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Avantis Emerging Markets Equity ETF
AVEM

Overview Fund Activity

261 hedge funds and large institutions have $2.3B invested in Avantis Emerging Markets Equity ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 125 increasing their positions, 56 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+40
Holders Change %
+18.1%
% of All Funds
4.18%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.54%
New
51
Increased
125
Reduced
56
Closed
9
Calls
$21K
Puts
$439K
Net Calls
-$418K
Net Calls Change
-$372K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$106M
2
SC
2
Savant Capital
Illinois
$502M
3
AWM
3
Aprio Wealth Management
Georgia
$27.4M
4
CWM
4
Congress Wealth Management
Massachusetts
$59M
5
AAS
5
Annex Advisory Services
Wisconsin
$69.2M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$113M
2
Jane Street
2
Jane Street
New York
$17.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.24M
4
WIM
4
WealthPlan Investment Management
Nebraska
$5.59M
5
WP
5
WealthPLAN Partners
Nebraska
$9.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWP
226
WR Wealth Planners
Missouri
$124K +$370 +7 +0.3%
GTAM
227
Global Trust Asset Management
Florida
$122K – – –
PCMC
228
Private Capital Management (Colorado)
Colorado
$113K +$113K +2,130 New
TLA
229
Tanglewood Legacy Advisors
Texas
$107K +$107K +2,025 New
BAM
230
Baldrige Asset Management
Pennsylvania
$105K – – –
PTC
231
Private Trust Company
Ohio
$97.7K -$115K -2,172 -54%
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$89.9K +$89.9K +1,700 New
CL
233
COWA LLC
Oklahoma
$57.5K +$57.5K +104,127 New
CFD
234
Creative Financial Designs
Indiana
$53.5K +$53.5K +1,012 New
GFWA
235
Grey Fox Wealth Advisors
Delaware
$44.2K +$44.2K +836 New
Qube Research & Technologies (QRT)
236
Qube Research & Technologies (QRT)
United Kingdom
$36.8K +$36.8K +696 New
FHA
237
First Horizon Advisors
Tennessee
$36.7K +$36.7K +693 New
HI
238
Harbour Investments
Wisconsin
$30.5K – – –
NA
239
NewEdge Advisors
Louisiana
$29.2K +$29.2K +552 New
SPIA
240
Steward Partners Investment Advisory
New York
$28.6K +$28.6K +540 New
WP
241
WealthShield Partners
North Carolina
$26.4K +$26.4K +500 New
MAM
242
Marquette Asset Management
Minnesota
$25.3K -$57.3K -1,084 -69%
MFG
243
Mendota Financial Group
Wisconsin
$19.6K +$19.6K +330 New
FWP
244
FAS Wealth Partners
Kansas
$15.1K -$477 -9 -3%
IFS
245
Intelligent Financial Strategies
Minnesota
$10.3K -$461K -8,720 -98%
PFBT
246
Parkside Financial Bank & Trust
Missouri
$7.83K +$7.83K +148 New
BBHC
247
Brown Brothers Harriman & Co
New York
$7.67K +$7.67K +145 New
Commonwealth Equity Services
248
Commonwealth Equity Services
Massachusetts
$6.21K +$1.56K +29,510 +34%
WIM
249
Westside Investment Management
California
$5.29K +$5.29K +100 New
CHA
250
Carmichael Hill & Associates
Maryland
$5.29K +$5.29K +100 New
7 8 9
10
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