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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 %
CF
276
Convergence Financial
Missouri
$790K +$553K +9,052 +233%
SXL
277
Summit X LLC
Missouri
$785K +$283K +4,617 +56%
AAS
278
Ameritas Advisory Services
Nebraska
$774K +$293K +4,795 +61%
SWM
279
Seed Wealth Management
Illinois
$770K – – –
CAL
280
Capital Analysts LLC
Pennsylvania
$765K +$765K +12,516 New
Prudential Financial
281
Prudential Financial
New Jersey
$762K +$353K +5,777 +86%
MFC
282
Morris Financial Concepts
South Carolina
$759K -$19.4K -317 -2%
BCG
283
Breakwater Capital Group
New Jersey
$757K +$757K +12,395 New
CPA
284
Capital Performance Advisors
California
$740K +$22.4K +367 +3%
CCMI
285
Creative Capital Management Investments
California
$724K +$42.8K +700 +6%
PWA
286
PCG Wealth Advisors
Kansas
$710K +$15.7K +257 +2%
PNC Financial Services Group
287
PNC Financial Services Group
Pennsylvania
$694K +$389K +6,367 +127%
HA
288
Herold Advisors
New York
$667K +$232K +3,799 +53%
TCM
289
Telos Capital Management
California
$660K +$660K +10,805 New
GT
290
Glenview Trust
Kentucky
$660K – – –
BRWA
291
B. Riley Wealth Advisors
Florida
$657K +$657K +10,763 New
AWM
292
Activest Wealth Management
Florida
$634K +$68.9K +1,128 +12%
USCWA
293
U.S. Capital Wealth Advisors
Texas
$629K +$629K +10,298 New
SM
294
Sensible Money
Arizona
$615K +$61 +1 +0%
DFC
295
DBK Financial Counsel
Ohio
$603K +$83.9K +1,373 +16%
OCM
296
Orion Capital Management
California
$599K -$4.7K -77 -0.8%
DFS
297
Dixon Fnancial Services
California
$569K – – –
SF
298
Symphony Financial
Texas
$563K +$103K +1,690 +22%
TFM
299
Trademark Financial Management
Minnesota
$559K +$559K +9,158 New
Renaissance Technologies
300
Renaissance Technologies
New York
$556K +$183K +3,000 +49%
10 11
12
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