We are live on ! Find out more
AVEM icon

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
P
201
&Partners
Tennessee
$2.64M +$1.58M +25,768 +170%
Osaic Holdings
202
Osaic Holdings
Arizona
$2.64M -$3.4M -55,462 -58%
PCG
203
Prosperity Consulting Group
Maryland
$2.63M -$80K -1,307 -3%
IC
204
IEQ Capital
California
$2.6M +$947K +15,475 +62%
SPA
205
Shore Point Advisors
New Jersey
$2.59M +$5.75K +94 +0.2%
SFC
206
Strategic Financial Concepts
Texas
$2.55M -$130M -2,117,714 -98%
IA
207
IFP Advisors
Florida
$2.46M +$245K +4,001 +12%
BP
208
BWM Planning
Texas
$2.43M +$2.31M +37,655 New
EFN
209
Equita Financial Network
Pennsylvania
$2.4M -$417K -6,806 -15%
MAA
210
Mraz Amerine & Associates
California
$2.34M +$106K +1,724 +5%
BFA
211
Brown Financial Advisors
Ohio
$2.26M +$119K +1,946 +6%
CPL
212
CAP Partners LLC
Tennessee
$2.22M +$106K +1,736 +5%
Envestnet Portfolio Solutions
213
Envestnet Portfolio Solutions
Illinois
$2.2M +$718K +11,733 +53%
AI
214
Atria Investments
North Carolina
$2.2M +$79.3K +1,296 +4%
SPA
215
Sentinel Pension Advisors
Massachusetts
$2.16M +$9.61K +157 +0.5%
HH
216
Hilltop Holdings
Texas
$2.16M +$1.57M +25,611 +330%
ACM
217
Armbruster Capital Management
New York
$2.12M -$838K -13,697 -29%
Baird Financial Group
218
Baird Financial Group
Wisconsin
$2.11M +$116K +1,903 +6%
IAS
219
IMA Advisory Services
Colorado
$2.09M +$334K +5,460 +20%
CWA
220
Canvas Wealth Advisors
Kansas
$2.06M -$77.7K -1,270 -4%
BDWCC
221
B&D White Capital Company
Texas
$2.04M +$1.57M +25,566 +421%
AWM
222
Axxcess Wealth Management
California
$2.01M +$688K +11,243 +56%
SSW
223
Stone Summit Wealth
Florida
$2.01M +$1.9M +31,082 New
BWM
224
BlackDiamond Wealth Management
New York
$1.98M +$1.98M +32,385 New
FWM
225
Fortress Wealth Management
California
$1.96M -$3.02M -49,361 -62%
7 8
9
10 11

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.