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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 %
WRPWM
51
Werba Rubin Papier Wealth Management
California
$8.58M -$165K -3,122 -2%
PLFA
52
Pacific Life Fund Advisors
California
$8.4M +$920K +17,400 +12%
CAMV
53
Concord Asset Management (Virginia)
Virginia
$8.33M +$3M +56,677 +56%
CPA
54
Cardiff Park Advisors
California
$8.22M +$149K +2,808 +2%
OCG
55
Opus Capital Group
Ohio
$8.11M +$241K +4,559 +3%
HFA
56
Highland Financial Advisors
New Jersey
$8.1M +$129K +2,448 +2%
AA
57
Aire Advisors
California
$7.92M +$7.92M +149,558 New
TWP
58
Total Wealth Planning
Ohio
$7.82M -$146K -2,754 -2%
VWM
59
Venturi Wealth Management
Texas
$7.11M +$603K +11,405 +9%
KCPG
60
Kavar Capital Partners Group
Kansas
$6.98M -$316K -5,966 -4%
AC
61
Avestar Capital
New York
$6.96M +$6.96M +131,615 New
OIA
62
OneDigital Investment Advisors
Kansas
$6.85M +$4.53M +85,591 +194%
BSW
63
Buckingham Strategic Wealth
Missouri
$6.75M – – –
GWM
64
Grand Wealth Management
Michigan
$6.75M +$641K +12,124 +10%
HNWA
65
Henrickson Nauta Wealth Advisors
Michigan
$6.34M +$9.73K +184 +0.2%
FIA
66
Foundations Investment Advisors
Arizona
$6.2M +$6.2M +117,148 New
NWM
67
Northwest Wealth Management
Iowa
$6.2M +$299K +5,650 +5%
BA
68
Bridgewater Advisors
New York
$6.18M +$257K +4,854 +4%
PCM
69
Passive Capital Management
Maryland
$5.91M +$2.86K +54 +0%
PAS
70
Park Avenue Securities
New York
$5.83M +$3.66M +69,183 +169%
DAS
71
Dynamic Advisor Solutions
Arizona
$5.72M +$260K +4,919 +5%
WIM
72
WealthPlan Investment Management
Nebraska
$5.59M -$9.04M -171,009 -62%
GSWM
73
Greenup Street Wealth Management
Michigan
$5.49M -$1.35M -25,481 -20%
KLI
74
Kelman-Lazarov Inc
Tennessee
$5.17M +$420K +7,934 +9%
AC
75
AWM Capital
Arizona
$5.01M -$28K -530 -0.6%
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