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Avantis Emerging Markets Equity ETF

413 hedge funds and large institutions have $5.05B invested in Avantis Emerging Markets Equity ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 214 increasing their positions, 112 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 18

91% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 112

13% more capital invested

Capital invested by funds: $4.47B → $5.05B (+$575M)

8% more funds holding

Funds holding: 384413 (+29)

5% more funds holding in top 10

Funds holding in top 10: 5558 (+3)

2.02% more ownership

Funds ownership: 87.87%89.88% (+2%)

Holders
413
Holders Change
+29
Holders Change %
+7.55%
% of All Funds
5.96%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.84%
New
51
Increased
214
Reduced
112
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
101
Kavar Capital Partners Group
Kansas
$8.56M +$134K +2,237 +2%
WP
102
WealthPLAN Partners
Nebraska
$8.5M -$107K -1,783 -1%
MFG
103
Merit Financial Group
Georgia
$8.39M -$240K -3,998 -3%
FWM
104
Fonville Wealth Management
Virginia
$8.36M +$1.06M +17,654 +15%
VH
105
Visionary Horizons
Tennessee
$8.3M -$448K -7,468 -5%
SFM
106
Signet Financial Management
New Jersey
$8.26M +$325K +5,425 +4%
AFS
107
Annapolis Financial Services
Maryland
$8.25M +$998K +16,640 +14%
TWP
108
Total Wealth Planning
Ohio
$8.07M -$565K -9,418 -7%
GWM
109
Grand Wealth Management
Michigan
$7.88M -$2.01M -33,486 -21%
OMC
110
Old Mission Capital
Illinois
$7.8M +$7.21M +120,225 +1,611%
SRB
111
Shotwell Rutter Baer
Michigan
$7.75M +$54.6K +911 +0.7%
PCM
112
Passive Capital Management
Maryland
$7.58M +$322K +5,377 +5%
FFA
113
Fragasso Financial Advisors
Pennsylvania
$7.5M +$857K +14,290 +13%
HNWA
114
Henrickson Nauta Wealth Advisors
Michigan
$7.38M -$47.4K -790 -0.6%
LW
115
Libra Wealth
California
$7.35M +$1.38M +23,014 +24%
FFM
116
Flagstone Financial Management
Nebraska
$7.26M -$1.1M -18,367 -13%
PP
117
Prosperity Planning
Missouri
$6.98M +$171K +2,851 +3%
TH
118
Team Hewins
California
$6.97M +$77.5K +1,292 +1%
SIC
119
SJS Investment Consulting
Ohio
$6.76M +$1.33M +22,135 +25%
MWM
120
Merriman Wealth Management
Washington
$6.73M -$47.6K -794 -0.7%
KLI
121
Kelman-Lazarov Inc
Tennessee
$6.67M -$18.6K -311 -0.3%
CPP
122
Capasso Planning Partners
South Carolina
$6.33M -$253K -4,226 -4%
BA
123
Bridgewater Advisors
New York
$6.11M -$277K -4,625 -4%
Osaic Holdings
124
Osaic Holdings
Arizona
$5.89M +$1.22M +20,359 +27%
CW
125
CreativeOne Wealth
Kansas
$5.83M +$5.72M +95,392 New

AVEM Hedge Fund Activity: Q2 2024 in Review

413 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q2 2024, worth a combined $5.05B — up 13% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AVEM positions and 18 closed out — a net gain of 33 holders — while 214 added to existing stakes and 112 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $128M. The largest seller was Jane Street, cutting an estimated $36.7M.

  • 413 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q2 2024, up from 384 in Q1 2024.
  • Funds reported $5.05B of Avantis Emerging Markets Equity ETF stock for Q2 2024, up 13% quarter-over-quarter.
  • 51 funds opened new Avantis Emerging Markets Equity ETF positions in Q2 2024 and 18 closed out, a net change of +33 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $128M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q2 2024 was Jane Street, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2024.