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Avantis Emerging Markets Equity ETF
AVEM

Overview Fund Activity

290 hedge funds and large institutions have $3.47B invested in Avantis Emerging Markets Equity ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 164 increasing their positions, 62 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+19
Holders Change %
+7.01%
% of All Funds
4.62%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.73%
New
31
Increased
164
Reduced
62
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$319M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$291M
3
Cerity Partners
3
Cerity Partners
New York
$86.6M
4
SC
4
Savant Capital
Illinois
$585M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$69.7M

Top Sellers

1
AWM
1
Aprio Wealth Management
Georgia
$758K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Creative Planning
3
Creative Planning
Kansas
$90.7M
4
VWA
4
V Wealth Advisors
Kansas
$0
5
American Century Companies
5
American Century Companies
Missouri
$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWP
26
Waypoint Wealth Partners
California
$22.4M +$542K +10,264 +2%
HIP
27
HUB Investment Partners
Texas
$21.7M +$1.69M +31,979 +8%
GVAG
28
Great Valley Advisor Group
Delaware
$20.1M +$2.83M +53,617 +16%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$19.7M +$4.1M +77,586 +26%
UBS Group
30
UBS Group
Switzerland
$19.3M +$1.28M +24,295 +7%
GSWM
31
Greenup Street Wealth Management
Michigan
$18.5M +$2.82M +53,389 +18%
VCM
32
Versant Capital Management
Arizona
$18.2M +$322K +6,098 +2%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$18M +$262K +4,959 +1%
JFA
34
JNBA Financial Advisors
Minnesota
$17.7M +$303K +5,747 +2%
Wells Fargo
35
Wells Fargo
California
$17.5M +$10.1M +191,767 +137%
CCM
36
Carlson Capital Management
Minnesota
$17.5M +$346K +6,549 +2%
RDFA
37
Ritter Daniher Financial Advisory
Ohio
$16.9M +$605K +11,459 +4%
HPA
38
High Probability Advisors
New York
$16.5M +$508K +9,624 +3%
PP
39
PrairieView Partners
Minnesota
$16.5M +$534K +10,125 +3%
Osaic Holdings
40
Osaic Holdings
Arizona
$15.7M +$11M +208,986 +235%
TWA
41
TCI Wealth Advisors
Arizona
$15.6M +$21.9K +414 +0.1%
MBFW
42
Morton Brown Family Wealth
Pennsylvania
$14.9M +$7.58M +143,630 +104%
WCA
43
Waypoint Capital Advisors
Minnesota
$13.7M +$2.66M +50,444 +24%
BSW
44
Buckingham Strategic Wealth
Missouri
$13.6M +$1.52M +28,734 +13%
CA
45
CGN Advisors
Kansas
$13.5M +$849K +16,074 +7%
Bank of America
46
Bank of America
North Carolina
$13.5M +$1.09M +20,732 +9%
TFO
47
Tarbox Family Office
California
$13.4M +$9.69M +183,603 +263%
CWP
48
Concord Wealth Partners
Virginia
$12.9M +$384K +7,281 +3%
QFA
49
Quantum Financial Advisors
California
$12.8M -$4.8K -91 -0%
CFS
50
Cannon Financial Strategists
Georgia
$12.6M +$5.67M +107,453 +82%
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