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Avantis Emerging Markets Equity ETF

77 hedge funds and large institutions have $534M invested in Avantis Emerging Markets Equity ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 2

450% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 8

28% more funds holding

Funds holding: 6077 (+17)

11% more capital invested

Capital invested by funds: $481M → $534M (+$53.1M)

4.98% less ownership

Funds ownership: 70.68%65.7% (-5%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
77
Holders Change
+17
Holders Change %
+28.33%
% of All Funds
1.34%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
20
Increased
44
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1
Wipfli Financial Advisors
Wisconsin
$132M +$7.58M +111,490 +6%
PFA
2
Pure Financial Advisors
California
$79.9M +$2M +29,416 +3%
American Century Companies
3
American Century Companies
Missouri
$51M -$36.9M -542,854 -43%
SP
4
Symmetry Partners
Connecticut
$34M
FM
5
Foster & Motley
Ohio
$29.5M +$1.65M +24,226 +6%
VCM
6
Versant Capital Management
Arizona
$23M -$213K -3,132 -0.9%
WWP
7
Waypoint Wealth Partners
California
$21.7M +$2.9M +42,646 +16%
WFA
8
Websterrogers Financial Advisors
South Carolina
$17.3M +$557K +8,189 +3%
HighTower Advisors
9
HighTower Advisors
Illinois
$13.2M +$2.67M +39,303 +26%
PP
10
PrairieView Partners
Minnesota
$11.5M +$1.25M +18,387 +12%
SWM
11
Soundmark Wealth Management
Washington
$10.2M +$263K +3,875 +3%
AP
12
Adero Partners
California
$9.57M +$3.02M +44,423 +48%
JFA
13
JNBA Financial Advisors
Minnesota
$8.95M +$3.42M +50,257 +64%
PL
14
Plancorp LLC
Missouri
$6.75M +$1.08M +15,956 +20%
CL
15
CPWM LLC
Washington
$6.62M +$1.1M +16,117 +20%
GPWA
16
Great Point Wealth Advisors
Massachusetts
$5.43M +$5.31M +78,133 New
Jane Street
17
Jane Street
New York
$4.31M +$2.03M +29,847 +93%
AF
18
Allworth Financial
California
$3.48M +$3.4M +50,021 New
PAG
19
Private Advisor Group
New Jersey
$3.22M +$337K +4,953 +12%
6M
20
6 Meridian
Kansas
$3.08M +$106K +1,557 +4%
DAS
21
Dynamic Advisor Solutions
Arizona
$2.95M +$2.89M +42,435 New
TI
22
Truepoint Inc
Ohio
$2.81M +$17.4K +256 +0.6%
EVM
23
Eaton Vance Management
Massachusetts
$2.73M +$741K +10,894 +39%
SPA
24
Sentinel Pension Advisors
Massachusetts
$2.67M +$2.61M +38,418 New
PP
25
Prosperity Planning
Missouri
$2.57M +$246K +3,624 +11%

AVEM Hedge Fund Activity: Q2 2021 in Review

77 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q2 2021, worth a combined $534M — up 11% from $481M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AVEM positions and 2 closed out — a net gain of 18 holders — while 44 added to existing stakes and 8 trimmed.

The largest buyer was Wipfli Financial Advisors, adding an estimated $7.58M. The largest seller was American Century Companies, cutting an estimated $36.9M.

  • 77 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q2 2021, up from 60 in Q1 2021.
  • Funds reported $534M of Avantis Emerging Markets Equity ETF stock for Q2 2021, up 11% quarter-over-quarter.
  • 20 funds opened new Avantis Emerging Markets Equity ETF positions in Q2 2021 and 2 closed out, a net change of +18 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q2 2021 was Wipfli Financial Advisors, an estimated $7.58M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q2 2021 was American Century Companies, an estimated $36.9M sold.

Based on aggregated 13F filings for Q2 2021.