Avantis Emerging Markets Equity

AVEM • ARCA

Avantis Emerging Markets Equity is an exchange-traded fund on ARCA. As of Q3 2025, 660 institutional investors hold shares in this ETF, with total holdings valued at $12.2B. Savant Capital, LLC is the largest holder with a position valued at $1.4B.

Overview

Overview of institutional ownership in AVEM as of Q3 2025

All Institutions

Institutions: 660
Value Held: $12.2B
Shares Held: 161.9M
Avg Position: $18.4M
Median Position: $2.0M

Hedge Funds

Hedge Funds: 4
Value Held: $9.3M
Shares Held: 123.8K
Avg Position: $2.3M
Median Position: $2.0M

Biggest Investors

Institutions with the largest positions in AVEM as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Savant Capital, LLC RIA/Wealth	Brent Raymond Brodeski CEO	$1.4B 7.35% of portfolio	18.5M shares	Q3 2022 Held for 3y 2m	$18.9B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$1.4B 0.10% of portfolio	18.4M shares	Q3 2021 Held for 4y 2m	$1.33T
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$785.2M 0.23% of portfolio	10.5M shares	Q1 2021 Held for 4y 8m	$341.99B
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	Charles David Welling CEO	$691.7M 1.16% of portfolio	9.2M shares	Q4 2024 Held for 11 months	$59.9B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$377.7M 0.02% of portfolio	5.0M shares	Q1 2021 Held for 4y 8m	$1.65T
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$363.4M 0.07% of portfolio	4.8M shares	Q2 2022 Held for 3y 5m	$488.61B
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	-	$210.4M 0.14% of portfolio	2.8M shares	Q4 2020 Held for 4y 11m	$149.83B
HPM Partners LLC RIA/Wealth	Kurt Patrick Miscinski President	$202.1M 0.33% of portfolio	2.7M shares	Q3 2023 Held for 2y 2m	$61.7B
L LPL Financial LLC Institution	-	$201.3M 0.06% of portfolio	2.7M shares	Q1 2021 Held for 4y 8m	$340.07B
A AMERICAN CENTURY COMPANIES INC Institution	-	$170.7M 0.09% of portfolio	2.3M shares	Q4 2019 Held for 5y 11m	$195.93B

Net Capital Flow

Institutional buying and selling activity for AVEM in Q3 2025

Net Flow: +$722.4M
Buyers: 313
Sellers: 181
Total Bought: +$1.5B
Total Sold: −$729.7M
Avg Position: $20.8M

Biggest Buyers

Institution	Net Bought	Current Position
WELLS FARGO & COMPANY/MN Institution	+$265.5M +3.5M shares	$363.4M 4.8M shares
A Advisor Group Holdings, Inc. Institution	+$104.9M +1.4M shares	$125.7M 1.7M shares
JPMORGAN CHASE & CO Institution	+$82.1M +1.1M shares	$105.5M 1.4M shares
BANK OF AMERICA CORP /DE/ Institution	+$65.2M +867.7K shares	$1.4B 18.4M shares
B BOKF, NA Institution	+$64.0M +852.3K shares	$64.7M 861.3K shares
AMERIPRISE FINANCIAL INC Institution	+$54.4M +724.8K shares	$170.0M 2.3M shares
L LPL Financial LLC Institution	+$50.7M +675.6K shares	$201.3M 2.7M shares
Savant Capital, LLC RIA/Wealth	+$42.4M +564.4K shares	$1.4B 18.5M shares
Cetera Investment Advisers RIA/Wealth	+$39.4M +524.4K shares	$80.6M 1.1M shares
Modern Wealth Management, LLC RIA/Wealth	+$38.3M +509.7K shares	$51.7M 688.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$530.3M −7.1M shares	$785.2M 10.5M shares
C CI Private Wealth, LLC RIA/Wealth	−$21.6M −287.7K shares	$56.9M 757.2K shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	−$19.6M −261.1K shares	$210.4M 2.8M shares
T TCG Advisory Services, LLC RIA/Wealth	−$16.8M −245.3K shares	Sold Off 0 shares
Buckingham Strategic Partners RIA/Wealth	−$15.9M −210.6K shares	$19.7M 261.6K shares
Simplicity Wealth,LLC RIA/Wealth	−$14.4M −191.2K shares	$16.5M 220.3K shares
Armis Advisers, LLC RIA/Wealth	−$13.1M −190.5K shares	Sold Off 0 shares
A AMERICAN CENTURY COMPANIES INC Institution	−$11.9M −158.1K shares	$170.7M 2.3M shares
O OLD MISSION CAPITAL LLC Institution	−$9.2M −123.0K shares	$23.3M 309.8K shares
J JANE STREET GROUP, LLC Institution	−$7.9M −104.7K shares	$11.4M 152.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AVEM in Q3 2025

New Positions: 102
New Value: $341.5M
Exited Positions: 26
Exited Value: $39.9M

New Positions

Institution	Position Value
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	$170.3M 2.3M shares
ACT Advisors, LLC. RIA/Wealth	$22.3M 297.3K shares
Armstrong, Fleming & Moore, Inc RIA/Wealth	$15.1M 201.6K shares
M McMahon Financial Advisors, LLC RIA/Wealth	$14.0M 185.8K shares
Summit Financial, LLC RIA/Wealth	$13.4M 178.5K shares
B Buck Wealth Strategies, LLC RIA/Wealth	$11.2M 149.5K shares
Choice Wealth Advisors, LLC RIA/Wealth	$10.0M 133.5K shares
I INVENIO WEALTH PARTNERS LLC RIA/Wealth	$4.9M 65.4K shares
Horst & Graben Wealth Management LLC RIA/Wealth	$4.9M 64.9K shares
Fidelis Capital Partners, LLC RIA/Wealth	$4.6M 61.0K shares

Exited Positions

Institution	Previous Position
T TCG Advisory Services, LLC RIA/Wealth	$16.8M 245.3K shares
Armis Advisers, LLC RIA/Wealth	$13.1M 190.5K shares
S Strategic Financial Concepts, LLC RIA/Wealth	$4.4M 64.6K shares
T TOWNSQUARE CAPITAL LLC RIA/Wealth	$2.3M 32.8K shares
HICKS CAPITAL MANAGEMENT LLC RIA/Wealth	$851.6K 12.4K shares
Fifth Third Wealth Advisors LLC RIA/Wealth	$772.8K 11.3K shares
L Lion Street Advisors, LLC RIA/Wealth	$638.9K 9.3K shares
McElhenny Sheffield Capital Management, LLC Long Only Manager	$358.0K 1.0K shares
WESTBOURNE INVESTMENTS, INC. RIA/Wealth	$323.3K 4.7K shares
JOURNEY STRATEGIC WEALTH LLC RIA/Wealth	$216.0K 3.2K shares

Options Activity

Institutions with the largest Call and Put options positions in AVEM as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with AVEM as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Oak Root LLC RIA/Wealth	Kevin Charles Root Managing Partner	10.15% $87.7M	1.2M shares	Q4 2023 Held for 1y 11m	$863.5M
M Morton Brown Family Wealth, LLC RIA/Wealth	David Alan Miller Founder	9.91% $34.5M	459.7K shares	Q1 2023 Held for 2y 8m	$348.5M
ACT Advisors, LLC. RIA/Wealth	Roger Wesley Johnson Managing Partner	9.03% $22.3M	297.3K shares	Q3 2025 Held for 2 months	$247.1M
WJ Interests, LLC RIA/Wealth	Jared William Jameson CEO	8.21% $20.3M	270.7K shares	Q2 2022 Held for 3y 5m	$247.6M
Savant Capital, LLC RIA/Wealth	Brent Raymond Brodeski CEO	7.35% $1.4B	18.5M shares	Q3 2022 Held for 3y 2m	$18.9B
Armstrong, Fleming & Moore, Inc RIA/Wealth	Alexandra Armstrong Chairman	7.23% $15.1M	201.6K shares	Q3 2025 Held for 2 months	$209.3M
JRM Investment Counsel, LLC RIA/Wealth	Jack Robert Mcdonnell President	7.08% $23.4M	311.8K shares	Q1 2023 Held for 2y 8m	$331.0M
GREENUP STREET WEALTH MANAGEMENT LLC RIA/Wealth	Anthony Michael Schmitt CEO	6.92% $44.9M	598.1K shares	Q4 2021 Held for 3y 11m	$648.9M
Fort Vancouver Investment Management, LLC RIA/Wealth	Yves M Balcer Founder	6.87% $12.4M	164.8K shares	Q2 2024 Held for 1y 5m	$180.1M
DEFINE FINANCIAL, LLC RIA/Wealth	Taylor Robert Schulte CEO	6.69% $11.1M	148.4K shares	Q4 2024 Held for 11 months	$166.7M

Hedge Fund Spotlight

Discover hedge funds investing in AVEM

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in Avantis Emerging Markets Equity

Market Value: $4.3M
Shares Held: 56.8K
Portfolio Weight: 0.00%
Owned Since: 2024-Q2

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$4.1B	2.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%