Avantis Emerging Markets Equity ETF
AVEM
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.
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: 60 → 77 (+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: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFA
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
+$7.58M |
| 2 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
+$5.31M |
| 3 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$3.42M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$3.4M |
| 5 |
AP
Adero Partners
Pleasanton,
California
|
+$3.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$36.9M |
| 2 |
VCM
Versant Capital Management
Phoenix,
Arizona
|
-$213K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$74.3K |
| 4 |
QCG
Quadrant Capital Group
Cincinnati,
Ohio
|
-$63K |
| 5 |
Morgan Stanley
New York
|
-$55.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFO
76
CVA Family Office
Denver,
Colorado
| $1K | +$680 | +10 | New |
|
|
QCG
77
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$63K | -956 | Closed |
|
|
WWM
78
Wolff Wiese Magana
Carslbad,
California
| – | -$1K | -18 | Closed |
|
79
Fidelity Investments
Boston,
Massachusetts
| – | +$204 | +3 | 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.