We are live on ! Find out more
AVEM icon

Avantis Emerging Markets Equity ETF
AVEM

95 hedge funds and large institutions have $569M invested in Avantis Emerging Markets Equity ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

450% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 10

23% more funds holding

Funds holding: 77 → 95 (+18)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

7% more capital invested

Capital invested by funds: $534M → $569M (+$35M)

0.06% less ownership

Funds ownership: 65.7% → 65.64% (-0.06%)

Holders
95
Holders Change
+18
Holders Change %
+23.38%
% of All Funds
1.66%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
22
Increased
55
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFG
Larson Financial Group
Missouri
+$18M
2
LPL Financial
LPL Financial
California
+$7.24M
3
BDWCC
B&D White Capital Company
Texas
+$6.01M
4
WWP
Waypoint Wealth Partners
California
+$5.23M
5
HighTower Advisors
HighTower Advisors
Illinois
+$5.11M

Top Sellers

1
Jane Street
Jane Street
New York
-$4.31M
2
Citadel Advisors
Citadel Advisors
Florida
-$1M
3
RJA
Raymond James & Associates
Florida
-$264K
4
T
TRUADVICE
Florida
-$199K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$143K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
76
Managed Account Services
Florida
$236K +$243K +3,657 New
TFO
77
Tarbox Family Office
California
$208K – – –
Osaic Holdings
78
Osaic Holdings
Arizona
$168K +$160K +2,418 +1,343%
Morgan Stanley
79
Morgan Stanley
New York
$151K -$118K -1,782 -43%
GTAM
80
Global Trust Asset Management
Florida
$149K – – –
BAM
81
Baldrige Asset Management
Pennsylvania
$139K – – –
BWM
82
BerganKDV Wealth Management
Minnesota
$113K – – –
LWM
83
Liberty Wealth Management
California
$99K – – –
MAM
84
Marquette Asset Management
Minnesota
$87K +$89.7K +1,353 New
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$79K +$41.3K +622 +104%
Bank of America
86
Bank of America
North Carolina
$33K +$33.5K +505 New
RIM
87
Rockbridge Investment Management
New York
$29K +$30.2K +455 New
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$28K -$143K -2,156 -83%
S
89
SignatureFD
Georgia
$20K +$20.9K +315 New
US Bancorp
90
US Bancorp
Minnesota
$13K +$13.1K +197 New
CFA
91
Carroll Financial Associates
North Carolina
$5K +$5.31K +80 New
GI
92
Gradient Investments
Minnesota
$3K +$2.92K +44 New
EVM
93
Eaton Vance Management
Massachusetts
$3K +$238K +3,588 +9%
ADL
94
Asset Dedication LLC
California
$2K +$2.39K +36 New
Jane Street
95
Jane Street
New York
– -$4.31M -61,980 Closed
Citigroup
96
Citigroup
New York
– -$3K -50 Closed
CFO
97
CVA Family Office
Colorado
– -$1K -10 Closed
CTC
98
Central Trust Company
Missouri
– +$663 +10 New
1 2 3
4

AVEM Hedge Fund Activity: Q3 2021 in Review

95 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q3 2021, worth a combined $569M — up 6.5% from $534M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AVEM positions and 4 closed out — a net gain of 18 holders — while 55 added to existing stakes and 10 trimmed.

The largest buyer was Larson Financial Group, adding an estimated $18M. The largest seller was Jane Street, exiting entirely with an estimated $4.31M sold.

  • 95 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q3 2021, up from 77 in Q2 2021.
  • Funds reported $569M of Avantis Emerging Markets Equity ETF stock for Q3 2021, up 6.5% quarter-over-quarter.
  • 22 funds opened new Avantis Emerging Markets Equity ETF positions in Q3 2021 and 4 closed out, a net change of +18 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q3 2021 was Larson Financial Group, an estimated $18M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q3 2021 was Jane Street, an estimated $4.31M sold.

Based on aggregated 13F filings for Q3 2021.