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Avantis Emerging Markets Equity ETF
AVEM

Overview Fund Activity

261 hedge funds and large institutions have $2.3B invested in Avantis Emerging Markets Equity ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 125 increasing their positions, 56 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+40
Holders Change %
+18.1%
% of All Funds
4.18%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.54%
New
51
Increased
125
Reduced
56
Closed
9
Calls
$21K
Puts
$439K
Net Calls
-$418K
Net Calls Change
-$372K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$106M
2
SC
2
Savant Capital
Illinois
$502M
3
AWM
3
Aprio Wealth Management
Georgia
$27.4M
4
CWM
4
Congress Wealth Management
Massachusetts
$59M
5
AAS
5
Annex Advisory Services
Wisconsin
$69.2M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$113M
2
Jane Street
2
Jane Street
New York
$17.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.24M
4
WIM
4
WealthPlan Investment Management
Nebraska
$5.59M
5
WP
5
WealthPLAN Partners
Nebraska
$9.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$17.2M -$18.2M -343,888 -51%
CCM
27
Carlson Capital Management
Minnesota
$16.5M +$47K +888 +0.3%
JFA
28
JNBA Financial Advisors
Minnesota
$16.2M +$1.28M +24,230 +9%
TWA
29
TCI Wealth Advisors
Arizona
$15.7M -$210K -3,979 -1%
RDFA
30
Ritter Daniher Financial Advisory
Ohio
$15.6M +$1.62M +30,701 +12%
PP
31
PrairieView Partners
Minnesota
$15.3M +$721K +13,633 +5%
HPA
32
High Probability Advisors
New York
$15.2M +$1.66M +31,437 +12%
AP
33
Atwood & Palmer
Missouri
$14.3M +$266K +5,025 +2%
OMC
34
Old Mission Capital
Illinois
$12.8M +$7.27M +137,378 +131%
WI
35
WJ Interests
Texas
$12.7M +$957K +17,946 +8%
FFM
36
Flagstone Financial Management
Nebraska
$12.6M +$464K +8,773 +4%
QFA
37
Quantum Financial Advisors
California
$12.4M -$170K -3,206 -1%
WA
38
Waverly Advisors
Alabama
$12M -$318K -6,007 -3%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$11.6M +$4.14M +78,342 +55%
CA
40
CGN Advisors
Kansas
$10.8M +$772K +14,605 +8%
PL
41
Plancorp LLC
Missouri
$10.8M -$522K -9,878 -5%
Bank of America
42
Bank of America
North Carolina
$10.2M +$9.61M +181,728 +1,529%
WFA
43
Websterrogers Financial Advisors
South Carolina
$9.88M +$389K +7,358 +4%
MWM
44
Merriman Wealth Management
Washington
$9.74M -$29.7K -562 -0.3%
WCA
45
Waypoint Capital Advisors
Minnesota
$9.61M -$175K -3,304 -2%
EFL
46
ERn Financial LLC
Wisconsin
$9.47M +$186K +3,526 +2%
HIGP
47
Hill Investment Group Partners
Missouri
$9.15M -$11.3K -214 -0.1%
WP
48
WealthPLAN Partners
Nebraska
$9.03M -$5.61M -106,064 -38%
SHFA
49
SC&H Financial Advisors
Maryland
$8.75M +$1.37M +25,950 +19%
CWP
50
Concord Wealth Partners
Virginia
$8.59M +$305K +5,770 +4%
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