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Avantis Emerging Markets Equity ETF
AVEM

Overview Fund Activity

357 hedge funds and large institutions have $4.59B invested in Avantis Emerging Markets Equity ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 174 increasing their positions, 75 reducing their positions, and 13 closing their positions.

Holders
357
Holders Change
+67
Holders Change %
+23.1%
% of All Funds
5.23%
Holding in Top 10
54
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.39%
% of All Funds
0.79%
New
85
Increased
174
Reduced
75
Closed
13
Calls
$6K
Puts
$73K
Net Calls
-$67K
Net Calls Change
-$67K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$287M
2
SC
2
Savant Capital
Illinois
$692M
3
HTC
3
Haverford Trust Company
Pennsylvania
$124M
4
SFS
4
Summit Financial Strategies
Ohio
$38.5M
5
Wells Fargo
5
Wells Fargo
California
$56M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$83.8M
2
FTUS
2
Flow Traders U.S.
New York
$1.94M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.65M
4
SP
4
Symmetry Partners
Connecticut
$25.6M
5
HFA
5
Highland Financial Advisors
New Jersey
$5.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
76
JRM Investment Counsel
Nebraska
$10.1M +$3.77M +66,796 +59%
FFM
77
Flagstone Financial Management
Nebraska
$9.99M -$477K -8,454 -5%
AA
78
Aire Advisors
California
$9.72M -$186K -3,288 -2%
Osaic Holdings
79
Osaic Holdings
Arizona
$9.65M -$7.15M -126,760 -43%
DPI
80
Diversified Portfolios Inc
Michigan
$9.6M +$2.85M +50,507 +42%
MML Investors Services
81
MML Investors Services
Massachusetts
$9.5M +$3.03M +53,698 +47%
CPA
82
Cardiff Park Advisors
California
$9.42M +$393K +6,975 +4%
FIA
83
Foundations Investment Advisors
Arizona
$9.21M +$344K +6,228 +4%
OCG
84
Opus Capital Group
Ohio
$9.19M +$21K +373 +0.2%
WRPWM
85
Werba Rubin Papier Wealth Management
California
$9.04M +$22.4K +398 +0.2%
EFL
86
ERn Financial LLC
Wisconsin
$8.93M -$74.9K -1,399 -0.8%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$8.8M +$497K +8,816 +6%
NWM
88
Northwest Wealth Management
Iowa
$8.62M +$1.09M +19,332 +14%
GWM
89
Grand Wealth Management
Michigan
$8.07M +$1.03M +18,328 +15%
TWP
90
Total Wealth Planning
Ohio
$8.02M -$278K -4,934 -3%
WP
91
WealthPLAN Partners
Nebraska
$7.99M -$76.6K -1,359 -1%
VH
92
Visionary Horizons
Tennessee
$7.77M +$7.77M +137,834 New
AFS
93
Annapolis Financial Services
Maryland
$7.76M +$3.61M +64,037 +87%
Jones Financial Companies
94
Jones Financial Companies
Missouri
$7.72M +$7.55M +133,870 +4,501%
VFPI
95
Vantage Financial Partners (Illinois)
Illinois
$7.49M +$7.49M +132,882 New
DAS
96
Dynamic Advisor Solutions
Arizona
$7.21M +$132K +2,387 +2%
MFG
97
Merit Financial Group
Georgia
$6.99M +$6.99M +123,943 New
HNWA
98
Henrickson Nauta Wealth Advisors
Michigan
$6.88M +$149K +2,634 +2%
MWM
99
Merriman Wealth Management
Washington
$6.74M -$25.9K -459 -0.4%
SRB
100
Shotwell Rutter Baer
Michigan
$6.7M +$6.7M +121,582 New
2 3
4
5 6