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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 %
AF
76
Allworth Financial
California
$4.94M +$2.74M +51,728 +124%
TH
77
Team Hewins
California
$4.84M +$13.2K +249 +0.3%
PP
78
Prosperity Planning
Missouri
$4.58M +$778K +14,710 +20%
RLIM
79
Red Lighthouse Investment Management
New York
$4.53M +$31.5K +596 +0.7%
EWM
80
Echo Wealth Management
Minnesota
$4.44M +$431K +8,154 +11%
AF
81
Advisornet Financial
Minnesota
$4.44M +$226K +4,276 +5%
CPIG
82
Chicago Partners Investment Group
Illinois
$4.41M +$266K +5,070 +6%
Wells Fargo
83
Wells Fargo
California
$4.24M +$2.91M +54,977 +217%
Citadel Advisors
84
Citadel Advisors
Florida
$4.24M -$14.4M -272,520 -77%
CPP
85
Capasso Planning Partners
South Carolina
$4.21M +$316K +5,981 +8%
GPWA
86
Great Point Wealth Advisors
Massachusetts
$4.05M -$36.2K -685 -0.9%
SDWIA
87
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.8M +$196K +3,701 +5%
PCG
88
Prosperity Consulting Group
Maryland
$3.73M +$276K +5,210 +8%
TWA
89
Trellis Wealth Advisors
California
$3.71M +$346K +6,550 +10%
FWM
90
Fortress Wealth Management
California
$3.67M +$92.2K +1,744 +3%
LW
91
Libra Wealth
California
$3.66M +$7.72K +146 +0.2%
EWA
92
EP Wealth Advisors
California
$3.62M -$341K -6,450 -9%
M1FG
93
Mach-1 Financial Group
Arkansas
$3.6M +$3.6M +68 New
VWA
94
V Wealth Advisors
Kansas
$3.38M -$379K -7,170 -10%
BDWCC
95
B&D White Capital Company
Texas
$3.37M +$24K +453 +0.7%
SCM
96
SOL Capital Management
Maryland
$3.3M +$53.2K +1,006 +2%
DWM
97
Dopkins Wealth Management
New York
$3.14M -$754K -14,256 -19%
MAM
98
McLean Asset Management
Virginia
$3.14M -$2.28M -43,197 -42%
EWP
99
Elevation Wealth Partners
California
$3.09M +$3.09M +58,331 New
UBS Group
100
UBS Group
Switzerland
$3.04M +$693K +13,102 +30%
2 3
4
5 6