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Avantis Emerging Markets Equity ETF
AVEM

Overview Fund Activity

357 hedge funds and large institutions have $4.59B invested in Avantis Emerging Markets Equity ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 174 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+67
Holders Change %
+23.1%
% of All Funds
5.23%
Holding in Top 10
54
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.39%
% of All Funds
0.79%
New
85
Increased
174
Reduced
75
Closed
13
Calls
$6K
Puts
$73K
Net Calls
-$67K
Net Calls Change
-$67K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$287M
2
SC
Savant Capital
Illinois
$692M
3
HTC
Haverford Trust Company
Pennsylvania
$124M
4
SFS
Summit Financial Strategies
Ohio
$38.5M
5
Wells Fargo
Wells Fargo
California
$56M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$83.8M
2
FTUS
Flow Traders U.S.
New York
$1.94M
3
Osaic Holdings
Osaic Holdings
Arizona
$9.65M
4
SP
Symmetry Partners
Connecticut
$25.6M
5
HFA
Highland Financial Advisors
New Jersey
$5.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWM
226
Robertson Stephens Wealth Management
California
$967K -$131K -2,328 -12%
RPG
227
Resource Planning Group
Georgia
$946K +$946K +16,775 New
IA
228
IFP Advisors
Florida
$946K +$366K +6,486 +63%
BWS
229
BCR Wealth Strategies
Alabama
$941K -$37.6K -668 -4%
AF
230
Apollon Financial
South Carolina
$938K +$938K +16,631 New
EWA
231
EverSource Wealth Advisors
Alabama
$896K +$12.9K +228 +1%
ASFA
232
All Season Financial Advisors
Colorado
$890K +$217K +3,851 +32%
NL
233
NWAM LLC
Washington
$887K +$111K +1,961 +14%
BAM
234
Bayshore Asset Management
Florida
$871K +$4.34K +77 +0.5%
CTC
235
Cetera Trust Company
Minnesota
$866K +$866K +15,357 New
WA
236
Wealthstream Advisors
New York
$843K +$614K +10,884 +268%
VAG
237
Vannoy Advisory Group
Texas
$823K +$823K +14,590 New
Pathstone Holdings
238
Pathstone Holdings
New Jersey
$809K +$809K +14,345 New
BWP
239
BSW Wealth Partners
Colorado
$791K +$791K +14,028 New
HPM
240
Hoxton Planning & Management
West Virginia
$784K -$76.3K -1,353 -9%
FWM
241
FMB Wealth Management
California
$783K -$80.7K -1,431 -9%
Comerica Bank
242
Comerica Bank
Texas
$775K +$68.1K +1,207 +10%
SWP
243
Stratos Wealth Partners
Ohio
$774K +$231K +4,102 +43%
THL
244
Tillman Hartley LLC
Colorado
$764K +$12K +213 +2%
JCM
245
Jacobi Capital Management
Pennsylvania
$744K -$58K -1,029 -7%
Natixis Advisors
246
Natixis Advisors
Massachusetts
$734K +$734K +13,031 New
MFC
247
Morris Financial Concepts
South Carolina
$715K +$15.9K +282 +2%
Envestnet Portfolio Solutions
248
Envestnet Portfolio Solutions
Illinois
$708K +$216K +3,838 +44%
PWA
249
PCG Wealth Advisors
Kansas
$706K -$314K -5,571 -31%
VWA
250
Valued Wealth Advisors
Utah
$688K +$688K +13,035 New
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10
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