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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 %
OCG
51
Opus Capital Group
Ohio
$7.5M +$984K +19,507 +15%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$7.46M +$987K +19,557 +15%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$7.13M +$5.31M +105,249 +291%
PLFA
54
Pacific Life Fund Advisors
California
$7.13M +$7.13M +141,362 New
SHFA
55
SC&H Financial Advisors
Maryland
$7.04M +$490K +9,715 +7%
KCPG
56
Kavar Capital Partners Group
Kansas
$6.96M +$2.01M +39,834 +41%
BSW
57
Buckingham Strategic Wealth
Missouri
$6.75M +$2.22M +44,026 +49%
GSWM
58
Greenup Street Wealth Management
Michigan
$6.53M +$78K +1,547 +1%
VWM
59
Venturi Wealth Management
Texas
$6.2M +$6.2M +122,954 New
HNWA
60
Henrickson Nauta Wealth Advisors
Michigan
$6.04M +$351K +6,949 +6%
GWM
61
Grand Wealth Management
Michigan
$5.83M +$1.89M +37,398 +48%
BA
62
Bridgewater Advisors
New York
$5.65M +$5.65M +112,003 New
PCM
63
Passive Capital Management
Maryland
$5.63M +$2.55M +50,634 +83%
NWM
64
Northwest Wealth Management
Iowa
$5.62M +$2.39M +47,417 +74%
OMC
65
Old Mission Capital
Illinois
$5.29M -$2.53M -50,108 -32%
DAS
66
Dynamic Advisor Solutions
Arizona
$5.21M +$701K +13,889 +16%
MAM
67
McLean Asset Management
Virginia
$5.17M +$3.99M +79,082 +337%
CAMV
68
Concord Asset Management (Virginia)
Virginia
$5.09M +$566K +11,223 +13%
AC
69
AWM Capital
Arizona
$4.81M +$1.36K +27 +0%
TH
70
Team Hewins
California
$4.61M +$4.61M +91,340 New
KLI
71
Kelman-Lazarov Inc
Tennessee
$4.53M +$4.53M +89,836 New
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$4.44M +$103K +2,032 +2%
RLIM
73
Red Lighthouse Investment Management
New York
$4.29M +$4.29M +85,047 New
CPIG
74
Chicago Partners Investment Group
Illinois
$4.26M +$935K +17,329 +28%
PP
75
Prosperity Planning
Missouri
$4.21M – – –
1 2
3
4 5