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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 %
AAM
301
Austin Asset Management
Texas
$304K -$21.4K -379 -7%
Prudential Financial
302
Prudential Financial
New Jersey
$295K +$10.3K +183 +4%
ATI
303
ARK & TLK Investments
Oklahoma
$290K +$290K +5,151 New
WP
304
WealthSource Partners
California
$281K -$14.9K -265 -5%
SWP
305
Summit Wealth Partners
Florida
$256K +$256K +4,538 New
HKIMG
306
Hutchens & Kramer Investment Management Group
Indiana
$256K +$256K +4,536 New
CM
307
Cornerstone Management
Georgia
$251K -$18.8K -334 -7%
SIMC
308
Squire Investment Management Company
Utah
$249K +$249K +4,407 New
LFA
309
Lauterbach Financial Advisors
Texas
$241K -$6.6K -117 -3%
MFT
310
Moisand Fitzgerald Tamayo
Florida
$237K – – –
WCWM
311
Willow Creek Wealth Management
California
$232K – – –
EMAM
312
Encompass More Asset Management
California
$227K +$227K +4,031 New
BPA
313
Beacon Pointe Advisors
California
$227K +$227K +4,027 New
Focus Partners Wealth
314
Focus Partners Wealth
Massachusetts
$211K +$211K +3,736 New
VCP
315
Vista Capital Partners
Oregon
$209K +$209K +3,710 New
CWM
316
Collaborative Wealth Management
Florida
$207K +$207K +3,679 New
AW
317
Avion Wealth
Texas
$204K – – –
GWSG
318
GPS Wealth Strategies Group
Colorado
$172K +$169K +2,999 +6,248%
US Bancorp
319
US Bancorp
Minnesota
$160K – – –
GTAM
320
Global Trust Asset Management
Florida
$130K – – –
TLA
321
Tanglewood Legacy Advisors
Texas
$114K – – –
NCM
322
Northwest Capital Management
Oregon
$110K +$2.09K +37 +2%
SPIA
323
Steward Partners Investment Advisory
New York
$93.4K +$29.9K +531 +47%
AWM
324
Able Wealth Management
New Jersey
$74.6K +$74.6K +1,323 New
CFD
325
Creative Financial Designs
Indiana
$59K -$677 -12 -1%
11 12
13
14 15