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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 %
PCM
101
Passive Capital Management
Maryland
$6.64M +$191K +3,391 +3%
BA
102
Bridgewater Advisors
New York
$6.53M -$448K -7,943 -6%
TH
103
Team Hewins
California
$6.36M +$1.2M +21,268 +23%
KLI
104
Kelman-Lazarov Inc
Tennessee
$6.28M +$487K +8,634 +8%
WIM
105
WealthPlan Investment Management
Nebraska
$6.21M +$219K +3,882 +4%
FFA
106
Fragasso Financial Advisors
Pennsylvania
$5.95M +$373K +6,614 +7%
PP
107
Prosperity Planning
Missouri
$5.81M +$367K +6,509 +7%
EFN
108
Equita Financial Network
Pennsylvania
$5.72M +$307K +5,448 +6%
RJFSA
109
Raymond James Financial Services Advisors
Florida
$5.63M -$82.8K -1,469 -1%
CPP
110
Capasso Planning Partners
South Carolina
$5.53M +$471K +8,346 +9%
AC
111
Apella Capital
Connecticut
$5.37M +$4.29M +77,737 +398%
AC
112
AWM Capital
Arizona
$5.26M -$39.6K -702 -0.7%
FWM
113
Fonville Wealth Management
Virginia
$5.2M +$5.2M +92,181 New
WMP
114
Wealth Management Partners
Arizona
$5.12M -$22K -391 -0.4%
RLIM
115
Red Lighthouse Investment Management
New York
$5.11M +$271K +4,811 +6%
HFA
116
Highland Financial Advisors
New Jersey
$5.05M -$3.85M -68,235 -43%
LW
117
Libra Wealth
California
$4.98M +$683K +12,107 +16%
PLFA
118
Pacific Life Fund Advisors
California
$4.95M -$3.53M -62,580 -42%
EWM
119
Echo Wealth Management
Minnesota
$4.85M +$135K +2,445 +3%
AF
120
Advisornet Financial
Minnesota
$4.84M -$44.1K -782 -0.9%
WWA
121
WCG Wealth Advisors
Nevada
$4.8M +$393K +6,962 +9%
RFG
122
REAP Financial Group
Texas
$4.73M +$4.73M +83,848 New
TWA
123
Trellis Wealth Advisors
California
$4.47M +$312K +5,541 +8%
GPWA
124
Great Point Wealth Advisors
Massachusetts
$4.42M -$12.1K -215 -0.3%
SDWIA
125
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.42M +$18K +320 +0.4%
3 4
5
6 7