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Avantis Emerging Markets Equity ETF
AVEM

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: 384 → 413 (+29)

5% more funds holding in top 10

Funds holding in top 10: 55 → 58 (+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
–

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$128M
2
SC
Savant Capital
Illinois
+$59.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$48.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$31.1M
5
Morgan Stanley
Morgan Stanley
New York
+$29M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$36.7M
2
EF
Empowered Funds
Pennsylvania
-$14.5M
3
JP Morgan Chase
JP Morgan Chase
New York
-$11.9M
4
BHWM
Beaird Harris Wealth Management
Texas
-$8.71M
5
GSWM
Greenup Street Wealth Management
Michigan
-$6.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1
Savant Capital
Illinois
$866M +$59.5M +992,460 +8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$499M +$48.2M +803,346 +11%
Morgan Stanley
3
Morgan Stanley
New York
$189M +$29M +484,475 +19%
HTC
4
Haverford Trust Company
Pennsylvania
$137M +$179K +2,983 +0.1%
AAS
5
Annex Advisory Services
Wisconsin
$136M -$4.64M -77,355 -3%
HighTower Advisors
6
HighTower Advisors
Illinois
$107M -$3.16M -52,692 -3%
Cerity Partners
7
Cerity Partners
New York
$99.4M +$2.55M +42,565 +3%
American Century Companies
8
American Century Companies
Missouri
$94.8M -$562K -9,379 -0.6%
PFA
9
Pure Financial Advisors
California
$92.4M -$442K -7,370 -0.5%
Wells Fargo
10
Wells Fargo
California
$86.9M +$8.51M +142,032 +11%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$86.7M +$5.46M +91,009 +7%
CWM
12
Congress Wealth Management
Massachusetts
$80.7M +$10.8M +180,067 +16%
Creative Planning
13
Creative Planning
Kansas
$79.8M -$2.98M -49,775 -4%
ORL
14
Oak Root LLC
California
$72.6M – – –
LPL Financial
15
LPL Financial
California
$66.4M +$5.97M +99,541 +10%
WP
16
WMS Partners
Maryland
$60.5M +$558K +9,313 +0.9%
Corient Private Wealth
17
Corient Private Wealth
Florida
$54.5M +$31.1M +519,122 +139%
AP
18
Adero Partners
California
$52.7M +$2.23M +37,145 +4%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$50.6M +$4.23M +70,484 +9%
SFS
20
Summit Financial Strategies
Ohio
$47.5M +$1.87M +31,182 +4%
GI
21
Gradient Investments
Minnesota
$33.9M -$2.92M -48,696 -8%
AP
22
Atwood & Palmer
Missouri
$33.8M +$571K +9,520 +2%
FM
23
Foster & Motley
Ohio
$33.6M -$790K -13,178 -2%
BHWM
24
Beaird Harris Wealth Management
Texas
$33.2M -$8.71M -145,240 -21%
TFO
25
Tarbox Family Office
California
$32.5M +$336K +5,606 +1%
1
2 3 4 5

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.