AVEM icon

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 %
APG
276
Abacus Planning Group
South Carolina
$417K – – –
KAS
277
Kestra Advisory Services
Texas
$412K +$132K +2,344 +47%
Wealthfront Advisers
278
Wealthfront Advisers
California
$409K +$40.4K +717 +11%
CG
279
Caprock Group
Idaho
$397K +$677 +12 +0.2%
LNC
280
Lincoln National Corp
Pennsylvania
$397K +$138K +2,455 +54%
SXL
281
Summit X LLC
Missouri
$394K -$95.9K -1,701 -20%
SF
282
Symphony Financial
Texas
$390K -$2.03M -37,596 -84%
NFG
283
Nations Financial Group
Iowa
$387K – – –
CNC
284
Citizens & Northern Corp
Pennsylvania
$382K +$382K +6,781 New
BDWCC
285
B&D White Capital Company
Texas
$365K +$5.53K +98 +2%
FA
286
Flagstar Advisors
New York
$364K +$7.44K +132 +2%
LWM
287
Lakeridge Wealth Management
Ohio
$364K +$364K +6,456 New
PCA
288
Prosperity Capital Advisors
Ohio
$364K +$364K +6,448 New
MA
289
Mutual Advisors
Nebraska
$364K +$169 +3 +0%
EAM
290
Evanson Asset Management
California
$358K +$7.27K +129 +2%
UB
291
UMB Bank
Missouri
$352K – – –
C
292
Certuity
Florida
$350K +$7.11K +126 +2%
PNC Financial Services Group
293
PNC Financial Services Group
Pennsylvania
$344K +$176K +3,113 +104%
CAMG
294
CWA Asset Management Group
Florida
$340K +$340K +6,029 New
DFC
295
DBK Financial Counsel
Ohio
$335K +$335K +5,945 New
UWM
296
USAdvisors Wealth Management
Minnesota
$328K +$83.1K +1,475 +34%
LSA
297
Lion Street Advisors
Texas
$328K +$328K +5,814 New
FIC
298
Family Investment Center
Missouri
$318K +$318K +5,635 New
RWM
299
Ruedi Wealth Management
Illinois
$311K +$56 +1 +0%
ACG
300
Allen Capital Group
Nebraska
$310K +$310K +5,490 New
10 11
12
13 14