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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 %
BCI
251
Brinker Capital Investments
Pennsylvania
$688K +$688K +12,418 New
OPS
252
Orion Portfolio Solutions
Nebraska
$688K +$688K +12,418 New
ASN
253
Advisory Services Network
Georgia
$674K +$58.5K +1,037 +10%
AW
254
Atlas Wealth
Ohio
$670K – – –
CPA
255
Capital Performance Advisors
California
$658K +$14.9K +265 +2%
SWM
256
Seed Wealth Management
Illinois
$646K – – –
Cambridge Investment Research Advisors
257
Cambridge Investment Research Advisors
Iowa
$645K -$28.1K -499 -4%
CCMI
258
Creative Capital Management Investments
California
$629K – – –
AWS
259
Atria Wealth Solutions
New York
$629K +$152K +2,704 +32%
CPCM
260
Cardinal Point Capital Management
Ontario, Canada
$625K +$54.7K +970 +10%
AWG
261
Altus Wealth Group
Colorado
$622K +$14.3K +253 +2%
OCM
262
Orion Capital Management
California
$616K -$51.9K -921 -8%
EC
263
Eaton-Cambridge
Arizona
$602K +$602K +10,669 New
SM
264
Sensible Money
Arizona
$567K -$12.7K -226 -2%
VCA
265
Verdence Capital Advisors
Maryland
$560K +$284K +5,045 +103%
LG
266
LAM Group
Oregon
$544K +$22.8K +405 +4%
GT
267
Glenview Trust
Kentucky
$532K – – –
EH
268
Equitable Holdings
New York
$521K +$521K +9,237 New
PCMC
269
Private Capital Management (Colorado)
Colorado
$514K +$278K +4,936 +118%
HFS
270
Haverford Financial Services
Pennsylvania
$499K +$217K +3,855 +77%
NRWA
271
North Ridge Wealth Advisors
Oregon
$484K – – –
AWM
272
Aprio Wealth Management
Georgia
$480K -$329K -5,840 -41%
MGW
273
MB Generational Wealth
Washington
$471K +$471K +8,345 New
FNBSF
274
First National Bank Sioux Falls
South Dakota
$464K -$2.54K -45 -0.5%
HH
275
Hilltop Holdings
Texas
$450K +$450K +7,981 New
9 10
11
12 13