI
57
Diversified Portfolios Inc
Michigan
$20.4M +$2.74M +44,748 +16%
FPAS
58
Focus Partners Advisor Solutions
Missouri
$19.6M +$1.51M +24,622 +9%
VWM
59
Venturi Wealth Management
Texas
$19.2M +$595K +9,717 +3%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$18.8M +$1.3M +21,308 +8%
PAS
61
Park Avenue Securities
New York
$18.7M +$3.77M +61,662 +27%
QFA
62
Quantum Financial Advisors
California
$18.4M +$1.25M +20,438 +8%
WI
63
WJ Interests
Texas
$18.3M +$687K +11,221 +4%
TWA
64
TCI Wealth Advisors
Arizona
$17.3M -$73.1K -1,194 -0.4%
SHFA
65
SC&H Financial Advisors
Maryland
$17.1M +$773K +12,624 +5%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$17.1M -$4.89M -79,857 -23%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$16.9M -$116K -1,897 -0.7%
EWM
68
Executive Wealth Management
Michigan
$16.7M +$15.8M +258,732 New
OMC
69
Old Mission Capital
Illinois
$16.5M +$7.84M +128,035 +100%
JIC
70
JRM Investment Counsel
Nebraska
$16.4M -$408K -6,672 -3%
TC
71
Trilogy Capital
California
$15.9M +$653K +10,663 +5%
MWM
72
Mission Wealth Management
California
$15.3M +$4.63M +75,707 +47%
WCA
73
Waypoint Capital Advisors
Minnesota
$14.8M -$2.85M -46,548 -17%
CWP
74
Concord Wealth Partners
Virginia
$14.6M +$48.7K +796 +0.4%
WFA
75
Websterrogers Financial Advisors
South Carolina
$14M -$383K -6,252 -3%
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.