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Avantis Emerging Markets Equity ETF
AVEM

Overview Fund Activity

221 hedge funds and large institutions have $2.03B invested in Avantis Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 107 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+38
Holders Change %
+20.77%
% of All Funds
3.57%
Holding in Top 10
34
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+88.89%
% of All Funds
0.55%
New
58
Increased
107
Reduced
43
Closed
13
Calls
$30K
Puts
$76K
Net Calls
-$46K
Net Calls Change
-$46K

Top Buyers

1
SC
1
Savant Capital
Illinois
$446M
2
Creative Planning
2
Creative Planning
Kansas
$181M
3
Morgan Stanley
3
Morgan Stanley
New York
$65.9M
4
HTC
4
Haverford Trust Company
Pennsylvania
$53.1M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$72.4M

Top Sellers

1
LFG
1
Larson Financial Group
Missouri
$23.7M
2
FM
2
Foster & Motley
Ohio
$27.4M
3
TI
3
Truepoint Inc
Ohio
$24.1M
4
American Century Companies
4
American Century Companies
Missouri
$67M
5
OMC
5
Old Mission Capital
Illinois
$5.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
26
TCI Wealth Advisors
Arizona
$15.2M +$9.24M +183,166 +154%
WIM
27
WealthPlan Investment Management
Nebraska
$14.9M +$92K +1,703 +0.6%
WP
28
WealthPLAN Partners
Nebraska
$14.9M +$14.9M +276,783 New
JFA
29
JNBA Financial Advisors
Minnesota
$14.3M +$2.02M +39,967 +16%
PP
30
PrairieView Partners
Minnesota
$13.9M +$2.09M +41,464 +18%
RDFA
31
Ritter Daniher Financial Advisory
Ohio
$13.4M +$13.1M +259,769 +4,916%
AP
32
Atwood & Palmer
Missouri
$13.3M +$13.3M +264,595 New
HPA
33
High Probability Advisors
New York
$12.9M +$4.4M +87,174 +52%
RWM
34
Rockwood Wealth Management
Pennsylvania
$12.9M +$1.81M +35,793 +16%
QFA
35
Quantum Financial Advisors
California
$12M +$754K +14,944 +7%
WA
36
Waverly Advisors
Alabama
$11.8M +$1.64M +32,508 +16%
FFM
37
Flagstone Financial Management
Nebraska
$11.6M +$11.6M +229,452 New
WI
38
WJ Interests
Texas
$11.1M -$31.1K -616 -0.3%
PL
39
Plancorp LLC
Missouri
$10.8M +$2.63M +52,096 +32%
CA
40
CGN Advisors
Kansas
$9.61M +$4.33M +85,811 +82%
WCA
41
Waypoint Capital Advisors
Minnesota
$9.34M -$1.35M -26,712 -13%
MWM
42
Merriman Wealth Management
Washington
$9.32M +$5.19M +102,819 +126%
WFA
43
Websterrogers Financial Advisors
South Carolina
$9.05M +$372K +7,383 +4%
EFL
44
ERn Financial LLC
Wisconsin
$8.86M +$6.32M +125,306 +249%
HIGP
45
Hill Investment Group Partners
Missouri
$8.74M +$3.93M +77,950 +82%
WRPWM
46
Werba Rubin Papier Wealth Management
California
$8.34M +$8.34M +165,273 New
CWP
47
Concord Wealth Partners
Virginia
$7.9M -$1.44M -28,486 -15%
CPA
48
Cardiff Park Advisors
California
$7.7M +$6.76M +133,905 +715%
HFA
49
Highland Financial Advisors
New Jersey
$7.61M -$50K -992 -0.7%
TWP
50
Total Wealth Planning
Ohio
$7.6M +$3.92M +77,796 +107%
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