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Avantis Emerging Markets Equity ETF
AVEM

Overview Fund Activity

381 hedge funds and large institutions have $4.46B invested in Avantis Emerging Markets Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+24
Holders Change %
+6.72%
% of All Funds
5.52%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
0.8%
New
47
Increased
192
Reduced
104
Closed
19
Calls
–
Puts
$603K
Net Calls
-$603K
Net Calls Change
-$536K

Top Buyers

1
SC
1
Savant Capital
Illinois
$764M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$427M
3
Jane Street
3
Jane Street
New York
$52.7M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$105M
5
AFA
5
Arlington Financial Advisors
California
$23.4M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$151M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$21.7M
5
OMC
5
Old Mission Capital
Illinois
$432K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
226
Forum Financial Management
Illinois
$1.17M +$136K +2,342 +13%
QHA
227
Quarry Hill Advisors
Minnesota
$1.17M -$27.8K -480 -2%
SWM
228
Seaside Wealth Management
California
$1.14M – – –
EW
229
Evoke Wealth
California
$1.11M +$1.11M +19,175 New
SWP
230
Summit Wealth Partners
Florida
$1.07M +$806K +13,904 +306%
SRC
231
Sage Rhino Capital
California
$1.05M -$11.6K -200 -1%
ASFA
232
All Season Financial Advisors
Colorado
$1.04M +$121K +2,080 +13%
Baird Financial Group
233
Baird Financial Group
Wisconsin
$1.01M +$8.11K +140 +0.8%
Cambridge Investment Research Advisors
234
Cambridge Investment Research Advisors
Iowa
$1.01M +$343K +5,913 +52%
RSWM
235
Robertson Stephens Wealth Management
California
$994K – – –
KPWS
236
Kestra Private Wealth Services
Texas
$960K +$960K +16,562 New
WA
237
Wealthstream Advisors
New York
$946K +$78.9K +1,361 +9%
BWS
238
BCR Wealth Strategies
Alabama
$917K -$52.2K -899 -5%
AWS
239
Atria Wealth Solutions
New York
$908K +$261K +4,508 +40%
Financial Engines Advisors
240
Financial Engines Advisors
California
$907K +$907K +15,648 New
ASN
241
Advisory Services Network
Georgia
$895K +$202K +3,488 +29%
BAM
242
Bayshore Asset Management
Florida
$895K – – –
CTC
243
Cetera Trust Company
Minnesota
$890K – – –
PCA
244
Prosperity Capital Advisors
Ohio
$885K +$512K +8,826 +137%
Natixis Advisors
245
Natixis Advisors
Massachusetts
$863K +$108K +1,866 +14%
SWP
246
Stratos Wealth Partners
Ohio
$861K +$64.7K +1,116 +8%
LG
247
LAM Group
Oregon
$855K +$296K +5,110 +53%
VAG
248
Vannoy Advisory Group
Texas
$846K – – –
NL
249
NWAM LLC
Washington
$831K -$112K -1,866 -12%
Comerica Bank
250
Comerica Bank
Texas
$828K +$31.2K +538 +4%
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