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Avantis Emerging Markets Equity ETF
AVEM

Overview Fund Activity

410 hedge funds and large institutions have $5.03B invested in Avantis Emerging Markets Equity ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 213 increasing their positions, 111 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+29
Holders Change %
+7.61%
% of All Funds
5.96%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.84%
New
51
Increased
213
Reduced
111
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$866M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$499M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$54.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$189M
5
APP
5
Avantax Planning Partners
Iowa
$22.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$18.1M
2
EF
2
Empowered Funds
Pennsylvania
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12.8M
4
BHWM
4
Beaird Harris Wealth Management
Texas
$33.2M
5
GSWM
5
Greenup Street Wealth Management
Michigan
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
226
IEQ Capital
California
$1.52M – – –
PCA
227
Prosperity Capital Advisors
Ohio
$1.49M +$562K +9,196 +60%
TWD
228
True Wealth Design
Ohio
$1.49M -$23.1K -378 -2%
SWM
229
Sagace Wealth Management
Florida
$1.49M +$1.49M +24,339 New
GLA
230
Good Life Advisors
Pennsylvania
$1.48M -$46.6K -762 -3%
EK
231
Evensky & Katz
Florida
$1.44M +$2.38K +39 +0.2%
AF
232
Apollon Financial
South Carolina
$1.42M +$38.4K +629 +3%
CCA
233
Clarity Capital Advisors
Florida
$1.39M +$19.1K +313 +1%
AW
234
Atlas Wealth
Ohio
$1.38M +$605K +9,716 +78%
Envestnet Portfolio Solutions
235
Envestnet Portfolio Solutions
Illinois
$1.36M +$66.6K +1,090 +5%
VA
236
Valmark Advisers
Ohio
$1.32M +$5.32K +87 +0.4%
RW
237
RVW Wealth
California
$1.31M -$58.2K -952 -4%
Pathstone Holdings
238
Pathstone Holdings
New Jersey
$1.31M +$546K +8,944 +72%
SWM
239
Seaside Wealth Management
California
$1.3M +$98.6K +1,614 +8%
GWM
240
Geneos Wealth Management
Colorado
$1.29M +$43.7K +715 +4%
SA
241
Stewardship Advisors
Pennsylvania
$1.28M -$1.15M -18,748 -47%
LEFP
242
Leading Edge Financial Planning
Tennessee
$1.27M +$1.27M +20,831 New
HWM
243
HB Wealth Management
Georgia
$1.26M -$6.29K -103 -0.5%
QHA
244
Quarry Hill Advisors
Minnesota
$1.24M +$7.51K +123 +0.6%
ASFA
245
All Season Financial Advisors
Colorado
$1.22M +$130K +2,134 +12%
AWM
246
Axxcess Wealth Management
California
$1.22M +$997K +16,325 +452%
MFS
247
Mattson Financial Services
Michigan
$1.15M +$1.15M +18,892 New
AWM
248
Ariadne Wealth Management
California
$1.14M +$1.14M +18,723 New
SWA
249
Sax Wealth Advisors
New Jersey
$1.14M +$1.14M +18,602 New
Cambridge Investment Research Advisors
250
Cambridge Investment Research Advisors
Iowa
$1.09M +$26.3K +430 +2%
8 9
10
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