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Avantis Emerging Markets Equity ETF

513 hedge funds and large institutions have $6.77B invested in Avantis Emerging Markets Equity ETF in 2024 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 247 increasing their positions, 120 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 28

106% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 120

15% more funds holding

Funds holding: 448513 (+65)

8% more capital invested

Capital invested by funds: $6.26B → $6.77B (+$509M)

7.92% more ownership

Funds ownership: 88.28%96.2% (+7.9%)

4% more funds holding in top 10

Funds holding in top 10: 5658 (+2)

Holders
513
Holders Change
+65
Holders Change %
+14.51%
% of All Funds
6.76%
Holding in Top 10
58
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.57%
% of All Funds
0.76%
New
101
Increased
247
Reduced
120
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$974M +$73M +1,172,561 +8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$877M +$69.4M +1,115,487 +8%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$472M +$500M +8,028,007 New
Morgan Stanley
4
Morgan Stanley
New York
$294M +$39.7M +638,165 +15%
Cerity Partners
5
Cerity Partners
New York
$129M +$3.77M +60,499 +3%
HTC
6
Haverford Trust Company
Pennsylvania
$129M -$3.42M -54,878 -2%
AAS
7
Annex Advisory Services
Wisconsin
$123M -$28.3M -455,138 -18%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$122M +$12.1M +193,793 +10%
Wells Fargo
9
Wells Fargo
California
$121M +$36.7M +589,303 +40%
HighTower Advisors
10
HighTower Advisors
Illinois
$109M +$5.4M +86,792 +5%
American Century Companies
11
American Century Companies
Missouri
$104M +$24M +385,780 +28%
PFA
12
Pure Financial Advisors
California
$87.2M -$851K -13,670 -0.9%
LPL Financial
13
LPL Financial
California
$78.6M +$7.46M +119,922 +10%
CWM
14
Congress Wealth Management
Massachusetts
$77.6M -$118K -1,890 -0.1%
ORL
15
Oak Root LLC
California
$68.7M
Creative Planning
16
Creative Planning
Kansas
$68.1M -$5.92M -95,068 -8%
WP
17
WMS Partners
Maryland
$63.6M +$2.28M +36,625 +4%
MML Investors Services
18
MML Investors Services
Massachusetts
$62.9M +$7.97M +127,990 +14%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$62.6M +$33.8M +542,486 +104%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$62.4M +$5.54M +89,018 +9%
Bank of America
21
Bank of America
North Carolina
$57.3M +$24.5M +392,892 +68%
AP
22
Adero Partners
California
$56.5M +$4.43M +71,135 +8%
Corient Private Wealth
23
Corient Private Wealth
Florida
$51.8M -$573K -9,213 -1%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$51.8M +$30.9M +496,438 +129%
SFS
25
Summit Financial Strategies
Ohio
$49.6M +$2.35M +37,825 +5%

AVEM Hedge Fund Activity: Q4 2024 in Review

513 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis Emerging Markets Equity ETF (AVEM) for Q4 2024, worth a combined $6.77B — up 8.1% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new AVEM positions and 28 closed out — a net gain of 73 holders — while 247 added to existing stakes and 120 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $500M. The largest seller was Jane Street, cutting an estimated $88.3M.

  • 513 institutional investors held Avantis Emerging Markets Equity ETF (AVEM) as of Q4 2024, up from 448 in Q3 2024.
  • Funds reported $6.77B of Avantis Emerging Markets Equity ETF stock for Q4 2024, up 8.1% quarter-over-quarter.
  • 101 funds opened new Avantis Emerging Markets Equity ETF positions in Q4 2024 and 28 closed out, a net change of +73 holders.
  • The largest Avantis Emerging Markets Equity ETF buyer in Q4 2024 was Mercer Global Advisors, an estimated $500M added.
  • The largest Avantis Emerging Markets Equity ETF seller in Q4 2024 was Jane Street, an estimated $88.3M sold.

Based on aggregated 13F filings for Q4 2024.