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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 %
FAAM
101
First Ascent Asset Management
Colorado
$2.97M +$98.1K +1,854 +3%
AR
102
Apeiron RIA
Texas
$2.95M – – –
Osaic Holdings
103
Osaic Holdings
Arizona
$2.92M +$1.41M +26,592 +93%
TIM
104
Tortoise Investment Management
New York
$2.84M +$265K +5,001 +10%
AWA
105
ARQ Wealth Advisors
Arizona
$2.69M +$94.5K +1,787 +4%
RJFSA
106
Raymond James Financial Services Advisors
Florida
$2.64M -$344K -6,508 -12%
WW
107
Waterfront Wealth
Kansas
$2.48M -$39.7K -751 -2%
AFS
108
Annapolis Financial Services
Maryland
$2.48M +$1M +18,939 +68%
SB
109
Strategic Blueprint
Georgia
$2.42M +$50.4K +953 +2%
JPMorgan Chase & Co
110
JPMorgan Chase & Co
New York
$2.41M -$58.9K -1,114 -2%
WPC
111
Wedmont Private Capital
Pennsylvania
$2.3M +$41.7K +791 +2%
IWP
112
IAG Wealth Partners
Wisconsin
$2.3M +$332K +6,279 +17%
W
113
WorthPointe
California
$2.21M -$262K -4,952 -11%
AFP
114
Ausdal Financial Partners
Iowa
$2.18M +$246K +4,659 +13%
DPI
115
Diversified Portfolios Inc
Michigan
$2.16M +$934K +17,668 +77%
SFM
116
Signet Financial Management
New Jersey
$2.15M +$877K +16,575 +69%
SPA
117
Sentinel Pension Advisors
Massachusetts
$2.14M +$649K +12,341 +43%
MRWM
118
ML&R Wealth Management
Texas
$2.14M +$9.1K +172 +0.4%
WFA
119
WMG Financial Advisors
Tennessee
$2.11M +$1.19M +18,054 +130%
JIC
120
JRM Investment Counsel
Nebraska
$2.08M +$2.08M +39,245 New
SRC
121
Sage Rhino Capital
California
$2.05M +$88.9K +1,680 +5%
SIC
122
SJS Investment Consulting
Ohio
$2.04M +$255K +4,819 +14%
CFO
123
Collective Family Office
Pennsylvania
$2.01M +$451K +8,536 +29%
HIA
124
HTG Investment Advisors
Connecticut
$1.99M +$69.4K +1,313 +4%
CBT
125
CoreFirst Bank & Trust
Kansas
$1.98M +$884K +16,706 +81%
3 4
5
6 7