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Avantis Emerging Markets Equity ETF

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: 413448 (+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: 5856 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CAMV
76
Concord Asset Management (Virginia)
Virginia
$13.7M +$385K +6,289 +3%
PL
77
Plancorp LLC
Missouri
$13.5M -$27.8K -454 -0.2%
PAG
78
Private Advisor Group
New Jersey
$13M +$9.94M +162,424 +418%
OIA
79
OneDigital Investment Advisors
Kansas
$12.9M +$204K +3,332 +2%
CA
80
CGN Advisors
Kansas
$12.9M +$955K +15,593 +8%
BFG
81
Berger Financial Group
Minnesota
$12.9M -$430K -7,024 -3%
BWP
82
BSW Wealth Partners
Colorado
$12.8M +$382K +6,233 +3%
AWA
83
Amplius Wealth Advisors
Pennsylvania
$12.6M -$1.45M -23,696 -11%
DAS
84
Dynamic Advisor Solutions
Arizona
$12.6M +$822K +13,428 +7%
BEW
85
Burton Enright Welch
California
$12.5M +$172K +2,815 +1%
RJA
86
Raymond James & Associates
Florida
$12.3M +$6.44M +105,243 +123%
FVIM
87
Fort Vancouver Investment Management
Washington
$12.2M -$163K -2,656 -1%
OCG
88
Opus Capital Group
Ohio
$12M +$752K +12,292 +7%
WA
89
Waverly Advisors
Alabama
$11.8M -$633K -10,346 -5%
CPA
90
Cardiff Park Advisors
California
$11.7M +$249K +4,065 +2%
EFL
91
ERn Financial LLC
Wisconsin
$11.5M +$476K +7,771 +5%
RFG
92
REAP Financial Group
Texas
$11.3M +$1.17M +19,097 +12%
AA
93
Aire Advisors
California
$11M -$208K -3,404 -2%
GM
94
GeoWealth Management
Illinois
$10.8M +$4.69M +76,539 +84%
FIA
95
Foundations Investment Advisors
Arizona
$10.6M -$675K -11,028 -6%
ACG
96
Allen Capital Group
Nebraska
$10.6M +$437K +7,144 +5%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$10.5M +$1.09M +17,876 +12%
SW
98
Simplicity Wealth
New Jersey
$10.3M +$8.78M +143,489 +892%
WRPWM
99
Werba Rubin Papier Wealth Management
California
$10.3M +$687K +11,217 +8%
HIGP
100
Hill Investment Group Partners
Missouri
$10.3M +$455K +7,427 +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.