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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
DWP
101
Destiny Wealth Partners
Florida
$10.2M +$12.5K +204 +0.1%
AFS
102
Annapolis Financial Services
Maryland
$9.84M +$1.06M +17,252 +13%
NWM
103
Northwest Wealth Management
Iowa
$9.71M +$188K +3,077 +2%
KCPG
104
Kavar Capital Partners Group
Kansas
$9.31M +$250K +4,077 +3%
FWM
105
Fonville Wealth Management
Virginia
$9.28M +$416K +6,802 +5%
VWA
106
Valued Wealth Advisors
Utah
$9.1M -$387K -6,315 -4%
VH
107
Visionary Horizons
Tennessee
$9.07M +$286K +4,668 +3%
MWM
108
Merriman Wealth Management
Washington
$8.98M +$1.76M +28,827 +26%
SFM
109
Signet Financial Management
New Jersey
$8.81M +$75.8K +1,238 +0.9%
GWM
110
Grand Wealth Management
Michigan
$8.8M +$437K +7,135 +6%
CW
111
CreativeOne Wealth
Kansas
$8.64M +$2.35M +38,324 +40%
WP
112
WealthPLAN Partners
Nebraska
$8.4M -$556K -9,081 -7%
FFA
113
Fragasso Financial Advisors
Pennsylvania
$8.38M +$429K +7,003 +6%
JP Morgan Chase
114
JP Morgan Chase
New York
$8.38M -$4.9M -80,118 -38%
SRB
115
Shotwell Rutter Baer
Michigan
$8.36M +$194K +3,168 +3%
LW
116
Libra Wealth
California
$8.26M +$463K +7,562 +6%
AAS
117
Avantax Advisory Services
Texas
$8.23M +$2.88M +47,086 +59%
SIC
118
SJS Investment Consulting
Ohio
$8.12M +$922K +15,055 +14%
Citadel Advisors
119
Citadel Advisors
Florida
$8.1M +$7.68M +125,446 New
PCM
120
Passive Capital Management
Maryland
$8.03M +$11.5K +188 +0.2%
TWP
121
Total Wealth Planning
Ohio
$7.92M -$325K -5,308 -4%
MFG
122
Merit Financial Group
Georgia
$7.86M -$957K -15,635 -11%
HNWA
123
Henrickson Nauta Wealth Advisors
Michigan
$7.72M -$79.5K -1,299 -1%
PP
124
Prosperity Planning
Missouri
$7.7M +$303K +4,957 +4%
FFM
125
Flagstone Financial Management
Nebraska
$7.24M -$422K -6,897 -6%
3 4
5
6 7

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.